RIA Regional Advisor — Great Lakes Wealth Growth

State Street; Chagrin Falls (OH); Presencial; USD 110.000 - 189.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401K with company match

Health and life insurance

Paid time off (vacation, sick leave)

Employee Assistance Program

Performance-based incentives

Tax-advantaged savings plans

Descripción de la vacante

State Street is hiring for a Regional Consultant in the U.S. Wealth team focused on RIAs in the Great Lakes region, including IN, OH, KY, and western PA.

The role is based in Ohio or Western PA and requires building trusted advisor relationships and driving product adoption and revenue growth. You will partner with advisors, educate on SSIM solutions (ETFs, cash strategies, DC, model portfolios), and coordinate with internal teams to deliver insights and resources.

Formación

• Bachelor’s degree required
• FINRA Series 7 and 63 licenses required
• 5+ years in sales or business development in the RIA channel preferred
• Strong investment acumen across ETFs, mutual funds, alternatives and model portfolios
• Willingness to travel extensively and manage a territory-based schedule

Responsabilidades

• Own and grow key RIAs relationships with wealth managers, regional RIAs, and local offices of aggregators.
• Identify client needs and deliver market insights, product information, investment ideas, and sales support.
• Educate clients on SSIM solutions and differentiate SSIM from competitors.
• Drive Net New Assets (NNA) and Net New Revenue (NNR) by expanding relationships.
• Lead regional travel with sub-advisory partners and index providers.
• Collaborate with custodians, TAMPs, and model platforms to support initiatives.
• Partner with Internal Sales to deliver analytics and actionable ideas.
• Promote SSIM strategy and investment capabilities in meetings and events.
• Mentor and support internal teams and uphold high ethical standards.
• Pursue continuous development and strengthen sales skills.

Conocimientos

Relationship building

Sales / business development

Strong communication

Travel willingness

Investment acumen

Educación

Bachelor’s degree

FINRA Series 7 and 63 licenses

CFA / CIMA preferred

Descripción del empleo

State Street is hiring for a Regional Consultant in the U.S. Wealth team focused on RIAs in the Great Lakes region, including IN, OH, KY, and western PA.

The role is based in Ohio or Western PA and requires building trusted advisor relationships and driving product adoption and revenue growth. You will partner with advisors, educate on SSIM solutions (ETFs, cash strategies, DC, model portfolios), and coordinate with internal teams to deliver insights and resources.