RIA Regional Consultant - Great Lakes, VP II - State Street Investment Management

State Street•Chagrin Falls, OH

2d•Hybrid

About The Position

We are currently hiring for a distribution role within the Client Coverage Group at State Street Investment Management (SSIM). This role is part of our U.S. Wealth team and is focused on building and deepening relationships with financial advisors in the RIA channel across the Great Lakes market (IN, OH, KY, and W. PA). The Regional Consultant will partner with financial advisors and key decision‑makers to drive business development, product adoption, and sales execution. The role serves as a trusted advisor and represents the U.S. Wealth team’s distribution efforts throughout the territory. This position will be based in Ohio or Western PA.

Requirements

Bachelor’s degree required
FINRA Series 7 and 63 licenses required
7 years of experience in investment management preferred, with at least 5 years in sales or business development, ideally within the RIA channel
Strong investment acumen and technical proficiency across ETFs, mutual funds, alternatives, separate accounts, model portfolios, and related products.
Proven ability to work independently while collaborating effectively with internal partners.
Strong communication, presentation, and relationship‑building skills.
Demonstrated leadership, initiative, and commitment to excellence.
Ability to adapt quickly, think creatively, and operate with sound judgment.
Willingness to travel extensively and manage a dynamic, territory‑based schedule.

Nice To Haves

CFA, CIMA, or other relevant designations preferred

Responsibilities

Own and grow key client and strategic relationships with Registered Investment Advisors (RIAs), including wealth managers, regional RIAs, and local offices of aggregator platforms.
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 SSIM solutions, including ETFs, cash strategies, DC solutions, and model portfolios.
Educate clients and prospects on product positioning, holdings, and investment results, and clearly articulate what differentiates SSIM 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 the World Gold Council, DoubleLine Capital, Blackstone Credit, Apollo, Bridgewater Associates, Galaxy Asset Management, Nuveen, MSCI, and S&P.
Leverage key relationships across the RIA ecosystem including custodians (e.g., Schwab), TAMPs (e.g., Envestnet), and model platforms (e.g., Ethic) to support strategic initiatives.
Build and maintain strong relationships with key internal business partners, including Product, Internal Sales, Marketing, Research, Capital Markets, Events, and Business Intelligence to effectively deliver SSIM resources and capabilities to clients.
Partner closely with the Internal Sales Team to deliver comparative analytics, capital markets insights, and actionable investment ideas to clients.
Promote awareness and understanding of SSIM’s strategy, priorities, and investment capabilities in client meetings, conferences, and industry events.
Mentor and support internal team members, contributing to a collaborative and high‑performing culture.
Demonstrate risk excellence and uphold the highest ethical standards in all client and internal interactions.
Pursue continuous improvement by refining sales skills and engaging in ongoing professional development.

Benefits

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)
eligibility for certain tax advantaged savings plans
inclusive development opportunities
flexible work-life support
paid volunteer days
vibrant employee networks