RIA Regional Consultant – Mid-Atlantic

🕒 il y a 1 mois

🌲 North Carolina, Maryland, +1 états de plus – Distant

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

💵 $110 000 - $188 750 / an

⏰ Temps Plein

🔴 Expert

💸 Planification et Analyse Financières (FP&A)

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State Street

Site WebLinkedInTous les Emplois

10 000+ employés

💸 Finance

💳 Fintech

🏦 Banque

Finance • Fintech • Banking

State Street est un fournisseur de services financiers de premier plan spécialisé dans la gestion et le service d'investissements. Avec une présence mondiale, State Street propose une large gamme de services, notamment la gestion d'actifs, les services de dépositaire et la recherche en investissement pour aider les investisseurs institutionnels à atteindre leurs objectifs financiers. L'entreprise s'engage à faire progresser le secteur financier avec des stratégies innovantes et des insights qui favorisent l'efficacité et la performance.

Description

• 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.

🎯 Exigences

• 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

🏖️ Avantages

• 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