Regional Broker-Dealer Consultant, US Wealth

State Street Corporation; Boston (MA); Hybrid; USD 80,000 - 140,000; Full time

Benefits offered by this job

401K with company match

Health insurance

Paid time off

Employee Assistance Program

Incentive compensation awards

Tax-advantaged savings plans

Job summary

State Street Corporation seeks a Broker Dealer Associate Regional Consultant to cover National, Independent, and Regional Broker Dealers. This hybrid role is based in Boston, requiring 4 days in the office and 30-35% travel.

You will drive business development, product placement, and sales activation, collaborating with internal teams to provide market insights and SSIM solutions. Strong client relationships and investment experience are essential.

Qualifications

• Bachelor’s degree required.
• SIE, Series 7 and 63 licenses required (must be obtained by start date).
• 3-5 years of investment experience preferred within the Broker Dealer channel.
• Strong investment acumen across ETFs, mutual funds, SMAs, and model portfolios.
• Ability to work independently and collaboratively in a fast-paced, client-facing environment.
• Excellent communication, presentation, and relationship-building skills.
• Demonstrated leadership, initiative and a commitment to excellence.
• Ability to adapt quickly, think creatively, and execute with precision.
• High integrity and results-driven mindset; CFA or CIMA preferred.

Responsibilities

• Own and grow a defined subset of key client relationships with National, Independent, and Regional Broker Dealers.
• Identify client needs and deliver market insights, product information, investment ideas, and sales support.
• Demonstrate investment knowledge and act as an expert on SSIM solutions including ETFs and model portfolios.
• Educate clients on product positioning, holdings, and differentiation from competitors.
• Drive new assets and revenue by cultivating new relationships and deepening engagement with partners.
• Coordinate regional travel with sub advisory partners and index providers.
• Build relationships with internal partners to deliver SSIM resources to clients.
• Collaborate with internal teams to deliver value-added resources and insights.
• Promote SSIM strategy and capabilities in client meetings and events.
• Mentor teammates and uphold high ethical standards; pursue continuous improvement.

Skills

Communication

Relationship building

Leadership

Independence

Adaptability

Presentation skills

Client focus

Ethical conduct

Team collaboration

Education

Bachelor’s degree

SIE license

Series 7 license

Series 63 license

Tools

ETF knowledge

Mutual funds

Model portfolios

Job description

State Street Corporation seeks a Broker Dealer Associate Regional Consultant to cover National, Independent, and Regional Broker Dealers. This hybrid role is based in Boston, requiring 4 days in the office and 30-35% travel.

You will drive business development, product placement, and sales activation, collaborating with internal teams to provide market insights and SSIM solutions. Strong client relationships and investment experience are essential.