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About the Role
This role is responsible for building relationships with top international financial advisors and providing client solutions to help them grow their business using State Street's investment products. The ideal candidate will be a recognized, reliable, and trusted advisor and champion.
Responsibilities
- Personally own key client and strategic partner relationships as a member of the Americas Wealth International Group.
- Identify client needs and provide market insights, product information, investment ideas, and sales support.
- Educate clients and prospects on product features, benefits, and competitive differentiators.
- Cultivate new and existing relationships to drive Net New Revenue and Net New Assets.
- Lead and coordinate travel within the Region with partner firms and index providers.
- Build and maintain relationships with key internal business partners (Marketing, Research, Client Enablement) to deliver resources.
- Facilitate an understanding of State Street Investment Management's strategy and priorities.
- Deliver risk excellence and comply with sales supervision culture, demonstrating high ethical standards.
- Continuously hone sales skills and pursue professional development.
Requirements
- Bachelor's degree required.
- Series 7 and 63 licensed.
- Minimum 5 years of experience in the investment management industry.
- Minimum 3 years of experience in Sales/Business Development.
- Strong technical ability and investment acumen.
- Strong product knowledge of ETFs, alternatives, mutual funds, separate accounts, and related products.
- Self-motivated individual capable of working independently and within a team.
- Demonstrates integrity, dedication to excellence, and motivation to succeed.
- Strong leadership skills.
- Extraordinary verbal and written communication and sales presentation skills.
- Ability to learn and adapt quickly while applying creativity.
- Fluent in Spanish is required.
Skills
- Investment acumen
- Product knowledge of ETFs, alternatives, mutual funds, separate accounts, and related products
- Sales presentation skills
- Leadership
- Communication (verbal and written)
- Adaptability
- Creativity
- Spanish fluency
Location
- Houston, Tx
Work Type
- Full-time
Experience Level
- Minimum 5 years of experience in the investment management industry
- 3 years in Sales/Business Development
Education Level
- Bachelor's degree
- Chartered Financial Analyst (CFA) desired
- Certified Investment Management Analyst (CIMA) desired
Salary/Compensations
- $110,000 - $185,000 Annual
Benefits
- Retirement savings plan (401K) with company match
- Insurance coverage (basic life, medical, dental, vision, long-term disability, optional additional coverages)
- Paid-time off (vacation, sick leave, short term disability, family care)
- Access to Employee Assistance Program
- Incentive compensation (eligibility for annual performance-based awards, excluding certain sales roles)
- Eligibility for tax-advantaged savings plans
About the Company
- Institutional investors rely on State Street to manage risk, respond to challenges, and drive performance and profitability.
- Committed to fostering an environment where every employee feels valued and empowered.
- Offers inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks.
Equal Opportunity
- As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
- It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.