RIA Regional Consultant – Northern California, VP II - State Street Investment Management

RIA Regional Consultant – Northern California, VP II - State Street Investment Management

We are currently hiring for a distribution role at State Street Investment Management within the Client Coverage Group. In this role, you will work with a team of external and internal wholesalers to build relationships with financial advisors in the RIA Channel and provide valuable client solutions that help advisors grow their business using SPDR ETFs, model portfolios and other State Street IM solutions. You will be a reliable and trusted advisor championing the US Wealth Intermediary distribution efforts with Registered Investment Advisory Firms throughout the Northern California region.

As An RIA Regional Consultant

• You will personally own key client and strategic partner relationships as a member of the US Wealth Intermediary Team, covering Registered Investment Advisors, Wealth Managers, Regional RIAs, and local offices of RIA Aggregators across Northern California.
• You will identify client needs and regularly provide meaningful market insights, product information, investment ideas and sales support.
• You will serve as a subject‑matter expert on State Street IM & SPDR ETFs portfolio management, maintaining deep knowledge of positioning, holdings and investment results, and educating clients and prospects on our product line’s features, benefits and differentiators.
• You will cultivate new and existing relationships, driving Net New Revenue and Net New Assets in high‑estate concentration wealth within the channel.
• You will be responsible for leading and coordinating regional travel with various sub‑advisory partners and index providers including the World Gold Council, DoubleLine Capital, Blackstone, Bridgewater Associates and Galaxy Asset Management.
• You will leverage centers of influence and key relationships within the RIA ecosystem, including custody and TAMP partners such as Charles Schwab and Envestnet, and wealth platforms like Ethic, to drive business growth and strategic initiatives.
• You will build and maintain relationships with key internal business partners in Sales, Marketing, Research and Client Enablement to deliver State Street IM and SPDR ETF resources to clients.
• You will partner with the Internal Sales Team to deliver SPDR ETF and State Street IM resources, including comparative analytics, capital markets insights and actionable investment ideas.
• You will facilitate an understanding of State Street IM’s strategy and priorities.
• You will mentor internal peers on the team.
• You will deliver risk excellence and comply with the sales supervision culture that promotes the highest ethical standards.
• You will demonstrate initiative to continuously hone sales skills and pursue professional development.

These Skills Will Help You Succeed In This Role

Salary Range

$125,000 - $207,500 Annual

Employment Information

Equal Opportunity Employer

We are an equal opportunity employer and we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Employee Benefits

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes a retirement savings plan (401(k) with company match), insurance coverage (basic life, medical, dental, vision, long‑term disability, and optional additional coverages), paid‑time off (vacation, sick leave, short‑term disability, family care), Employee Assistance Program, incentive compensation (including eligibility for annual performance‑based awards), and tax‑advantaged savings plans.

Job Application Disclosure

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