RIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment Management
$110k - $207.5kState 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
$100k - $171.25k
...experienced National Account Manager to join our US Wealth... ...market share for State Street investment products.Why this... ...classes, risk profiles, regions and styles. As... ...Partner with regional consultants, marketing, product,... ...distribution (wirehouse, IBD, RIA platforms), with...SuggestedFull timeTemporary workHome officeFlexible hours- Job Description:The Regional Director is responsible for relationship management and business development... ...region of the United States. They will lead all sales... ...knowledge of investments, capital markets and asset... ...and investment theory.Consult with advisor firms on...SuggestedFull time
$260.8k - $358.6k
...and the institutional investment community, sell‑side analysts... ...command of Wall Street dynamics, exceptional... ...sustainability reporting. Manage investor records and... ...banking within the Enterprise SaaS or high‑growth B2... ...of applicable federal, state, and local laws, including...SuggestedLocal areaShift work- ...Wealth Advisor/Trust Officer III-Austin Position: Wealth Advisor... ...and private banking, wealth management, business banking and... ...transfer, community property, and state and federal laws governing... ...trusts, foundations, estates, and investments. Grows Portfolios...SuggestedMonday to Friday
$154.05k - $278.45k
...Specialization Cloud, Enterprise Corporate Sales and .ORG... ...Sales (growing and managing subsidiaries within the... ...collaborative teamsStrong consultative selling and... ...education.In the United States, compensation offered... ...markets across various regions. The typical base salary...SuggestedFull timeWork experience placementRemote work$208.15k - $278.45k
...position will be accepted on an ongoing basis. Regional Vice President (RVP) – Sales Overview As... ...sales campaigns. Engage at C-level in enterprise customer organizations. Ensure... ...skills. Salary & Benefits In the United States, compensation offered will be determined...- Job Family:Management ConsultingTravel Required:Up to 10%Clearance Required:NoneWhat You Will DoAs a Senior Consultant on our State and Local Government team in Houston or Austin, you will... ...implementations, modernization initiatives, or enterprise transformation efforts.Knowledge...Full timeWork at officeLocal areaFlexible hours
$155.6k - $306.8k
...seeking a Business Strategy Manager focused on the Investment Management (IM) industry... ...operating models, and drive enterprise-wide transformation... ...provide guidance to the broader consulting team, including training... ...requirements of applicable state and local laws, including...Local area- ...future of how clients manage their money by providing... ...democratize access to investing and financial planning... ...define the target-state architecture, drive platform... ...operations, enterprise architecture, cloud technologies... ..., VestmarkOne, State Street, Rimes, SS&C, iCapital...Full timeWork at office
- DescriptionSummary: The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively... ...of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer.As...Full timeRemote workWork from homeFlexible hours
$50k - $100k
...Services Rep with Ted Heaton State Farm, you will... ...financial products that manage everyday risks. Your... ...your sales-minded and consultative approach to educating... ...financial planning and investment options. Assist customers... ...employees. Ted H Heaton Iii - State Farm AgentFor contractors$197.97k - $329.91k
...strategy, product innovation, and enterprise architecture, shaping the... ...leadership to define target‑state architecture across investor... ..., particularly in wealth management or securities.AWS Solution Architect... ...advisor affiliation models, investment solutions, fintech tools and...Full timeWork from home- ...Analyst, Capital Markets - Investment Sales Advisory (ISA) - JLLWhat... ...and client relationship management. Working within our high-energy... ...clientsPreferred Qualifications:ARGUS Enterprise experience or certification... ...to work in the United States without sponsorship.Location...Full timeWork at office
$180.2k - $355.1k
...As an Actuarial Senior Manager on the Human Capital... ...economic capital modeling, enterprise risk management, and... ...insurance company or consulting environment6+ years of... ...as through our own investments, commitments, and actions... ...of applicable state and local laws, including...Local areaVisa sponsorship- ...protected by local, state, or federal law.... ...The Portfolio Manager supports the Investments department in managing... ...including Accounting, Enterprise Risk, Legal, Tax, and... ...overall portfolio, (iii) conducting research... ...repayment and refinancing consultation ~ Professional...Work at officeLocal areaRemote workFlexible hours
$120k - $217.5k
...corporate functions & regions, to identify... ...responsible for:As a VP - AI Strategy & Product Management you will:Enterprise Data & AI Strategy... ...design of an end-state that relies on the... ...experienceBusiness Consulting experience leading... ...in State Street’s comprehensive benefits...Full timeTemporary workWork at officeFlexible hours- ...Parkway, Austin, Texas, United States of America Job Description... ...22, 2026 at 8:00 AM Kestra Investment Management (KIM) is part of Kestra Holdings... ...financial advisors and RIA firms, educating them on Kestra... ..., market commentary, and consultative advice on asset allocation,...Flexible hours
- ...strategic decision-making across the enterprise. Through rigorous analysis of... ...looking insights, FP&A helps management anticipate trends, allocate-... ...channels, products, and regions.Work with the Executive... ...basis protected by federal, state or local laws.YETI Applicant...Full timeLocal area
- ...RE LOOKING FOR The Director, Enterprise Risk Management (ERM), leads and is... ...position reports directly to the VP, Organizational Strategy & Projects... ...to work in the United States.Mobility Status:As a Remote... ...practices into decision-making.• Consult with business units on risk...For contractorsWork at officeLocal areaRemote work
- ...national accounting, advisory and consulting firm with opportunities for... ...driven, experienced Senior Manager to join our growing Public... ...and consulting services to state agencies, regional governmental organizations,... ...’ wants and needs and invest our resources accordingly....Full timeContract workLocal areaFlexible hours
- ...as a primary interface with our Mid-Cap Investment Banking Team Acquire new clients and maintaining... ...skills and the ability to manage, prioritize, work under pressure and meet... ...clients, including corporations, governments, states, municipalities, healthcare...Local areaFlexible hours
$190k - $250k
...Maintenance; Project Management Remuneration:... ...all assets. The VP, Asset Management will... ...Management across the West region (AZ, CA, NV)... ...corporate growth and investment strategies Sets enterprise risk management approach... ...work in the United States. RWE Americas is...Permanent employmentFull timeTemporary workWork experience placementWork at officeLocal areaImmediate startWork visaFlexible hours$120k - $202.5k
...a strategic, hands-on VP to lead the design and delivery of our enterprise Generative AI platform.... ...provisioned throughput, cross-region inference, multi-... ...Agents, Guardrails, Prompt Management, Flows, and Model... ...eligible to participate in State Street’s comprehensive...Full timeTemporary workFlexible hours$274.05k - $366.59k
...RoleSalesforce's Global Consulting Partner... ...is seeking a VP, Partner Account Management (PAM) to lead and... ..., driving investment programs and co... ...scales across enterprise accounts globally... ....In the United States, compensation offered... ...across various regions. The typical...Full timeImmediate startRemote work- ...Regional Vice President, Operations and Growth About the Company Nationally recognized... ...for the overall performance of a multi-state region, including financial performance,... ...include leading a team of directors, general managers, and operational leaders, monitoring...
- ...Regional Vice President of Sales About the Company Innovative provider of AI-powered... ...Services Advertising Advertising Management Media Professional Services... ...the Role The Company is seeking an Enterprise RVP of Sales with a focus on Healthcare...
- ...Regional Vice President of Sales About the Company Emerging customizable open-source... ..., coaching, and developing a team of Enterprise Account Executives to drive predictable... .... Strong forecasting, pipeline management, and operational discipline are essential...
- ...Work Shift:1st shift (United States of America)Please review the... ...and comprehensive wealth management advice and solutions. Utilize... ...credit, mortgage, planning, investment, trust and fiduciary services... ...utilizing both centralized and regionalized partners to appropriately...Full timePart timeWork at officeLocal areaShift workDay shift
- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their... ...and Self-Directed - our digital investing platform. The combined business has ~$60... ...mannerSuccessfully cover a territory of 2 to 3 regions remotely and in person (approximately 30...Work at officeRemote workFlexible hoursNight shift
$101.38k - $168.96k
...: Houston, TX, United States | Dallas, TX, United States... ..., engineering, and consultancy solutions for natural... ...a Senior Asset Management Consultant to join our... ...practice in the West region (focused on California... ...programs, and capital investment planning.We are interested...Full timePart time
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