Great Lakes RIA Regional Consultant & Growth Leader

State Street; Chagrin Falls (OH); Vor Ort; USD 110.000 - 189.000; Vollzeit

Benefits dieser Stelle

401K with company match

Medical/Dental/Vision insurance

Paid time off

Zusammenfassung

State Street is hiring for a Regional Consultant in the U.S. Wealth team, focused on RIAs in the Great Lakes market (IN, OH, KY, W. PA). Based in Ohio or Western PA, you will build relationships, deliver market insights, and support sales across SSIM solutions including ETFs and DC offerings.

You will partner with internal teams, lead regional travel with partners, and strive to grow NNA and NNR while upholding ethical standards and excellent client service.

Qualifikationen

• Bachelor’s degree required.
• FINRA Series 7 and 63 licenses required.
• CFA, CIMA, or other relevant designations preferred.
• 7+ years in investment management; 5+ years in sales or business development, within RIA preferred.
• Strong investment acumen across ETFs, mutual funds, alternatives, and model portfolios.

Aufgaben

• Own and grow relationships with RIAs and regional offices.
• Identify client needs and deliver market insights, product information, and sales support.
• Demonstrate investment acumen and be an expert on SSIM solutions and products.
• Educate clients on product positioning, holdings, and investment results.
• Drive Net New Assets and Net New Revenue by expanding relationships.

Kenntnisse

Investment management

Sales & business development

Communication

Relationship building

Ausbildung

FINRA Series 7 and 63 licenses

Bachelor’s degree

CFA or CIMA preferred

Tools

ETFs knowledge

Mutual funds

Model portfolios

Jobbeschreibung

State Street is hiring for a Regional Consultant in the U.S. Wealth team, focused on RIAs in the Great Lakes market (IN, OH, KY, W. PA). Based in Ohio or Western PA, you will build relationships, deliver market insights, and support sales across SSIM solutions including ETFs and DC offerings.

You will partner with internal teams, lead regional travel with partners, and strive to grow NNA and NNR while upholding ethical standards and excellent client service.