Broker Dealer Regional Consultant - Pacific Northwest, VP - State Street Investment Management

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: $110,000 - $177,500 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. Across 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/careers Read our CEO Statement

Salary : $110,000 - $177,500