Jobs via eFinancialCareers
RIA Regional Consultant - Northern California, VP II - State Street Investment M
Jobs via eFinancialCareers, Los Angeles, California, United States, 90079
RIA Regional Consultant – Northern California, VP II
State Street Investment Management is hiring for a distribution role within the Client Coverage Group. In this role you will work with external and internal wholesalers to build relationships with financial advisors in the RIA Channel and provide client solutions to assist advisors in growing their business using SPDR ETFs, model portfolios and other State Street IM solutions. You should be recognized as a reliable and trusted advisor and champion the US Wealth Intermediary distribution efforts with Registered Investment Advisory Firms throughout the Northern California region.
Responsibilities
Own key client and strategic partner relationships as a member of the US Wealth Intermediary Team covering Registered Investment Advisors and local RIA offices throughout Northern California.
Identify client needs and regularly provide market insights, product information, investment ideas and sales support.
Operate as a subject‑matter expert on State Street IM & SPDR ETFs portfolio management, maintaining deep knowledge of positioning, holdings and investment results.
Drive Net New Revenue and Net New Assets with high‑wealth concentration within the channel.
Coordinate travel with sub‑advisory partners and index providers such as World Gold Council, DoubleLine Capital, Blackstone, Bridgewater Associates and Galaxy Asset Management.
Leverage centers of influence and key relationships with custody and TAMP partners such as Charles Schwab, Envestnet and wealth platforms like Ethic.
Build and maintain relationships with internal partners in Sales, Marketing, Research and Client Enablement to deliver State Street IM and SPDR ETF resources.
Mentor internal peers and deliver risk excellence while complying with sales supervision culture and ethical standards.
Qualifications
Bachelor’s degree required.
Series 7 and 63 licensed.
Investment industry designations such as CFA or CIMA desired.
Minimum 7 years in the investment management industry, with at least 5 years in Sales/Business Development with Registered Investment Advisors.
Strong technical ability and investment acumen.
Strong product knowledge of ETFs, mutual funds, separate accounts and related products.
Self‑motivated individual who can work independently and within a team structure.
Demonstrates integrity, dedication to excellence and motivation to succeed.
Strong leadership skills and extraordinary verbal and written communication and sales presentation skills.
About State Street State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. For more than two centuries we have helped our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Salary Range $125,000 - $207,500 Annual
Equal Opportunity Employer State Street is an equal opportunity and affirmative action employer. We warmly welcome candidates of diverse background, ability, age, sexual orientation, gender identity and personality.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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Responsibilities
Own key client and strategic partner relationships as a member of the US Wealth Intermediary Team covering Registered Investment Advisors and local RIA offices throughout Northern California.
Identify client needs and regularly provide market insights, product information, investment ideas and sales support.
Operate as a subject‑matter expert on State Street IM & SPDR ETFs portfolio management, maintaining deep knowledge of positioning, holdings and investment results.
Drive Net New Revenue and Net New Assets with high‑wealth concentration within the channel.
Coordinate travel with sub‑advisory partners and index providers such as World Gold Council, DoubleLine Capital, Blackstone, Bridgewater Associates and Galaxy Asset Management.
Leverage centers of influence and key relationships with custody and TAMP partners such as Charles Schwab, Envestnet and wealth platforms like Ethic.
Build and maintain relationships with internal partners in Sales, Marketing, Research and Client Enablement to deliver State Street IM and SPDR ETF resources.
Mentor internal peers and deliver risk excellence while complying with sales supervision culture and ethical standards.
Qualifications
Bachelor’s degree required.
Series 7 and 63 licensed.
Investment industry designations such as CFA or CIMA desired.
Minimum 7 years in the investment management industry, with at least 5 years in Sales/Business Development with Registered Investment Advisors.
Strong technical ability and investment acumen.
Strong product knowledge of ETFs, mutual funds, separate accounts and related products.
Self‑motivated individual who can work independently and within a team structure.
Demonstrates integrity, dedication to excellence and motivation to succeed.
Strong leadership skills and extraordinary verbal and written communication and sales presentation skills.
About State Street State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. For more than two centuries we have helped our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Salary Range $125,000 - $207,500 Annual
Equal Opportunity Employer State Street is an equal opportunity and affirmative action employer. We warmly welcome candidates of diverse background, ability, age, sexual orientation, gender identity and personality.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#J-18808-Ljbffr