RIA Regional Consultant – Mid-Atlantic

🕒 vor 1 Monat

🌲 North Carolina, Maryland, +1 weitere Bundesländer – Remote

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

💵 $110.000 - $188.750 / Jahr

⏰ Vollzeit

🔴 Experte

💸 Finanzplanung und Analyse (FP&A)

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

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State Street

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10.000+ Mitarbeiter

💸 Finanzen

💳 Fintech

🏦 Bankwesen

Finance • Fintech • Banking

State Street ist ein führender Finanzdienstleister, der sich auf Investmentmanagement und Servicelösungen spezialisiert hat. Mit einer globalen Präsenz bietet State Street eine breite Palette von Dienstleistungen an, darunter Vermögensverwaltung, Depotbankdienste und Investmentforschung, um institutionellen Investoren zu helfen, ihre finanziellen Ziele zu erreichen. Das Unternehmen setzt sich für die Weiterentwicklung des Finanzsektors mit innovativen Strategien und Erkenntnissen ein, die Effizienz und Leistung vorantreiben.

Beschreibung

• 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.

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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