Talent.com
Broker Dealer Regional Consultant - Pacific Northwest, VP - State Street Investment Management
Broker Dealer Regional Consultant - Pacific Northwest, VP - State Street Investment ManagementState Street • Seattle, WA, US
Broker Dealer Regional Consultant - Pacific Northwest, VP - State Street Investment Management

Broker Dealer Regional Consultant - Pacific Northwest, VP - State Street Investment Management

State Street • Seattle, WA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Distribution Role Within Client Coverage Group

We are currently hiring for a distribution role within the Client Coverage Group at State Street Investment Management. This position is part of our U.S. Wealth team and is focused on building and expanding relationships with top financial advisors across the Broker Dealer channel. The Regional Consultant will partner with internal and external wholesalers to deliver holistic investment solutions including ETFs, cash, model portfolios, and other State Street offerings to help advisors grow their businesses.

This role is based in Seattle and covers the PAC NW region of Washington, Oregon, and Alaska.

Key Responsibilities

  • Own and grow key client and strategic relationships with financial advisors across National, Independent, and Regional Broker Dealers.
  • Deliver timely market insights, investment ideas, and product positioning tailored to the needs of diverse advisor business models.
  • Educate clients and prospects on the full suite of State Street Investment Management solutions, including portfolio construction, product features, and performance differentiation.
  • Drive Net New Assets (NNA) and Net New Revenue (NNR) by cultivating new relationships and expanding wallet share with existing partners.
  • Coordinate regional travel and joint meetings with key partners and index providers (e.g., World Gold Council, DoubleLine, Blackstone Credit, Nuveen, MSCI, S&P).
  • Collaborate with internal teams (Internal Sales, Marketing, Research, Client Enablement) to deliver high-impact resources and insights to clients.
  • Partner with the Internal Sales team to deliver comparative analytics, capital markets insights, and actionable investment ideas.
  • Promote awareness of State Street Investment Management's strategy, priorities, and value proposition across the Broker Dealer territory.
  • Partner with and mentor internal team members, contributing to a culture of knowledge sharing and professional development.
  • Demonstrate risk excellence and uphold the highest ethical standards in all client and internal interactions.
  • Pursue continuous improvement by refining sales skills and staying current on industry trends and product developments.

Key Skills & Qualifications

  • Bachelor's degree required
  • FINRA Series 7 and 63 licenses required
  • CFA, CIMA, or other relevant designations preferred
  • Minimum 7 years of experience in investment management, with at least 5 years in sales or business development, preferably within the Broker Dealer channel
  • Strong investment acumen and technical proficiency across ETFs, mutual funds, SMAs, and model portfolios
  • Proven ability to work independently and collaboratively in a fast-paced, client-facing environment
  • Excellent communication, presentation, and relationship-building skills
  • Demonstrated leadership, initiative, and a commitment to excellence
  • Ability to adapt quickly, think creatively, and execute with precision
  • Willingness and ability to travel extensively within the assigned territory to meet with clients, attend events, and support distribution efforts. Must be comfortable managing a dynamic schedule and working independently while on the road.
  • Salary Range : $110,000 - $177,500 Annual

    The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

    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.

    serp_jobs.job_alerts.create_a_job

    Pacific Northwest • Seattle, WA, US

    Job_description.internal_linking.related_jobs
    Regional Sales Director (PacWest)

    Regional Sales Director (PacWest)

    A10 Networks • Seattle, WA, United States
    serp_jobs.job_card.full_time
    Regional Sales Director (PacWest) page is loaded## Regional Sales Director (PacWest)locations : Seattle, Washingtontime type : Full timeposted on : Posted Todayjob requisition id : R-101193Regi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Regional Director, Wealth & Asset Management (Remote)

    Regional Director, Wealth & Asset Management (Remote)

    Charles Schwab • Seattle, WA, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    A financial services company is seeking a Regional Director to build relationships with financial consultants in the Seattle area. This position supports remote work while ensuring client education ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Regional Vice President, Sales (Pacific Northwest)

    Regional Vice President, Sales (Pacific Northwest)

    Safe Security • Seattle, WA, United States
    serp_jobs.job_card.full_time
    Safe is seeking a strategic and results-oriented Regional Vice President - Sales to drive revenue growth and market penetration in the Pacific Northwest region. This leadership role requires an expe...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Territory Growth Leader - Regional Sales Director

    Territory Growth Leader - Regional Sales Director

    American Window Film • Seattle, WA, United States
    serp_jobs.job_card.full_time
    A leading window film provider is looking for a Regional Sales Director in Seattle to drive profitable growth through business development and team leadership. This role includes developing territor...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Pacific NW Regional Sales Director - Life & Related Products (Future)

    Pacific NW Regional Sales Director - Life & Related Products (Future)

    Work180 • Kirkland, WA, United States
    serp_jobs.job_card.full_time
    Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we’re proud of our roots, star...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director, Growth Market - Pacific Northwest

    Director, Growth Market - Pacific Northwest

    Canon America Medical Systems • Seattle, WA, United States
    serp_jobs.job_card.full_time
    To be considered for future opportunities, please submit your information to our.Director, Growth Market - Pacific Northwest. Director, Growth Market - Pacific Northwest - req1311.The Director of Gr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Regional Director Grassroots

    Regional Director Grassroots

    Wounded Warrior Project • Tacoma, WA, United States
    serp_jobs.job_card.full_time
    We know these are some of the things people look for in a job.If you're the kind of person who believes that honoring and empowering our nation's veterans is more than just a cause - that it's a ca...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Pacific NW Regional Sales Director - Life & Related Products (Future)

    Pacific NW Regional Sales Director - Life & Related Products (Future)

    NFP Corp • Seattle, WA, United States
    serp_jobs.job_card.full_time
    Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we’re proud of our roots, star...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Region Manager Real Estate Portfolio Strategy North West

    Region Manager Real Estate Portfolio Strategy North West

    Unavailable • Tacoma, WA, United States
    serp_jobs.job_card.full_time
    CommonSpirit Health is building a healthier future for all through its integrated health services.As one of the nation’s largest nonprofit Catholic healthcare organizations, CommonSpirit Health del...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Regional Sales Director, Apartments.com - Seattle, WA or Portland, OR

    Regional Sales Director, Apartments.com - Seattle, WA or Portland, OR

    Apartments.com • Seattle, WA, United States
    serp_jobs.job_card.full_time
    Regional Sales Director, Apartments.CoStar Group (NASDAQ : CSGP) is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces.Included in th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Seattle Real Estate Partnerships Director — Growth & Deals

    Seattle Real Estate Partnerships Director — Growth & Deals

    Placemakr, Inc. • Seattle, WA, United States
    serp_jobs.job_card.full_time
    A growing real estate company is seeking a Director of Real Estate Platform Partnerships in Seattle, WA.This role requires 5-8 years of experience in multifamily brokerage and a profound network in...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director, Investment Banking - Renewables

    Director, Investment Banking - Renewables

    Agentis Capital • Seattle, WA, United States
    serp_jobs.job_card.full_time +1
    Director, Investment Banking - Renewables.Director, Investment Banking - Renewables.Be among the first 25 applicants.Director, Investment Banking - Renewables. Agentis Capital Advisors is a leading ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Regional Sales Director

    Regional Sales Director

    Gateway Recruiting • Seattle, WA, United States
    serp_jobs.job_card.full_time
    The Regional Sales Director will lead a team of clinical and market development organizations to achieve therapy adoption, market penetration and sales goals as assigned. This position will lead a t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Regional Vice President - South Florida - Retirement - Bank / Wire Channel

    Regional Vice President - South Florida - Retirement - Bank / Wire Channel

    Symetra • Bellevue, WA, United States
    serp_jobs.job_card.full_time
    Symetra has an exciting opportunity for an annuity wholesaler based in the.The Regional Vice President (RVP) reports to the Divisional Vice President. The RVP receives their annual Incentive Compens...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    West Region Real Estate Director — Lease & Growth Leader

    West Region Real Estate Director — Lease & Growth Leader

    Lululemon Athletica • Seattle, WA, United States
    serp_jobs.job_card.full_time
    A leading athletic apparel company is seeking a Director of Real Estate to oversee leasing activities for over 200 stores across the U. This role involves managing a team, leading negotiations, and ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Regional VP Payer Sales

    Regional VP Payer Sales

    Cotiviti • Seattle, WA, US
    serp_jobs.job_card.full_time
    Regional Vice President, Healthcare Payer Sales.Cotiviti is looking for a candidate to join our team as a Regional Vice President, Healthcare Payer Sales. This is a direct sales position with quota ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Territory Merchant Services Lead

    Territory Merchant Services Lead

    Fresno First Bank • Seattle, WA, United States
    serp_jobs.job_card.full_time
    A progressive community bank in Seattle is seeking a Territory Sales Manager.This role focuses on driving the growth of merchant services and requires expertise in client relationship management.Th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Pacific NW Regional Sales Director - Life & Related Products (Future)

    Pacific NW Regional Sales Director - Life & Related Products (Future)

    NFP, an Aon company • Kirkland, WA, United States
    serp_jobs.job_card.full_time
    Pacific NW Regional Sales Director - Life & Related Products (Future).Pacific NW Regional Sales Director - Life & Related Products (Future). Be among the first 25 applicants.Get AI-powered advice on...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted