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 an Internal Sales Associate to join our US Wealth Internal Sales team. In this role, you will be responsible for driving business with intermediary clients in the highest areas of concentrated wealth within a specific territory. You will collaborate closely with multiple 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 of our investment solutions among financial advisors
Sales process: orchestrate a team selling process, using the expertise and resources with State Street Investment Management to 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 business as a whole through internal and external relationship development
Required Qualifications:
Series 7 and 63 required
Bachelor’s degree, Masters or other advanced degree preferred
At least 2-4 years financial services experience
Superior oral and written communication skills
A strong familiarity of investment products and services, knowledge of ETFs a plus
Willingness and ability to travel periodically
Preferred Qualifications:
Experience in wealth management industry
Familiarity with State Street Investment 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 in the industry and capital markets
Salary Range:
$55,000 - $88,750 Annual
The 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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