RIA Regional Consultant - Great Lakes Wealth Growth

CFA Institute; Chagrin Falls (OH); On-site; USD 110,000 - 189,000; Full time

Job summary

State Street Investment Management (SSIM) is hiring for a Regional Consultant in the U.S. Wealth group to nurture and expand relationships with RIAs in the Great Lakes region (IN, OH, KY, W. PA).

The role is based in Ohio or Western PA and requires traveling extensively to support sales and product adoption. You will partner with financial advisors and decision-makers to drive NNA/NNR, provide market insights, and promote SSIM ETFs, DC solutions, and model portfolios.

Qualifications

• Experience building relationships with RIAs and wealth managers.
• Ability to translate market insights into client recommendations.
• Strong understanding of ETFs, mutual funds, DC solutions, and model portfolios.

Responsibilities

• Own and grow key client relationships with RIAs and regional offices across the Great Lakes market.
• Identify client needs and deliver market insights, product information, and sales support.
• Educate clients on SSIM solutions and differentiate from competitors.
• Drive Net New Assets and Net New Revenue by expanding existing partnerships and acquiring new ones.
• Coordinate regional travel and collaborate with sub-advisory partners and index providers.

Skills

Relationship management

Sales

Investment knowledge

Communication skills

Travel willingness

Education

Bachelor's degree

FINRA Series 7 & 63 licenses

Job description

State Street Investment Management (SSIM) is hiring for a Regional Consultant in the U.S. Wealth group to nurture and expand relationships with RIAs in the Great Lakes region (IN, OH, KY, W. PA).

The role is based in Ohio or Western PA and requires traveling extensively to support sales and product adoption. You will partner with financial advisors and decision-makers to drive NNA/NNR, provide market insights, and promote SSIM ETFs, DC solutions, and model portfolios.