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Regional Consultant, Great Lakes
State Street. Own and grow key client and strategic relationships with Registered Investment Advisors, including wealth managers, regional RIAs, and local offices of aggregator platforms .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment management with a strong focus on client relationship building, sales development, and strategic insights within the RIA ecosystem. Proficient in delivering market insights and investment solutions while maintaining ethical standards and risk excellence.
Highest-signal resume keywords
FINRA Series 7 LicenseFINRA Series 63 LicenseInvestment Management ExperienceStrong Communication SkillsLeadership and Initiative
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment AcumenETFsMutual FundsAlternativesModel PortfoliosSales DevelopmentClient Relationship ManagementComparative AnalyticsCapital Markets InsightsRisk Management
Soft Skills
Relationship-BuildingPresentation SkillsCollaborationAdaptabilityCreative Thinking
Certifications & Qualifications
CFACIMA
Industry Keywords
Registered Investment AdvisorsWealth ManagersSub-Advisory PartnersCustodiansTAMPsInvestment SolutionsSales SupportMarket InsightsEthical StandardsProfessional Development
About the role
Key responsibilities & impact- Own and grow key client and strategic relationships with Registered Investment Advisors, including wealth managers, regional RIAs, and local offices of aggregator platforms
- Identify client needs and deliver relevant market insights, product information, investment ideas, and sales support
- Act as an expert on SSIM solutions, including ETFs, cash strategies, defined contribution solutions, and model portfolios
- Educate clients and prospects on product positioning, holdings, investment results, and SSIM differentiation
- Drive Net New Assets and Net New Revenue by cultivating relationships and deepening engagement with partners
- Lead and coordinate regional travel with sub-advisory partners and index providers
- Leverage relationships across the RIA ecosystem, including custodians, TAMPs, and model platforms
- Build and maintain relationships with internal partners across Product, Internal Sales, Marketing, Research, Capital Markets, Events, and Business Intelligence
- Partner with Internal Sales to deliver comparative analytics, capital markets insights, and actionable investment ideas
- Promote SSIM’s strategy, priorities, and investment capabilities in client meetings, conferences, and industry events
- Mentor and support internal team members
- Demonstrate risk excellence and uphold ethical standards
- Refine sales skills and pursue ongoing professional development
Requirements
What you’ll need- Bachelor’s degree required
- FINRA Series 7 and 63 licenses required
- CFA, CIMA, or other relevant designations preferred
- 7 years of experience in investment management preferred, with at least 5 years in sales or business development, ideally within the RIA channel
- Strong investment acumen and technical proficiency across ETFs, mutual funds, alternatives, separate accounts, model portfolios, and related products
- Proven ability to work independently while collaborating effectively with internal partners
- Strong communication, presentation, and relationship-building skills
- Demonstrated leadership, initiative, and commitment to excellence
- Ability to adapt quickly, think creatively, and operate with sound judgment
- Willingness to travel extensively and manage a dynamic, territory-based schedule
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
- Paid sick leave
- Short-term disability
- Family care leave/responsibilities support
- Employee Assistance Program
- Incentive compensation, including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
- Certain tax-advantaged savings plans
- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Employee networks