RIA Regional Consultant – Northern California, VP II - State Street Investment Management
State Street(2 months ago)
About this role
The RIA Regional Consultant is a distribution role within State Street Investment Management’s Client Coverage Group focused on engaging Registered Investment Advisors across Northern California. The role represents SPDR ETFs, model portfolios and other State Street IM solutions to regional RIAs and strategic partners. This position is based in California and involves regional travel and collaboration with internal and external stakeholders.
Required Skills
- Relationship Building
- Client Relationships
- Sales
- Business Development
- Investment Acumen
- Product Knowledge
- ETFs
- Mutual Funds
- Presentation Skills
- Communication
+4 more
Qualifications
- Bachelor's Degree
- Series 7
- Series 63
- CFA
- CIMA
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