Internal Sales Associate, Officer - State Street Investment Management
State Street
Boston, Massachusetts
Full-Time
$60,000
OfficeManager
Are you interested in being in one of the fastest growing segments of the financial services industry? Are you passionate about joining a premier asset management firm as part of their talented and dynamic distribution team?
At State Street Investment Management, we are looking for anInternal Sales Associateto join our US Wealth Internal Sales team. In this role, you willbe responsible fordriving business with intermediary clients in the highest areas of concentrated wealth within a specific territory. You will collaborate closely with Regional Consultants to help drive adoption of our investment solutions and increase market share within their territories.
Responsibilities:
Sales planning: in conjunction with the external Regional Consultant, align and execute territory business plans to improve the distribution ofour investment solutionsamong financial advisors
Salesprocess:orchestrate a team selling process, using the expertise and resources withState StreetInvestment Managementto deliver a full array of solutions
Client coverage: deliver excellent client service and quality outbound client engagement activity through multiple digital mediums (WebEx, Conference Calls, Phone Calls, Emails)
Business leadership: deliver risk excellence and support the businessas a whole throughinternal and external relationship development
Required Qualifications:
Series 7 and 63required
Bachelor’s degree,Mastersor other advanced degree preferred
At least2-4yearsfinancial services experience
Superior oral and written communication skills
A strong familiarityofinvestment products and services, knowledge of ETFs a plus
Willingness and ability to travel periodically
Preferred Qualifications:
Experience in wealth management industry
Familiarity with State StreetInvestment Management offerings
Progress towards CIMA, CFA, CFP, MBA and/or advanced degree
Existing relationships within the intermediary channel are useful, but not required
Intellectual curiosity and genuine interest inthe industryand capital markets
Salary Range:
$60,000 - $101,250 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.
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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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.