Broker Dealer Associate Regional Consultant, AVP – US Wealth (Hybrid)

Job Description:
We are seeking a highly motivated and experienced sales professional to join our US Wealth team as a Broker Dealer (BD), Associate Regional Consultant covering National, Independent, and Regional Broker Dealers across the territory. The BD Associate 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 US Wealth team’s distribution efforts throughout the territory. This hybrid position is based in Boston and requires employees to work from the office 4 days per week. The role includes approximately 30-35% travel within the assigned territory.
Key Responsibilities:
Own and grow a defined subset of key client relationships with National, Independent, and Regional Broker Dealers within aligned External Regional Consultant territories, partnering closely with External Regional Consultants and Internal Sales Consultants.
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, model portfolios, direct indexing, cash strategies and DC solutions.
Educate clients and prospects on product positioning, holdings, and investment results, and clearly articulate what differentiates State Street Investment Management from competitors.
Drive new net 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 DoubleLine Capital, Blackstone Credit, Apollo, Bridgewater Associates, Galaxy Asset Management, Nuveen, MSCI, the World Gold Council and S&P.
Build and maintain strong relationships with key internal business partners, including External Regional Consultants, Internal Sales, Product, Marketing, Research, Capital Markets, Events, and Business Intelligence to effectively deliver SSIM resources and capabilities to clients.
Collaborate with key internal teams including Internal Sales, Marketing, Research, and Client Enablement teams to deliver value-added resources and insights to clients.
Promote awareness and understanding of SSIM’s strategy, priorities, and investment capabilities in client meetings, conferences, and industry events.
Mentor and support internal team members, contributing to a collaborative and high performing culture.
Demonstrate risk excellence and uphold the highest ethical standards in all client and internal interactions.
Pursue continuous improvement by refining sales skills and engaging in ongoing professional development.
Primary Skills & Requirements:
Bachelor's degree required
SIE, Series 7 and 63 license required (must be obtained by start date)
3-5 years of investment experience is preferred, ideally 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
High integrity, strong work ethic, and a results-driven mindset
CFA or CIMA preferred
Location: Boston, MA– Hybrid (4 days/week in office)
Travel: Approximately 30-35%
Salary Range:
$80 000 - $140 000 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.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our 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); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, 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.
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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.