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RIA Regional Consultant - Lakes Wealth

Job in Chagrin Falls, Geauga County, Ohio, 44023, USA
Listing for: CFA Institute
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
  • Sales
Salary/Wage Range or Industry Benchmark: 110000 - 189000 USD Yearly USD 110000.00 189000.00 YEAR
Job Description & How to Apply Below
Position: RIA Regional Consultant - Great Lakes Wealth Growth
Location: Chagrin Falls

State Street Investment Management (SSIM) is hiring for a Regional Consultant in the U.S. Wealth group to nurture and expand relationships with RIAs in the Great Lakes region (IN, OH, KY, W. PA).

The role is based in Ohio or Western PA and requires traveling extensively to support sales and product adoption. You will partner with financial advisors and decision-makers to drive NNA/NNR, provide market insights, and promote SSIM ETFs, DC solutions, and model portfolios.

This is a great role to take on the RIA Regional Consultant
- Great Lakes Wealth Growth role at CFA Institute.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the RIA Regional Consultant
- Great Lakes Wealth Growth role in the description above.

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