What are the responsibilities and job description for the Associate Regional Consultant – Broker Dealer, AVP - State Street Investment Management position at State Street?
Are you looking to join one of the fastest-growing segments in financial services? Do you have a passion for asset management and a desire to contribute to a premier, high-performing investment firm?
State Street Investment Management is seeking a motivated and client-focused Associate Regional Consultant (AVP) to join our Broker Dealer Distribution Team. This is an exciting opportunity to contribute to a high-performing, collaborative team within a premier global investment management firm.
In this role, you will work closely with internal and external sales partners to strengthen relationships with financial advisors across the Broker Dealer channel. You’ll play a key role in driving engagement and adoption of our investment solutions through strategic outreach, thoughtful planning, and collaborative execution.
Key Responsibilities:
- 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 and offerings with a deep knowledge of product positioning, holdings, and performance.
- Educate clients and prospects on the features and benefits of our offerings, clearly articulating what differentiates us from competitors.
- Own and manage key client relationships and strategic partnerships across National, Regional, and Independent Broker Dealers.
- Drive Net New Revenue and Net New Assets by cultivating new and existing relationships in high-opportunity markets.
- Lead and coordinate regional travel and events with strategic partners and index providers, including Nuveen, Blackstone Credit, World Gold Council, DoubleLine Capital, MSCI, S&P, etc.
- 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 of State Street Investment Management’s strategy, priorities, and capabilities.
- Uphold a culture of risk excellence and adhere to the highest ethical and compliance standards.
- Demonstrate initiative in continuously developing sales skills and pursuing professional growth.
Primary Skills & Requirements:
- 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 product knowledge of ETFs, mutual funds, separate accounts and related products
- Self-motivated with the ability to work independently and collaboratively
- High integrity, strong work ethic, and a results-driven mindset
- Excellent verbal and written communication skills, with strong presentation abilities
- Creative, adaptable, and eager to learn and grow professionally
Location: Hybrid (4 days/week in office)
Travel: Approximately 25%
Travel: Approximately 25%
Are you the right candidate? Yes!
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
About State Street Investment Management
What We Do. As the asset management arm of State Street Corporation, State Street Investment Management has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.
Our Mission. At State Street Investment Management our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer.
Company: State Street Investment Management
Salary Range:
$80,000 - $132,500 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Salary : $80,000 - $132,500
