RIA Regional Consultant – Mid-Atlantic

🕒 Abril 21

🌲 North Carolina, Maryland, +1 estados a mais – Remoto

🌲 North Carolina – Remote 🦀 Maryland – Remote ⚔️ Virginia – Remote

💵 $110.000 - $188.750 / ano

⏰ Tempo Integral

🔴 Especialista

💸 Planejamento e Análise Financeira (FP&A)

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State Street

SiteLinkedInTodas as Vagas

10.000+ funcionários

💸 Finanças

💳 Fintech

🏦 Bancário

Finance • Fintech • Banking

A State Street é um provedor líder de serviços financeiros, especializado em soluções de gestão e serviços de investimentos. Com presença global, a State Street oferece uma ampla gama de serviços, incluindo gestão de ativos, serviços de custódia e pesquisa de investimentos, para ajudar investidores institucionais a alcançar seus objetivos financeiros. A empresa está comprometida em avançar no setor financeiro com estratégias e insights inovadores que impulsionam a eficiência e o desempenho.

Descrição

• Own and grow key client and strategic partner relationships with RIAs and Bank Trust firms across the Mid‑Atlantic region as a member of the U.S. Wealth Intermediary Team. • 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 solutions, including ETFs, cash strategies, DC solutions, and model portfolios. • Educate clients and prospects on product positioning, holdings, and investment results, and clearly articulate what differentiates State Street Investment Management from competitors. • Drive Net New Assets (NNA) and Net New Revenue (NNR) by cultivating new relationships and deepening engagement with existing partners across concentrated areas of wealth. • Lead and coordinate regional travel with key sub‑advisory partners and index providers, including World Gold Council, DoubleLine Capital, Blackstone, Bridgewater Associates, and Galaxy Asset Management. • Build and maintain strong relationships with internal business partners, including Internal Sales, Marketing, Research, and Client Enablement teams, to effectively deliver SSIM and SPDR ETF resources.

🎯 Requisitos

• Bachelor’s degree required • FINRA Series 7 and 63 licenses required • CFA, CIMA, or similar investment industry designations preferred • Minimum 7 years of experience in the investment management industry, with at least 5 years in sales or business development, preferably within the RIA channel • Strong investment acumen and technical proficiency across ETFs, mutual funds, separate accounts, model portfolios, and related products • Proven ability to work independently while collaborating effectively with internal partners • Willingness to travel extensively and manage a dynamic, territory‑based schedule

🏖️ Benefícios

• retirement savings plan (401K) with company match • insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages • paid-time off including vacation, sick leave, short term disability, and family care responsibilities • access to our Employee Assistance Program • incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans) • eligibility for certain tax advantaged savings plans