RIA Regional Consultant - Great Lakes, VP II - State Street Investment Management
Core
Drive business development and sales execution for State Street Investment Management's U.S. Wealth team by building relationships with Registered Investment Advisors (RIAs) in the Great Lakes region.
Role type
Senior IC distribution consultant (RIA channel)
Builds
ETFs, cash strategies, DC solutions, and model portfolios
Domain
Wealth management / Investment management
Required skills
Investment acumen, sales execution, relationship building, product positioning, market insights, travel management
Preferred skills
CFA, CIMA, 7+ years investment management experience, 5+ years sales/Business Development
Technologies
ETFs, mutual funds, alternatives, separate accounts, model portfolios
Responsibilities
Cultivate new RIA relationships and deepen engagement with existing partners, deliver comparative analytics and investment ideas, coordinate regional travel with sub-advisory partners, mentor internal team members, promote SSIM strategy at industry events
Seniority
Senior, hands-on IC