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

This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

We are currently hiring for a distribution role at State Street Investment Management within the Client Coverage Group. In this role, you will work with a team of external and internal wholesalers in an effort to build relationships with financial advisors in the RIA Channel and provide valuable client solutions to assist advisors in growing their business using SPDR ETFs, model portfolios and other State Street IM solutions. You should be recognized as a reliable and trusted advisor and champion the US Wealth Intermediary distribution efforts with Registered Investment Advisory Firms located throughout the Northern California region.

This position will be based out of CA.

As an RIA Regional Consultant :

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.

These skills will help you succeed in this role :

Bachelor's degree required

Series 7 and 63 licensed

Investment industry designations such as Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) desired

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

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Salary Range :

$125,000 - $207,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure :

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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