RIA Associate Regional Consultant - US Wealth, AVP - State Street Investment Management

State Street•Boston, MA

13d•$80,000 - $140,000•Hybrid

About The Position

We are seeking a highly motivated and experienced sales professional to join our US Wealth team as an RIA, Associate Regional Consultant covering Registered Investment Advisors (RIAs) and Bank Trust organizations across the territory. The RIA Associate Regional Consultant will partner with financial advisors and key decision‑makers to drive business development, product placement, and sales activation. The role serves as a trusted advisor and represents the US Wealth team’s distribution efforts throughout the territory. This hybrid position is based in Boston, MA and requires employees to work from the office 4 days per week. The role includes approximately 30-35% travel within the assigned territory.

Requirements

Bachelor's degree required
SIE, Series 7 and 63 license required (must be obtained by start date)
3-5 years of investment experience is preferred; ideally within the RIA channel.
Strong investment acumen and technical proficiency across ETFs, mutual funds, SMAs, and model portfolios
Proven ability to work independently and collaboratively in a fast-paced, client-facing environment
Excellent communication, presentation, and relationship-building skills
Demonstrated leadership, initiative, and a commitment to excellence
Ability to adapt quickly, think creatively, and execute with precision
High integrity, strong work ethic, and a results-driven mindset

Nice To Haves

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.
Leverage centers of influence across the RIA ecosystem, including custodians, TAMPs, and wealth management platforms.
Build and maintain strong relationships with internal business partners, including Internal Sales, Marketing, Research, and Client Enablement teams, to effectively deliver SSIM resources.
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 and understanding of State Street Investment Management’s strategy and priorities across the territory.
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