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Posted: 10/21/2026Broker Dealer Associate, Regional Consultant, AVP – US Wealth
State StreetPosted 10/21/2026full-timeBoston • Massachusetts • United StatesMid-Level💰 $80,000 - $140,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment management solutions, including ETFs, model portfolios, and direct indexing, while effectively building and maintaining client relationships. Strong communication and leadership skills are essential for driving revenue growth and delivering market insights.
Highest-signal resume keywords
Investment Management Solutions ExpertiseClient Relationship ManagementStrong Investment AcumenSIE, Series 7 And 63 LicensesLeadership And Mentoring
About the role
Key responsibilities & impact- Own and grow key client relationships with National, Independent, and Regional Broker Dealers
- Partner with External Regional Consultants and Internal Sales Consultants
- Identify client needs and deliver market insights, product information, investment ideas, and sales support
- 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, investment results, and competitive differentiation
- Drive new net assets and net new revenue by cultivating relationships and deepening engagement
- Lead and coordinate regional travel with sub-advisory partners and index providers
- Build and maintain relationships with internal business partners across sales, product, marketing, research, capital markets, events, and business intelligence
- Collaborate with internal teams to deliver value-added client resources and insights
- Promote awareness of SSIM strategy, priorities, and investment capabilities in meetings, conferences, and industry events
- Mentor and support internal team members
- Uphold risk excellence and ethical standards
- Pursue continuous improvement through sales refinement and professional development
Requirements
What you’ll need- Bachelor's degree required
- SIE, Series 7 and 63 licenses required; must be obtained by start date
- 3-5 years of investment experience 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 commitment to excellence
- Ability to adapt quickly, think creatively, and execute with precision
- High integrity, strong work ethic, and results-driven mindset
- CFA or CIMA preferred
Benefits
Comp & perks- Retirement savings plan (401K) with company match
- Basic life insurance
- Medical insurance
- Dental insurance
- Vision insurance
- Long-term disability insurance
- Optional additional insurance coverages
- Paid vacation leave
- Paid sick leave
- Short-term disability
- Family care responsibilities leave
- Employee Assistance Program
- Incentive compensation, including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
- Tax-advantaged savings plans
- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Employee networks
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ETFsModel PortfoliosDirect IndexingCash StrategiesInvestment IdeasSales SupportMarket InsightsMutual FundsSMAs
Soft Skills
Excellent CommunicationPresentation SkillsRelationship-BuildingAdaptabilityInitiative
Certifications & Qualifications
SIESeries 7Series 63CFACIMA
Industry Keywords
Broker Dealer ChannelRisk ExcellenceEthical StandardsContinuous ImprovementSales Refinement