State Street · 1 week ago
Associate Regional Consultant – Broker Dealer, AVP - State Street Investment Management
Boston, MA
Full-time
Hybrid
Mid Level
$70K/yr - $130K/yr
3+ years expState Street is a premier global investment management firm seeking a motivated and client-focused Associate Regional Consultant to join their Broker Dealer Distribution Team. The role involves strengthening relationships with financial advisors and driving engagement with investment solutions through strategic outreach and collaboration.
BankingFinanceFinancial Services
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
Qualification
Required
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
Preferred
CFA, CIMA, or MBA strongly preferred
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
Company
State Street
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.05B2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M
Leadership Team
Ronald O'Hanley
Chairman and Chief Executive Officer
R
Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
Recent News
2025-12-30
2025-12-30
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