Defined Contribution Regional Consultant, VP II
State Street
full-time
Posted on:
Location Type: Office
Location: Chicago • California, Illinois • 🇺🇸 United States
Visit company websiteSalary
💰 $110,000 - $188,750 per year
Job Level
Lead
About the role
- Focus on business development with DC specialists/consultants within the Central or West Region
- Drive SSIM’s sales strategy to grow and expand market share
- Own key client and strategic partner relationships
- Identify the needs of clients’ varying business practices
- Provide meaningful market insights, product information, investment ideas and sales support
- Cultivate new and existing relationships to drive Net New Revenue and Net New Assets
- Lead and coordinate travel throughout the Region with SMEs, asset management partners, and ETF team
- Mentor and groom internal peers on the team
- Deliver risk excellence and comply with the sales supervision culture
Requirements
- Minimum of 7-10 years of experience and a successful track record selling to DC Advisors and Consultants
- Bachelor's degree required
- FINRA 7, 63 required
- Strong investment acumen and knowledge of target date funds, index, and multi-asset class solutions
- Existing industry relationships with DC advisors/consultants and their research teams
- Ability to work successfully within a team
- Extraordinary verbal and written communication and sales presentation skills
- Ability to learn and adapt quickly while applying creativity
- Willingness to travel within defined geographic territory (up to 50%)
Benefits
- Comprehensive benefits program
- Retirement savings plan (401K) with company match
- Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- Access to our Employee Assistance Program
- Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
- Eligibility for certain tax advantaged savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment acumentarget date fundsindex solutionsmulti-asset class solutionssales strategymarket insightssales supportbusiness developmentclient relationship managementrisk excellence
Soft skills
communication skillssales presentation skillsteamworkcreativitymentoringrelationship cultivationadaptabilityleadershiporganizational skillsclient needs identification
Certifications
Bachelor's degreeFINRA 7FINRA 63