STATE STREET CORPORATION, based in Boston, MA, seeks an experienced RIA Associate Regional Consultant to expand relationships with RIAs and Bank Trusts. The role blends client development with strategic product placement, acting as a trusted advisor for the US Wealth team.
The position is hybrid (office 4 days/week) in Boston with travel about 30-35% in the territory. Ideal candidates have 3–5 years of investment experience, licenses (SIE, Series 7, 63) and strong communication skills.
#J-18808-LjbffrRIA Regional Consultant, Wealth Growth in boston at Unknown Company
This position is listed as full time and hybrid.