RIA Associate Regional Consultant - US Wealth, AVP - State Street Investment Management
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From State Street’s original posting
We are seeking a highly motivated and experienced sales professional to join our US Wealth team as an RIA, Associate Regional Consultant covering Registered Investment Advisors (RIAs) and Bank Trust organizations across the territory. The RIA Associate Regional Consultant will partner with financial advisors and key decision‑makers to drive business development, product placement, and sales activation. The role serves as a trusted advisor and represents the US Wealth team’s distribution efforts throughout the territory. This hybrid position is based in Boston, MA and requires employees to work from the office 4 days per week. The role includes approximately 30-35% travel within the assigned territory. Key Responsibilities • In partnership with External Regional Consultants and Internal Sales Consultants in US Wealth, own and grow key client and strategic partner relationships with RIAs and Bank Trust firms across the territory. • Identify client needs across a range of business models and deliver relevant market insights, product information, investment ideas, and sales support. • Demonstrate strong investment acumen and act as an expert on State Street Investment Management…
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