Broker Dealer Regional Consultant - San Francisco, VP II - State Street Investment Management - State Street : Job Details

Broker Dealer Regional Consultant - San Francisco, VP II - State Street Investment Management

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Broker Dealer Regional Consultant - San Francisco, VP II - State Street Investment Management

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We are currently hiring for a distribution role within the Client Coverage Group at State Street Investment Management. This position is part of our U.S. Wealth team and is focused on building and expanding relationships with top financial advisors across the Broker Dealer channel. The Regional Consultant will serve as the external wholesaler, partnering closely with the Internal Sales Team to deliver holistic investment solutions including ETFs, cash, model portfolios, and other State Street offerings to help advisors grow their businesses. This role is based in San Francisco and covers the San Francisco, Marin, South Bay, and Contra Costa counties region.Key Responsibilities

• Own and grow key client and strategic relationships with financial advisors across National, Independent, and Regional Broker Dealers.
• Deliver timely market insights, investment ideas, and product positioning tailored to the needs of diverse advisor business models.
• Educate clients and prospects on the full suite of State Street Investment Management solutions, including portfolio construction, product features, and performance differentiation.
• Drive Net New Assets (NNA) and Net New Revenue (NNR) by cultivating new relationships and expanding wallet share with existing partners.
• Coordinate regional travel and joint meetings with key partners and index providers (e.g., World Gold Council, DoubleLine, Blackstone Credit, Nuveen, MSCI, S&P).
• Collaborate with internal teams (Internal Sales, Marketing, Research, Client Enablement) to deliver high-impact resources and insights to clients.
• Partner with the Internal Sales team to deliver comparative analytics, capital markets insights, and actionable investment ideas.
• Promote awareness of State Street Investment Management's strategy, priorities, and value proposition across the Broker Dealer territory.
• Partner with and mentor internal team members, contributing to a culture of knowledge sharing and professional development.
• Demonstrate risk excellence and uphold the highest ethical standards in all client and internal interactions.
• Pursue continuous improvement by refining sales skills and staying current on industry trends and product developments.

Key Skills & Qualifications

• Bachelor's degree required
• FINRA Series 7 and 63 licenses required
• CFA, CIMA, or other relevant designations preferred
• Minimum 7 years of experience in investment management, with at least 5 years in sales or business development, preferably within the RIA 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
• Willingness and ability to travel extensively within the assigned territory to meet with clients, attend events, and support distribution efforts. Must be comfortable managing a dynamic schedule and working independently while on the road.

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 StreetWhat we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.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.Salary Range$125,000 - $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.Job Application DisclosureIt 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.Job ID: R-776162

Seniority level

• Seniority levelNot Applicable

Employment type

• Employment typeFull-time

Job function

• Job functionSales and Business Development
• IndustriesFinancial Services, Investment Banking, and Investment Management

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