Hybrid Wealth Sales Leader: BD & RIA Growth

State Street Investment Management; Boston (MA); Hybrid; USD 110,000 - 208,000; Full time

Job summary

State Street Investment Management is seeking a sales leader for the US Wealth team. You will head a team of Associate Regional Consultants, drive distribution strategy, and accelerate net new asset and revenue growth across Broker Dealer and RIA channels.

This role requires strong leadership, strategic thinking, and robust client engagement across platforms. You will mentor the team, collaborate with internal partners, manage resources, and ensure compliance while delivering market insights and

Qualifications

• Bachelor's degree required.
• 10+ years in investment management sales or distribution leadership preferred.
• SIE, Series 7, and Series 63 licenses required; Series 24 license required or obtainable within 6 months.

Responsibilities

• Lead, develop and retain a high-performing sales team focused on NNA/NNR growth across Broker Dealer and RIA channels.
• Establish and execute distribution strategies that drive growth across intermediary segments.
• Coach and mentor team members on sales execution, relationship management, and product knowledge.

Skills

Leadership

Business Development

Sales Leadership

Coaching

Relationship Management

Strategic Thinking

Communication

Education

Bachelor's degree

Tools

CRM systems

Job description

State Street Investment Management is seeking a sales leader for the US Wealth team. You will head a team of Associate Regional Consultants, drive distribution strategy, and accelerate net new asset and revenue growth across Broker Dealer and RIA channels.

This role requires strong leadership, strategic thinking, and robust client engagement across platforms. You will mentor the team, collaborate with internal partners, manage resources, and ensure compliance while delivering market insights and