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Intermediary Relationship Manager, Vice President, State Street Global Advisors
4 months ago
This role is a fantastic opportunity to join the talented and dynamic State Street Global Advisors Intermediary Distribution 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 and not limited to 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 maximise our efforts.
This is a great opportunity to operate in a team friendly environment where you would work collaboratively to promote our range of ETFs and managed funds in Australia. Together we will continue to build a client focused, collaborative and dynamic sales culture.
What we need you to do:
- 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 Financial Intermediaries segment,
- Build and maintain a book of business with key clients.
- Identify and anticipate client requirements, expectations and needs.
- Clearly communicate SPDR ETFs and fund investment ideas and research to clients and prospects.
- 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, elaborate and execute sales strategies; and
- Remain abreast of industry and product trends (including competitive analysis) to ensure SSGA and SPDR is strongly positioned in the Australian market.
Education & Experience:
- Strong client facing skills with investment experience in the asset management industry, (preferably ETFs) for part or all financial services career.
- Has operated at a mid-level in strategic sales, marketing and client relationship management for an extended period of time.
- Understands the range of Intermediary market segments and brings knowledge and relationships across investment platforms and investments.
- Confirmed ability to develop and execute successfully on strategic sales plans through one on one and one to many activities.
- Confirmed client relationships and experience in developing strong relationships across client segments.
- Degree qualified or equivalent with a financial or analytical discipline preferred; and
- Current RG146 qualifications.
Specific Technical Knowledge / Qualifications:
- Successful Sales track record (ideally with ETFs) and advanced client relationship management skills.
- Strong 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
- Willing to assume responsibility and take ownership of tasks assigned.
What we need you to be:
- Strong communication and leadership skills.
- Confident, enthusiastic and solution-oriented mind-set.
- Strong technical ability with investment industry knowledge.
- Ability to work well within a team with strong organisation 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.
