RIA Regional Consultant, US Wealth Growth & Solutions

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

Benefits offered by this job

401K with company match

Insurance: medical, dental, vision

Paid time off

Employee Assistance Program

Incentive compensation

Tax-advantaged savings plans

Job summary

State Street is seeking a driven RIA Associate Regional Consultant for the US Wealth team in Boston. You will partner with financial advisors and decision-makers to drive business development, product placement, and sales activation across RIAs and Bank Trust firms.

The role combines client engagement with deep knowledge of ETFs, model portfolios, and DC solutions, with a focus on growing assets and revenue in a hybrid office setting and 30–35% travel.

Qualifications

• Bachelor's degree required.
• SIE, Series 7 and 63 licenses required by start date.
• 3-5 years investment experience preferred, ideally within the RIA channel.
• Strong investment acumen and knowledge of ETFs, mutual funds, SMAs, and model portfolios.
• Excellent communication and relationship-building skills.

Responsibilities

• Own and grow key client and strategic partner relationships with RIAs and Bank Trust firms across the territory.
• 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 (ETFs, model portfolios, direct indexing, cash strategies, DC solutions).
• Educate clients and prospects on product positioning, holdings, and investment results, differentiating SS Investment Management from competitors.
• Drive net new assets (NNA) and net new revenue (NNR) by cultivating new relationships and expanding existing ones.
• Coordinate regional travel with sub-advisory partners and index providers like Apollo, Bridgewater, DoubleLine, Blackstone, World Gold Council, Galaxy Asset Management.
• Leverage COI across the RIA ecosystem, including custodians and wealth platforms.
• Collaborate with Internal Sales, Marketing, Research, and Client Enablement for SSIM resources.
• Promote SSIM strategy and priorities across the territory.
• Mentor and support internal team members to maintain a high-performing culture.
• Uphold risk standards and ethical behavior in client and internal interactions.
• Pursue ongoing professional development and sales skill improvement.

Skills

Investment knowledge

Communication

Relationship building

Leadership

Adaptability

Integrity

Education

Bachelor's degree

SIE, Series 7 & 63 license

CFA or CIMA preferred

Job description

State Street is seeking a driven RIA Associate Regional Consultant for the US Wealth team in Boston. You will partner with financial advisors and decision-makers to drive business development, product placement, and sales activation across RIAs and Bank Trust firms.

The role combines client engagement with deep knowledge of ETFs, model portfolios, and DC solutions, with a focus on growing assets and revenue in a hybrid office setting and 30–35% travel.