Ria Regional Consultant – Mid-atlantic, Vpii - State Street Investment Management

State Street UK

MD, USA
Base: $110,000 - $188,750; bonus/equity: not speci...
Fully remote
Strong investment acumen
Experience in sales or business development
Ability to drive business development
State Street Investment Management is seeking a RIA Regional Consultant to join their U.S. Wealth team, focusing on building relationships with Registered Investment Advisory firms and Bank Trust organizations in the Mid-Atlantic region. The role requires strong investment acumen and sales experience, along with a commitment to fostering client relationships and driving business growth

Job Summary

  • The role focuses on building and expanding relationships with RIA firms and Bank Trust organizations.
  • The Regional Consultant serves as a trusted advisor, driving business development and sales activation.
  • State Street offers a comprehensive benefits program and fosters an inclusive environment for employee growth.

Matching Summary

Match Score: 85

State Street Investment Management is seeking a RIA Regional Consultant to join their U.S. Wealth team, focusing on building relationships with Registered Investment Advisory firms and Bank Trust organizations in the Mid-Atlantic region. The role requires strong investment acumen and sales experience, along with a commitment to fostering client relationships and driving business growth.

Salary

Base: $110,000 - $188,750; Bonus/Equity: Not specified; Benefits: Comprehensive benefits program

Skills & Requirements

Must-have

  • Strong investment acumen
  • Experience in sales or business development
  • Ability to drive business development

Nice-to-have

  • Demonstrated leadership and initiative
  • Commitment to continuous improvement
  • Ability to adapt quickly

Key Requirements

  • Bachelor's degree required
  • FINRA Series 7 and 63 licenses
  • Minimum 7 years of experience in investment management

Work Rights

Not specified

Tailored Resume

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