Investment Adviser Career Center

Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities, and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius,...

Who We Are Looking For Are you energized by helping leaders and cross-functional teams adopt product-centric operating model? Do you thrive on coaching teams through practical challenges involving product vision, prioritization, roadmaps, discovery, and outcome measurement? Are you passionate about building product management capability through hands-on coaching, facilitation, and learning experiences? Are you excited by the opportunity to support pilots and scale a product operating model across Investment Management? Do you seek to influence behavior change, strengthen accountability, and help teams continuously improve how they deliver customer and business value? As Product Coach, VP at State Street Investment Management (“State Street IM”, formerly known as State Street Global Advisors or SSGA), you will play a critical role in accelerating adoption of product-centric operating model. You will partner with business leaders, product managers, engineering and delivery...

Social Media Marketing, Vice President is responsible for leading the North America social media function and developing the strategy that advances the firm's business, brand, and marketing objectives across paid, owned, earned, and emerging social channels. This role oversees the planning, execution, optimization, and measurement of social media programs supporting the firm's intermediary, retail, institutional, and brand priorities. The VP will lead a team of social media professionals and manage agency, creator, and platform partner relationships to drive business outcomes through innovative, audience-first marketing strategies. The position will report to the Head of Social Media and serve as a senior strategic partner to Marketing, Product, Distribution, Communications, Compliance, Legal, and executive stakeholders. The individual will be expected to bring deep expertise in social media marketing, platform strategy, audience engagement, and campaign management within a...

State Street Investment Management (State Street IM) is seeking an experienced and hands-on technology leader to spearhead strategic technology initiatives across the Client Experience organization, including cloud migration, application modernization, security remediation, third-party application governance, and production support oversight. This role is responsible for ensuring alignment with enterprise architecture standards, cloud strategy, security and regulatory requirements, and enterprise data integration frameworks. The successful candidate will collaborate closely with Enterprise Architecture, Information Security, Infrastructure, Data Engineering, Application Development, Procurement, and external technology partners to deliver secure, scalable, compliant, and cloud-native solutions that support the firm's strategic objectives and operational excellence. What You Will Be Responsible For: Lead end-to-end cloud migration initiatives across many applications,...