Wealth Sales Leader, BD and RIA Distribution

State Street Corporation; Boston (MA); Hybrid; USD 110,000 - 208,000; Full time

Benefits offered by this job

401K match

Health insurance

Paid time off

Employee Assistance Program

Incentive compensation

Tax-advantaged savings plans

Job summary

State Street Corporation is seeking a sales leadership leader for the US Wealth team in Boston. You will lead a team of Associate Regional Consultants, shaping distribution strategy and driving NNA and NNR growth across Broker Dealer and RIA channels.

You will coach, mentor and develop leaders, engage key platforms, and align efforts with firm priorities while maintaining highest ethical and compliance standards. Travel approximately 50% is required.

Qualifications

• Bachelor’s degree required.
• SIE, Series 7 and Series 63 licenses required.
• Series 24 license required or able to obtain within 6 months of hire.
• CFA, CIMA or other relevant designations preferred.
• 10+ years in investment management with sales/distribution leadership experience.
• Strong leadership, coaching and talent development skills.

Responsibilities

• Lead, develop and retain a high-performing sales team focused on Net New Assets (NNA) and Net New Revenue (NNR).
• Establish and execute distribution strategies across Broker Dealer and RIA channels.
• Coach and mentor team members on sales execution, investment knowledge, and professional development.
• Engage key wealth management platforms, custodians, TAMPs, and partners to expand market access.
• Identify evolving client needs and provide market insights, investment ideas and sales support.
• Promote knowledge of State Street Investment Management solutions and orchestrate cross-functional collaboration.

Skills

Leadership

Coaching

Sales leadership

Strategic thinking

Analytical skills

Relationship management

Investment acumen

Communication

Education

SIE

Series 7

Series 63

Series 24

CFA

CIMA

Job description

State Street Corporation is seeking a sales leadership leader for the US Wealth team in Boston. You will lead a team of Associate Regional Consultants, shaping distribution strategy and driving NNA and NNR growth across Broker Dealer and RIA channels.

You will coach, mentor and develop leaders, engage key platforms, and align efforts with firm priorities while maintaining highest ethical and compliance standards. Travel approximately 50% is required.