Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

RIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment Management

$110k - $207.5k

State Street Bank

We are seeking a highly motivated and experienced sales professional to join our US Wealth team as an RIA Regional Consultant covering Enterprise RIAs. This role is responsible for partnering with executive teams of the largest and fastest-growing RIA firms in the country, driving business development, product placement, and sales activation. The ideal candidate will serve as a trusted advisor to clients while advancing State Street Investment Management's strategic objectives and expanding our presence within Enterprise RIAs.Due to the role requirements, this job requires extensive travel throughout the United States to meet with clients, attend industry conferences, and support partner engagement activities.As an Enterprise RIA Regional Consultant, you will:Own key client and strategic partner relationships across the largest Enterprise RIAs in the countryDevelop and maintain on-going account plans for assigned Enterprise RIAs, conducting quarterly business reviews to assess performance, identify growth opportunities and challenges, manage strategic investments and budgets, and measure progress against key business objectives and return on investment (ROI)Identify and understand client needs and their varying business practices, delivering meaningful market insights, product information, investment ideas and sales support.Demonstrate strong investment acumen and serve as an expert on SSIM investment solutions including ETFs, models, and cash, maintaining a deep knowledge of positioning, holdings and investment results while educating clients and prospects on our investment capabilities, product offerings, and competitive advantages.Cultivate new and existing relationships to drive Net New Revenue and Net New Assets with the highest areas of concentrated wealth across the RIA channel.Lead and coordinate travel throughout the country with various sub advisory partners and index providers including the World Gold Council, DoubleLine Capital, Blackstone, Bridgewater Associates, and Apollo.Leverage centers of influence across the RIA ecosystem including custody and TAMP partners like Charles Schwab, Fidelity, Orion, Envestnet, and EthicBuild and maintain relationships with key internal business partners, including Product, Marketing, Events, Research, Capital Markets, and Business Intelligence to effectively deliver SSIM resources & capabilities to clients, including comparative analytics, capital markets insights and actionable investment ideas.Represent SSIM’s strategy, priorities, and investment capabilities in client meetings, conferences, and industry events.Mentor and support colleagues across the broader sales organization through collaboration, coaching, and best practice sharing.Maintain the highest standards of compliance and risk management while demonstrating a commitment to ethical business practices.Demonstrate a commitment to ongoing professional development and continuous improvement of sales and investment skills.You will demonstrate initiative to continuously hone sales skills and pursue professional development. Key Qualifications & Skills:Bachelor's degree requiredSeries 7 and 63 licenses requiredCFA, CIMA, or other relevant investment industry designations preferredMinimum of 10 years of experience in the investment management industry, including at least 5 years of Sales/Business Development experienceStrong understanding of the RIA distribution channel and advisor ecosystemDemonstrated investment acumen and knowledge of ETFs, mutual funds, separate accounts, model portfolios, and related investment solutionsAbility to influence across a matrixed organization and collaborate effectively with internal and external stakeholdersSelf-starter with strong leadership skills, sound business judgment, and the ability to work effectively both independently and collaboratively in a fast-paced environment.Proven ability to develop and grow strategic client relationships while driving business resultsExtraordinary organizational, analytical, written, verbal, and sales presentation skillsSalary Range: $110,000 - $207,500 AnnualThe 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.Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.For a full overview, visit .About State StreetAcross the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.Discover more information on jobs at StateStreet.com/careersRead our CEO StatementJob 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.SummaryLocation: Montgomery County, Maryland; Austin, Texas; Tucson, Arizona; BOSTON; Sacramento, California; StamfordType: Full time

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the RIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment Management in Tucson, AZ vacancy
  • $10k - $49.99k

     ...Career Southern Arizona, Wealth Management Career Change Tucson Location...  ...(A+ AM Best); securities and investment advisory services through...  ...Candidates work directly with the regional Managing Director. No prior...  ...protected by federal, state or local law. All candidates... 
    Suggested
    Contract work
    For contractors
    Traineeship
    Self employment
    Seasonal work
    Work at office
    Local area
    Flexible hours

    WealthBridge Financial Group

    Tucson, AZ
    1 day ago
  • $157.2k - $298.8k

     ...30 S Rita Rd ~ BLDG 9030Country: United States of AmericaTime Type: Full timeDate Posted...  ...businesses, world-class operations and investments in research and development, we offer capabilities...  ...HARM, Maverick (GHM) Portfolio Program Manager in the Air Dominance SSBU within the Air... 
    Suggested
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Relocation
    Flexible hours

    Raytheon

    Tucson, AZ
    1 day ago
  • $131k - $160k

     ...542  Remote Position: Yes  Region: Americas  Country: USA  Summary...  ...in sales and relationship management; applies expertise cross-...  ...is required. Salary The stated range includes Base Salary and...  ...and Defense, Communications, Enterprise, HealthTech, Industrial,... 
    Suggested
    Temporary work
    Work at office
    Local area
    Remote work
    Night shift

    Celestica

    Tucson, AZ
    1 day ago
  •  ...Acquisition Location United States (nationwide; in-person client...  ...Financial Group is a wealth management firm with over 175 years of history...  ...(A+ AM Best); securities and investment advisory services through...  ...1-hour conversation with the regional Managing Director's... 
    Suggested
    Full time
    Local area
    Flexible hours

    WealthBridge Financial Group

    Tucson, AZ
    2 days ago
  •  ...part of the RS Senior Leadership team and manage your team to meet the Division's revenue...  ...business plan to identify how the area/regions will achieve the assigned sales goals...  ...carriers, sales operations, and business consultants.You have partnered with General Management... 
    Suggested

    ADP - Automatic Data Processing

    Tucson, AZ
    3 days ago
  • $107.5k - $204.5k

     ...E Hermans Rd ~ BLDG 808Country: United States of AmericaTime Type: Full timeDate Posted...  ...businesses, world-class operations and investments in research and development, we offer capabilities...  ...Engineering (OSE) Portfolio Program Manager to lead and support a dynamic portfolio... 
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Relocation package
    Flexible hours

    Raytheon

    Tucson, AZ
    2 days ago
  •  ...Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals,...  ...entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Tucson, AZ
    5 days ago
  • $157.2k - $298.8k

     ...E Hermans Rd ~ BLDG 848Country: United States of AmericaTime Type: Full timeDate Posted...  ...businesses, world-class operations and investments in research and development, we offer capabilities...  ...Leader to lead all aspects of financial management for a critical portfolio of programs to... 
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Relocation package
    Flexible hours

    Raytheon

    Tucson, AZ
    2 days ago
  • Support Associate Level III - 2nd Shift Category: Administration Main location: United States, Arizona, Tucson Position ID: J0126-1281 Employment Type: Full Time The CGI Federal role is for outgoing, experienced Support Associates who possess excellent communication... 
    Hourly pay
    Full time
    Contract work
    Work at office
    Local area
    Flexible hours
    Shift work
    Afternoon shift

    CGI Technologies and Solutions, Inc.

    Tucson, AZ
    1 day ago
  • Support Associate Level III - 2nd Shift CGI Federal is looking for outgoing, experienced...  ...teamone of the largest IT and business consulting services firms in the world. Qualified applicants...  ...extent required by applicable federal, state, and/or local laws where we do business.... 
    Hourly pay
    Contract work
    Work at office
    Local area
    Flexible hours
    Shift work
    Afternoon shift

    CGI

    Tucson, AZ
    4 days ago
  • $157.2k - $298.8k

     ...Hill Dr ~ SUDBURY BLDG, Tewksbury Tb2 200 SudburyCountry: United States of AmericaTime Type: Full timeDate Posted:2026-07-09 Country:...  ...three market leading businesses, world-class operations and investments in research and development, we offer capabilities and... 
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    Raytheon

    Tucson, AZ
    4 days ago
  •  ...logical access, segregation of duties, privileged access, change management, configuration, interfaces, key reports, and automated...  ...’s approach to auditing ERP transformation, digital risk, and enterprise technology change. Build, mentor, and develop a high-performing... 

    Sedgwick

    Tucson, AZ
    4 days ago
  • $157.2k - $298.8k

     ...~ MULTI PURPOSE FAC 928Country: United States of AmericaTime Type: Full timeDate Posted...  ...businesses, world-class operations and investments in research and development, we offer capabilities...  ...defense.Raytheon is seeking a Finance Manager to lead Strategic Strike portfolio of... 
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Relocation package
    Flexible hours

    Raytheon

    Tucson, AZ
    1 day ago
  • $171k - $199.5k

     ...VP of Health Plan Partnerships Remote, Anywhere in the US About AnswersNow At AnswersNow...  ..., virtual Autism therapy in the United States, and will be instrumental in executing on...  ...— with at least 2 years in a management or lead role Strong SQL skills — you can... 
    Full time
    For contractors
    Immediate start
    Remote work
    Work from home
    Flexible hours
    Shift work

    GrabJobs

    Tucson, AZ
    1 day ago
  •  ...operating within budget while maintaining company standards. Set performance goals and hold the team accountable for meeting expectations. Prepare annual budgets based on relevant data and community staff Property Manager, Manager, Property Management, Regional, Property... 

    Apartment Management Consultants

    Tucson, AZ
    4 days ago
  • $51.8k - $95.9k

     ...Provides financial and investment planning and advice in...  ...though the sales of managed products and services...  ...relationship team to apply a consultative sales process and...  ...BMO; may have broader, enterprise-wide focus....  ...with applicable federal, state and local law. BMO... 
    Contract work
    Part time
    Local area

    Bank of Montreal

    Tucson, AZ
    5 days ago
  • $45k - $100k

     ...branch team, a home-office team and other regional financial advisors. You'll benefit from...  ...in the U.S. and Canada than any other investment firm, serving over eight million clients...  ...registrations required within three months. State insurance licenses will be required.... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Tucson, AZ
    2 days ago
  •  ...Group is seeking a results-oriented  Financial Consultant to join our team. In this position, you will engage...  ...to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at... 

    WealthBridge Financial Group

    Oro Valley, AZ
    5 days ago
  •  ...Tucson Medical Center Job Category: Management Schedule: Full time Shift: 1 - Day...  ...Tucson Medical Center’s role as a premier regional medical center. Collaborates with TMC...  ...compliance with all applicable local, state, and federal regulations. Communicate... 
    Full time
    Temporary work
    Local area
    Shift work
    Day shift

    Tucson Medical Center

    Tucson, AZ
    1 day ago
  • $50k

     ...associates, a home-office team and other regional financial advisors. You’ll benefit from...  ...offices in the U.S. and Canada than any other investment firm, serving over eight million clients...  ...with a track record of success State insurance licenses preferred Preferred... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Tucson, AZ
    2 days ago
  •  ...Financial Group is seeking a results-oriented Financial Consultant to join our team in Tucson, Arizona. You will engage...  ...tailored advice, leveraging your expertise in investment opportunities and wealth management strategies. In this role, you will assess client needs... 

    WealthBridge Financial Group

    Tucson, AZ
    4 days ago
  • $50k

     ...advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build...  ...working with clients; in‑depth knowledge of investment products and services; track record of success. State insurance licenses preferred. Preferred additional... 
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Tucson, AZ
    1 day ago
  •  ...Grace Management Inc. is looking for an experienced and motivated Executive Director to manage...  .... Maintain compliance with federal, state, and local regulations. Supervise and direct...  ...up to 40 pounds. Able to travel for regional meetings and other meetings as requested... 
    Work at office
    Local area
    Home office
    Weekend work

    Grace Management

    Tucson, AZ
    3 days ago
  • $171.6k - $392.1k

     ...Insurers across the globe are investing heavily in technology-...  ...Digital Platform, and Enterprise Engage Enterprise Data Management Reinsurance Accounting...  ...Define and own target‑state architectures integrating...  ...Casualty Insurance carrier or consulting firm; or a master's... 
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Tucson, AZ
    1 day ago
  •  ...Managing Director, Major Gifts About the Company Pioneering...  ...Grantmaking Advocacy Group Consulting & Professional Services...  ...Business Classifications B2B Enterprise About the Role The...  ...for Major Gifts in the West region. The successful candidate will... 
    Local area

    Confidential

    Tucson, AZ
    1 day ago
  • $142.6k - $261.5k

     ...Markets, Wealth and Asset Management, Insurance, and Real...  ...across the globe are investing heavily in technology-...  ..., Billing, Claims) Enterprise Data Management Reinsurance...  ...Insurance carrier or consulting firm; or a master’s...  ...Area, Washington State and California (excluding... 
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Tucson, AZ
    5 days ago
  •  ...Pest Control Consultant Benefits Start Day 1 for Full-Time Colleagues - No Waiting Period...  ...the company's industry leading pest management services and products to new and existing...  ...valid driver's license from your current state of residence (Company vehicle and gas card... 
    Full time
    Part time
    Local area

    Western Exterminator Company

    Tucson, AZ
    4 days ago
  • $41.71k - $65k

     ...g. everyday banking, retail investments, lending solutions, home financing...  ...processes. Applies the risk management framework to the portfolio...  .... Experience in a consultative customer service or sales role...  ...consistent with applicable federal, state and local law. BMO is... 
    Part time
    Local area
    Immediate start
    Day shift

    BMO U.S.

    Tucson, AZ
    1 day ago
  •  ...company with over 500 car washes in 21 states! We wash cars for the fun of it. We put...  ...develop best in class training programs, and invest in employee benefits that cultivate a...  ...ensuring consistency and accuracy in enterprise-wide reporting. This role requires strong... 
    Temporary work
    Work at office

    Mister Car Wash

    Tucson, AZ
    5 days ago
  • $90.23k

     ...projects and initiatives for the enterprise, including budget, forecast, and...  ...planning, and determine the return on investments and initiatives. Supports management through in-depth analysis and...  ...employment has been made in the United States. The timing of when background... 
    H1b

    CDM Smith

    Tucson, AZ
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to RIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment Management. Be the first to apply!