State Street · 1 day ago
RIA Regional Consultant – Enterprise RIAs, VP III - State Street Investment Management
Washington, DC
Full-time
Onsite
Mid, Senior Level
$110K/yr - $208K/yr
7+ years expState Street is a global leader in investment management, and they are seeking a Regional Consultant to build and expand relationships with Enterprise RIA firms. The role involves driving business development, product placement, and sales activation while serving as a trusted advisor to key decision-makers in the industry.
BankingFinanceFinancial Services
Responsibilities
Own and grow key client and strategic relationships with executive teams at the largest Enterprise RIAs in the US
Develop and maintain ongoing account plans for each Enterprise RIA, reviewed quarterly to assess progress, challenges, budget deployment, and ROI
Identify client needs across diverse 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’s portfolio management capabilities, including product positioning, holdings, and investment results
Educate clients and prospects on the full suite of State Street Investment Management solutions, including what differentiates our offerings 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 national travel with key sub‑advisory partners and index providers such as World Gold Council, DoubleLine Capital, Blackstone, and Bridgewater Associates
Leverage centers of influence across the RIA ecosystem, including custody and TAMP partners like Charles Schwab, Fidelity, Orion and Envestnet
Build and maintain relationships with key internal business partners, including State Street Corporation, SSIM Finance, Client Experience Team, Marketing, Research, and Client Enablement Teams to deliver SSIM’s resources to clients, including comparative analytics, capital markets insights and actionable investment ideas
Promote awareness of State Street Investment Management’s strategy and priorities across Enterprise RIA accounts
Mentor internal team members and contribute to a culture of knowledge sharing and professional development
Demonstrate risk excellence and uphold the highest ethical standards in all client and internal interactions
Pursue continuous improvement by refining sales skills and staying current on industry trends, product developments, and best practices
Travel extensively throughout the US to meet with clients in their office locations, attend conferences and partner meetings
Qualification
Required
Bachelor's degree required
FINRA Series 7 and 63 licenses required
Minimum 7 years of experience in the investment management, with at least 5 years sales or business development
Strong investment acumen and technical proficiency across ETFs, mutual funds, SMAs, and model portfolios
Proven ability to work both independently and collaboratively within a fast‑paced, client‑facing environment
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, manage a dynamic schedule, and work autonomously while on the road
Preferred
CFA, CIMA, or similar industry designations preferred
Benefits
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
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
legacy.thefly.com
2026-01-22
Company data provided by crunchbase