Enterprise RIA Strategist – Regional VP
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-24
Listing for:
State Street
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A financial services organization is seeking a Regional Consultant to enhance client relationships with prominent RIA firms across the U.S. The role entails significant travel, managing key accounts, and demonstrating deep investment expertise to inform clients about valuable solutions. Applicants must hold a Bachelor's degree, possess essential FINRA licenses, and have substantial investment management experience, with a strong emphasis on relationship-building and leadership.
This position offers a competitive salary and comprehensive benefits.
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