Detroit Wealth BD Regional VP Consultant

CFA Institute; Detroit (MI); On-site; USD 110,000 - 189,000; Full time

Benefits offered by this job

401K with company match

Healthcare insurance

Paid time off

Employee Assistance Program

Bonus eligibility

Job summary

State Street Investment Management is hiring for a distribution role in the U.S. Wealth team focused on Michigan and the Greater Detroit market.

The Regional Consultant will build relationships with top financial advisors in the Broker Dealer channel and drive business development, product adoption, and sales execution. The role requires a Bachelor’s degree, FINRA Series 7 and 63 licenses, and 7 years in investment management with 5+ in sales.

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 63 licenses required.
• CFA, CIMA, or similar designations preferred.
• 7 years of experience in the investment management industry, with at least 5 years in sales.
• Strong investment acumen across ETFs, mutual funds, alternatives, model portfolios, and related products.

Responsibilities

• Own and grow key client and strategic partner relationships with Broker Dealers across Michigan and the Greater Detroit area.
• 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 prospects on product positioning, holdings, and investment results, and clearly articulate differentiators.
• Drive Net New Assets (NNA) and Net New Revenue (NNR) by cultivating new relationships and deepening engagement with existing partners.
• Lead and coordinate regional travel with key sub-advisory partners and index providers.
• Develop and activate field-level centers of influence within the Broker Dealer channel.
• Build and maintain strong relationships with internal business partners to deliver SSIM resources.
• Partner with Internal Sales to deliver analytics, insights, and investment ideas.
• Promote SSIM strategy and capabilities in meetings, conferences, and events.
• Mentor and support internal team members and foster a high-performing culture.
• Demonstrate risk excellence and uphold ethical standards.
• Pursue continuous improvement through sales skill development.

Skills

Sales

Relationship building

Leadership

Investment knowledge

Communication

Travel

Strategic thinking

Education

Bachelor's degree

Job description

State Street Investment Management is hiring for a distribution role in the U.S. Wealth team focused on Michigan and the Greater Detroit market.

The Regional Consultant will build relationships with top financial advisors in the Broker Dealer channel and drive business development, product adoption, and sales execution. The role requires a Bachelor’s degree, FINRA Series 7 and 63 licenses, and 7 years in investment management with 5+ in sales.