RIA Regional Consultant – Enterprise RIAs, VP III - State Street Investment Management
State Street(1 month ago)
About this role
Regional Consultant on State Street Investment Management’s U.S. Wealth team focused on building and expanding relationships with the largest and fastest‑growing RIA firms. The role partners with executive teams across Enterprise RIAs to drive business development, product placement, and sales activation. This position represents U.S. Wealth distribution efforts and can be located anywhere in the U.S.
Required Skills
- Relationship Management
- Account Planning
- Business Development
- Sales Activation
- Investment Acumen
- Product Positioning
- Presentation Skills
- Communication
- Travel Flexibility
- Mentoring
+1 more
Qualifications
- Bachelor's Degree
- FINRA Series 7
- FINRA Series 63
- CFA (Preferred)
- CIMA (Preferred)
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