Role at a glance
- Salary
- Not yet verified Check the description for pay details; an amount or pay period has not been verified.
- Location
- Boston, Massachusetts, United States
- Employment
- Full-time
- Experience
- Senior Level
- Education
- Bachelor's degree required.
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Role Summary
Internal Sales Associate on the US Wealth team at State Street Investment Management, driving business with Broker Dealer and RIA intermediary clients. The role partners with Regional Consultants to drive adoption of SSIM investment solutions and increase market share across assigned territories.
What You'll Do
- Develop and execute territory business plans with the Regional Consultant to expand market share and grow distribution of SSIM...
- Orchestrate a team-based selling approach using SSIM's investment expertise, specialist resources, and thought leadership
- Conduct proactive outbound client engagement across phone, email, video conferencing, and virtual meetings
- Demonstrate a commitment to risk excellence while building internal and external partnerships and contributing to strategic initiatives
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Bachelor's degree plus FINRA SIE, Series 7 and 63 licenses (or ability to obtain within 6 months of start date), with strong communication and relationship-building skills.
Required
- Bachelor's degree required
- FINRA SIE, Series 7 and 63 licenses required (or ability to obtain within 6 months of start date)
- Superior oral and written communication skills, with the ability to engage effectively with both clients and internal stakeholders
- Strong interest in capital markets and investment products (e.g., ETFs, model portfolios, direct indexing, cash strategies, and DC...
- Ability to build relationships and collaborate effectively across teams and client segments
- Willingness and ability to travel periodically
Preferred
- 1-3 years of experience preferred, ideally within the investment management, wealth management, or broader financial services industry
- Experience in wealth management, intermediary distribution, or financial advisor-facing roles
- Existing relationships within the Broker Dealer, RIA, or broader intermediary channels
- Progress toward or attainment of professional designations such as the CFA, CFP®, CIMA®, or an MBA
Original job description
Content provided by the employer
Original job description
Content provided by the employer
State Street Investment Management is currently seeking an Internal Sales Associate to join our US Wealth team. In this role, you will be responsible for driving business with intermediary clients within the Broker Dealer and RIA channels. You will partner closely with Regional Consultants to help drive adoption of SSIM’s investment solutions and increase market share across assigned territories.
Responsibilities:
- Territory Planning & Execution: Partner with the Regional Consultant to develop and execute territory business plans to expand market share, uncover new business opportunities, and grow the distribution of SSIM’s investment solutions including ETFs, model portfolios, direct indexing, cash strategies and DC solutions.
- Sales Process & Collaboration: Orchestrate a team-based selling approach by leveraging SSIM's investment expertise, specialist resources, and thought leadership to deliver comprehensive solutions that meet client needs and drive business growth.
- Client Engagement & Outreach: Deliver an exceptional client experience through proactive outreach and quality outbound client engagement activity across multiple channels, including phone, email, video conferencing, and virtual meetings.
- Business Leadership & Risk Excellence: Demonstrate a commitment to risk excellence while fostering strong internal and external partnerships, contributing to strategic initiatives, and supporting the overall success of the business.
Key Skills & Qualifications:
- Bachelor’s degree required.
- 1-3 years of experience preferred, ideally within the investment management, wealth management, or broader financial services industry.
- FINRA SIE, Series 7 and 63 licenses required (or ability to obtain within 6 months of start date)
- Superior oral and written communication skills, with the ability to engage effectively with both clients and internal stakeholders.
- Strong interest in capital markets and investment products (e.g., ETFs, model portfolios, direct indexing, cash strategies, and DC solutions)
- Ability to build relationships and collaborate effectively across teams and client segments.
- Experience in wealth management, intermediary distribution, or financial advisor-facing roles is preferred.
- Existing relationships within the Broker Dealer, RIA, or broader intermediary channels are beneficial but not required.
- Progress toward or attainment of professional designations such as the CFA, CFP®, CIMA®, or an MBA is a plus.
- Willingness and ability to travel periodically.
Salary Range:
$47 840 - $77 480 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.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
About State Street
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.
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About the company
State Street
Large Enterprise
State Street is a leading financial services and bank holding company, headquartered in Boston, Massachusetts. With a strong focus on investment management and servicing solutions, State Street supports institutional investors worldwide by providing services such as asset management, investment research, and trading. Renowned for its commitment to innovation and sustainability, State Street leverages advanced technology and data analytics to enhance investment strategies and customer experiences. The company prioritizes diversity and inclusion within its workforce, reflecting its dedication to fostering a dynamic and collaborative environment.