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State Street · 1 month ago

RIA Regional Consultant – Northern California, VP II - State Street Investment Management

Sacramento, California

Full-time

Onsite

Mid, Senior Level

$125K/yr - $208K/yr

7+ years exp

State Street is a global investment management company that focuses on helping institutional investors manage risk and drive performance. The RIA Regional Consultant will work within the Client Coverage Group to build relationships with financial advisors and provide solutions using SPDR ETFs and other investment strategies.

BankingFinanceFinancial Services

Responsibilities

You will personally own key client and strategic partner relationships as a member of the US Wealth Intermediary Team. The position will cover Registered Investment Advisors inclusive of Wealth Managers, Regional RIAs and local offices of RIA Aggregators, across the Northern California region

You will identify the needs of our clients’ varying business practices and regularly provide meaningful market insights, product information, investment ideas and sales support

You will have a keen investment acumen and operate as a subject-matter-expert on State Street IM & SPDR ETFs portfolio management, maintaining a deep knowledge of positioning, holdings and investment results. You will effectively educate clients and prospects on our product line's features and benefits, and what differentiates us from our competitors

You will cultivate new and existing relationships, driving Net New Revenue and Net New Assets with the highest areas of concentrated wealth within the channel

You will be responsible for leading and coordinating travel throughout the region with various sub-advisory partners and index providers including the World Gold Council, DoubleLine Capital, Blackstone, Bridgewater Associates and Galaxy Asset Management

You will leverage centers of influence and key relationships within the RIA ecosystem, including custody and TAMP partners such as Charles Schwab and Envestnet, along with wealth platforms like Ethic, to drive business growth and strategic initiatives

You will build and maintain relationships with key internal business partners, including the Internal Sales, Marketing, Research, and Client Enablement teams to effectively deliver State Street IM and SPDR ETF resources to clients

You will partner with the Internal Sales Team to effectively deliver SPDR ETF and State Street IM resources to clients, including comparative analytics, capital markets insights and actionable investment ideas

You will facilitate an understanding of State Street IM and its strategy and priorities

You will mentor internal peers on the team

You will deliver risk excellence and comply with the sales supervision culture that demonstrates and promotes the highest ethical standards

You will demonstrate initiative to continuously hone sales skills and pursue professional development

Qualification

Series 763 licensedInvestment industry designationsSales/Business Development experienceProduct knowledge of ETFsTechnical abilityVerbalSales presentation skillsLearn quicklyLeadership skillsWritten communicationSelf-motivated

Required

Bachelor's degree required

Series 7 and 63 licensed

Minimum 7 years of experience in the investment management industry, with at least 5 years in Sales/Business Development, preferably with Registered Investment Advisors

Strong technical ability and investment acumen

Strong product knowledge of ETFs, mutual funds, separate accounts and related products

Self-motivated individual that can work both independently and within a team structure

Demonstrates integrity, dedication to excellence and motivation to succeed

Strong leadership skills

Extraordinary verbal and written communication and sales presentation skills

Ability to learn and adapt quickly while applying creativity