Broker Dealer Regional Consultant - South Florida, VP II - State Street Investment Management
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From State Street’s original posting
We are currently hiring for a distribution role within the Client Coverage Group at State Street Investment Management (SSIM). This position is part of our U.S. Wealth team and is focused on building and expanding relationships with top financial advisors in the Broker Dealer Channel across the South Florida market. The Regional Consultant will partner with financial advisors and key decision‑makers to drive business development, product adoption, and sales execution. The role serves as a trusted advisor and represents the U.S. Wealth team’s distribution efforts throughout the territory. This position will be based in the West Palm Beach-Fort Lauderdale-Miami area. Key Responsibilities • Own and grow key client and strategic partner relationships with National, Independent and Regional Broker Dealers across South Florida, as a member of the U.S. Wealth Team. • Identify client needs across a range of business models and deliver relevant market insights, product information, investment ideas, and sales support. • Demonstrate strong investment acumen and act as an expert on SSIM solutions, including ETFs, cash strategies, DC solutions, and model portfolios. • Educate clients and…
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