RIA Regional Consultant - Great Lakes Wealth Growth

State Street; Aliquippa (Beaver County); On-site; USD 110,000 - 189,000; Full time

Benefits offered by this job

401K with company match

Healthcare coverage

Paid time off

Employee Assistance Program

Annual performance-based awards

Job summary

State Street Investment Management (SSIM) is hiring a Regional Consultant for the U.S. Wealth team to build and deepen relationships with financial advisors across the Great Lakes market (IN, OH, KY, and W. PA).

This role focuses on business development, product adoption, and sales execution in the RIA channel. Based in Ohio or Western PA, you will partner with RIAs and key decision-makers to drive NNA and NN revenue, lead regional travel with sub-advisory partners, and represent SSIM’s strategy

Qualifications

• Bachelor’s degree required.
• FINRA Series 7 and 63 licenses required.
• CFA, CIMA, or other relevant designations preferred.
• 7 years of experience in investment management preferred, with at least 5 years in sales or business development, ideally within the RIA channel.
• Strong investment acumen and technical proficiency across ETFs, mutual funds, alternatives, separate accounts, model portfolios, and related products.

Responsibilities

• Own and grow key client and strategic relationships with RIAs, including wealth managers, regional RIAs, and local offices of aggregator platforms.
• 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 what differentiates SSIM from competitors.
• Drive Net New Assets (NNA) and Net New Revenue (NNR) by cultivating new relationships and deepening engagement with existing partners across concentrated areas of wealth.
• Lead and coordinate regional travel with key sub-advisory partners and index providers, including the World Gold Council, DoubleLine Capital, Blackstone Credit, Apollo, Bridgewater Associates, Galaxy Asset Management, Nuveen, MSCI, and S&P.

Skills

Client relationship management

Sales experience

Financial markets knowledge

Communication skills

Travel willingness

Education

Bachelor's degree

Job description

State Street Investment Management (SSIM) is hiring a Regional Consultant for the U.S. Wealth team to build and deepen relationships with financial advisors across the Great Lakes market (IN, OH, KY, and W. PA).

This role focuses on business development, product adoption, and sales execution in the RIA channel. Based in Ohio or Western PA, you will partner with RIAs and key decision-makers to drive NNA and NN revenue, lead regional travel with sub-advisory partners, and represent SSIM’s strategy