RIA Regional Consultant – Mid-Atlantic

State Street

. Own and grow key client and strategic partner relationships with RIAs and Bank Trust firms across the Mid‑Atlantic region as a member of the U.S.

Posted 4/21/2026full-timeRemote • Maryland, North Carolina, Virginia • 🇺🇸 United StatesLead💰 $110,000 - $188,750 per yearWebsite

About the role

Key responsibilities & impact

Own and grow key client and strategic partner relationships with RIAs and Bank Trust firms across the Mid‑Atlantic region as a member of the U.S. Wealth Intermediary 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 State Street Investment Management solutions, including ETFs, cash strategies, DC solutions, and model portfolios.
Educate clients and prospects on product positioning, holdings, and investment results, and clearly articulate what differentiates State Street Investment Management from competitors.
Drive Net New Assets (NNA) and Net New Revenue (NNR) by cultivating new relationships and deepening engagement with existing partners across concentrated areas of wealth.
Lead and coordinate regional travel with key sub‑advisory partners and index providers, including World Gold Council, DoubleLine Capital, Blackstone, Bridgewater Associates, and Galaxy Asset Management.
Build and maintain strong relationships with internal business partners, including Internal Sales, Marketing, Research, and Client Enablement teams, to effectively deliver SSIM and SPDR ETF resources.

Requirements

What you’ll need

Bachelor’s degree required
FINRA Series 7 and 63 licenses required
CFA, CIMA, or similar investment industry designations preferred
Minimum 7 years of experience in the investment management industry, with at least 5 years in sales or business development, preferably within the RIA channel
Strong investment acumen and technical proficiency across ETFs, mutual funds, separate accounts, model portfolios, and related products
Proven ability to work independently while collaborating effectively with internal partners
Willingness to travel extensively and manage a dynamic, territory‑based schedule

Benefits

Comp & perks

retirement savings plan (401K) with company match
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
eligibility for certain tax advantaged savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment managementETFscash strategiesDC solutionsmodel portfoliosmutual fundsseparate accountssales supportmarket insightsproduct positioning

Soft Skills

relationship managementcommunicationcollaborationindependent workclient educationstrategic thinkingengagementleadershiporganizational skillstravel management

Certifications

Bachelor’s degreeFINRA Series 7FINRA Series 63CFACIMA