Regional Consultant – Enterprise RIAs, VP III
State Street
full-time
Posted on:
Location Type: Hybrid
Location: Boston • California • Illinois • United States
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Salary
💰 $110,000 - $207,500 per year
Job Level
About the role
- Own and grow key client and strategic relationships with executive teams at the largest Enterprise RIAs in the US
- Develop and maintain ongoing account plans for each Enterprise RIA
- Identify client needs and deliver relevant market insights, product information, investment ideas, and sales support
- Educate clients and prospects on the full suite of State Street Investment Management solutions
- Drive Net New Assets (NNA) and Net New Revenue (NNR) to cultivate new relationships and deepen engagement
Requirements
- Bachelor's degree required
- FINRA Series 7 and 63 licenses required
- CFA, CIMA, or similar industry designations preferred
- Minimum 7 years of experience in investment management, with at least 5 years sales or business development
- Strong investment acumen and technical proficiency across ETFs, mutual funds, SMAs, and model portfolios
Benefits
- Health insurance including basic life, medical, dental, vision
- 401K retirement savings plan with company match
- Paid-time off including vacation, sick leave, and family care responsibilities
- Access to Employee Assistance Program
- Incentive compensation including eligibility for annual performance-based awards
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment managementsalesbusiness developmentinvestment acumenETFsmutual fundsSMAsmodel portfolios
Soft Skills
relationship managementclient educationstrategic thinkingcommunication
Certifications
Bachelor's degreeFINRA Series 7FINRA Series 63CFACIMA