RIA Regional Consultant, Wealth Growth

STATE STREET CORPORATION; Boston (MA); On-site; USD 80,000 - 140,000; Full time

Job summary

STATE STREET CORPORATION, based in Boston, MA, seeks an experienced RIA Associate Regional Consultant to expand relationships with RIAs and Bank Trusts. The role blends client development with strategic product placement, acting as a trusted advisor for the US Wealth team.

The position is hybrid (office 4 days/week) in Boston with travel about 30-35% in the territory. Ideal candidates have 3–5 years of investment experience, licenses (SIE, Series 7, 63) and strong communication skills.

Qualifications

• Bachelor's degree required.
• SIE, Series 7 and 63 licenses required by start date.
• 3–5 years investment experience preferred.
• Strong investment acumen across ETFs, mutual funds, SMAs.
• CFA or CIMA preferred.

Responsibilities

• In partnership with External Regional Consultants and Internal Sales Consultants in US Wealth, own and grow key client and strategic partner relationships with RIAs and Bank Trust firms across the territory.
• 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 State Street Investment Management solutions, including ETFs, model portfolios, direct indexing, cash strategies and DC solutions.
• Educate clients and prospects on product positioning, holdings, and investment results, and clearly articulate what differentiates State Street Investment Management 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 Apollo, Bridgewater Associates, DoubleLine Capital, Blackstone, World Gold Council, and Galaxy Asset Management.

Skills

SIE

Series 7

Series 63

Investment acumen

Strong communication

CFA/CIMA preferred

Education

Bachelor's degree

Job description

STATE STREET CORPORATION, based in Boston, MA, seeks an experienced RIA Associate Regional Consultant to expand relationships with RIAs and Bank Trusts. The role blends client development with strategic product placement, acting as a trusted advisor for the US Wealth team.

The position is hybrid (office 4 days/week) in Boston with travel about 30-35% in the territory. Ideal candidates have 3–5 years of investment experience, licenses (SIE, Series 7, 63) and strong communication skills.