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 partner with internal and external wholesalers 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 Seattle and covers the PAC NW region of Washington, Oregon, and Alaska.

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 Broker Dealer 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.

Salary Range:

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.