Intermediary Relationship Manager
3 days ago
Who we are looking for
This role is a fantastic opportunity to join the talented and dynamic State Street Global Advisors Intermediary Client Coverage Team.
In this role, your key mission would be to develop and implement strategies to drive sales of locally domiciled SPDR ETFs, unlisted managed funds and the State Street ETF model portfolios across our key client segments: Financial Intermediaries including financial advisers, IFAs, brokers, private wealth managers, private banks, family offices and asset managers. In this context you will be partnering with our local Marketing and Strategy teams to build relationships and provide investment solutions to our clients.
This role will sit within a team friendly environment where you would work collaboratively to promote our Australian domiciled range of ETFs, managed funds and ETF Model Portfolios in Australia. Together we will continue to build a client focused, collaborative and dynamic sales culture.
Why this role is important to us
The team you will be joining is a part of State Street Global Advisors, one of the biggest asset managers in the world, that provides services to the world’s governments, institutions and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.
Join us if making your mark in the asset management industry from day one is a challenge you are up for.
What you will be responsible for
As Intermediary Relationship Manager, you will- This role will require you to develop and execute strategies to drive sales of locally domiciled ETFs, unlisted managed funds and the State Street ETF model portfolios across key client groups within the Australian Intermediary segments.- Build and maintain a book of business with key clients.- Identify and anticipate client requirements, expectations and needs.- Clearly communicate fund investment ideas and research to clients and prospects.- Leverage CRM and business intelligence proactively to devise and implement an effective sales plan each quarter.- Execute sales campaigns and dynamically involve clients on major SSGA initiatives (seminars, events, surveys) while promoting an excellent and positive teamwork culture at all times.- Collaborate with the Product Team to provide input into new product ideas/product enhancements.- Partner closely with the Marketing Team to design, create and execute sales strategies; and- Remain abreast of industry and product trends (including competitive analysis) to ensure SSGA is strongly positioned in your allocated region(s).
What we value
These skills will help you succeed in this role- Knowledge and understanding of portfolio construction and asset allocation including SAA and TAA- Strong business instincts, good judgment and creative mind-set.- Demonstrated ability to provide fresh insights and new ways of approaching issues based on past experiences, a global perspective, and well-articulated facts and reasoning.- Confirmed dedication to risk, compliance, governance and regulation policies and procedures.- Strong analytical skills and ability to prioritise multiple responsibilities to meet deadlines.- Ability to build positive relationships with internal and external clients; and- Willingness to assume responsibility and take ownership of assigned tasks.
Education & Preferred Qualifications- Strong client facing capabilities with investment experience in the asset management industry, (preferably ETFs and funds) for part or all your financial services career.- Has operated at a mid-level in strategic sales, marketing and client relationship management for around 5 years.- Understands the various Intermediary market segments and the role of investment platforms in our industry.- Ability to contribute to, and execute successfully on, strategic sales plans through one on one and one to many activities.- Degree qualified or equivalent with a financial or analytical discipline preferred; and- Current RG146 qualifications.
Additional requirements- Strong communication skills.- Confident, enthusiastic and solution-oriented mind-set.- Good technical ability with investment industry knowledge.- Ability to work well within a team with strong organisational skills.- Positive, entrepreneurial and can-do attitude.- Willingness to roll up sleeves and navigate complexity.- Aligned with State Street's culture of corporate citizenship; and- Desire to work in a diverse, multi-cultural environment and for an equal opportunity employer.
About State Street Global Advisors
What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions, and financial advisors for over four decades. With a rigorous, risk-aware approach built
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