Broker Dealer Associate Regional Consultant, AVP – US Wealth; Hybrid

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.

• 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 Double Line 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.

• 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

Boston, MA– Hybrid (4 days/week in office)

Approximately 30-35%

$80 000 - $140 000 Annual The range quoted above applies to the role in the primary location specified. If…