Associate Regional Consultant – Broker Dealer, AVP - Investment Management

Associate Regional Consultant – Broker Dealer (AVP)

Join State Street Investment Management as an Associate Regional Consultant (AVP) to strengthen relationships with financial advisors across the Broker Dealer channel.

• Understand the diverse business practices of financial advisors and deliver tailored investment solutions, market insights, and sales support.
• Serve as a subject matter expert on State Street Investment Management solutions with deep product knowledge.
• Educate clients and prospects on features and benefits of our offerings, clearly articulating differentiation from competitors.
• Own and manage client relationships and strategic partnerships across National, Regional, and Independent Broker Dealers.
• Drive Net New Revenue and Net New Assets in high-opportunity markets.
• Coordinate regional travel and events with strategic partners and index providers.
• Collaborate with internal teams to deliver value‑added resources and insights.
• Promote awareness of State Street Investment Management’s strategy, priorities, and capabilities.
• Uphold a culture of risk excellence and comply with ethical and compliance standards.
• Continuously develop sales skills and pursue professional growth.

• Bachelor’s degree required.
• Series 7 and 63 license required (must be obtained by start date).
• CFA, CIMA, or MBA strongly preferred.
• Minimum of 3‑5 years of investment experience.
• Strong knowledge of ETFs, mutual funds, separate accounts, and related products.
• Self‑motivated and able to work independently and collaboratively.
• High integrity, strong work ethic, and results‑driven mindset.
• Excellent verbal and written communication and presentation skills.
• Creative, adaptable, and eager to learn and grow professionally.

Hybrid – 4 days/week in office. Approximately 25% travel.

$70,000 – $130,000 annual (range quoted for primary location).

State Street offers a comprehensive benefits program, including retirement savings (401(k) with company match), health insurance, paid time off, employee assistance, incentive compensation, and tax‑advantaged savings plans.

State Street is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, disability, veteran status, or any other protected characteristic.

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