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RIA Regional Consultant – Mid-Atlantic, VPII - State Street Investment Management

State Street · US

RIA Regional Consultant – Mid‑Atlantic – VP2 We are currently hiring for a distribution role within State Street Investment Management’s Client Coverage Grou...

Job description

RIA Regional Consultant – Mid‑Atlantic – VP2 We are currently hiring for a distribution role within State Street Investment Management’s Client Coverage Group. This position is part of our U.S. Wealth team and is focused on building and expanding relationships with Registered Investment Advisory (RIA) firms and Bank Trust organizations across the Mid‑Atlantic region. The 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 U.S. Wealth Group’s distribution efforts throughout the territory. This is a remote sales position, based in one of the following states: MD, VA, or NC. Key Responsibilities: These skills will help you succeed in this role - 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 Sta...