Associate Regional Consultant – Broker Dealer, AVP - State Street Investment Management

State Street • Boston, MA

14d • $80,000 - $132,500 • Hybrid

About The Position

Are you looking to join one of the fastest-growing segments in financial services? Do you have a passion for asset management and a desire to contribute to a premier, high-performing investment firm? State Street Investment Management is seeking a motivated and client-focused Associate Regional Consultant (AVP) to join our Broker Dealer Distribution Team. This is an exciting opportunity to contribute to a high-performing, collaborative team within a premier global investment management firm. In this role, you will work closely with internal and external sales partners to strengthen relationships with financial advisors across the Broker Dealer channel. You’ll play a key role in driving engagement and adoption of our investment solutions through strategic outreach, thoughtful planning, and collaborative execution.

Requirements

• Bachelor's degree required
• Series 7 and 63 license required (must be obtained by start date)
• Minimum of 3-5 years of investment experience
• Strong product knowledge of ETFs, mutual funds, separate accounts and related products
• Self-motivated with the ability to work independently and collaboratively
• High integrity, strong work ethic, and a results-driven mindset
• Excellent verbal and written communication skills, with strong presentation abilities
• Creative, adaptable, and eager to learn and grow professionally

Nice To Haves

• CFA, CIMA, or MBA strongly preferred

Responsibilities

• Understand the diverse business practices of financial advisors and deliver tailored investment solutions, market insights, and sales support.
• Serve as a subject matter expert on State Street Investment Management solutions and offerings with a deep knowledge of product positioning, holdings, and performance.
• Educate clients and prospects on the features and benefits of our offerings, clearly articulating what differentiates us from competitors.
• Own and manage key client relationships and strategic partnerships across National, Regional, and Independent Broker Dealers.
• Drive Net New Revenue and Net New Assets by cultivating new and existing relationships in high-opportunity markets.
• Lead and coordinate regional travel and events with strategic partners and index providers, including Nuveen, Blackstone Credit, World Gold Council, DoubleLine Capital, MSCI, S&P, etc.
• Collaborate with key internal teams including Internal Sales, Marketing, Research, and Client Enablement teams to deliver value-added resources and insights to clients.
• Promote awareness of State Street Investment Management’s strategy, priorities, and capabilities.
• Uphold a culture of risk excellence and adhere to the highest ethical and compliance standards.
• Demonstrate initiative in continuously developing sales skills and pursuing professional growth.

Benefits

• Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees