Internal Sales Associate, Senior Associate - State Street Investment Management

Are you interested in joining one of the fastest-growing segments in the financial services industry? Do you have a passion for asset management and a desire to be part of a premier, high-performing investment and asset management firm as part of their talented and dynamic distribution team?

State Street Investment Management is seeking a motivated and client-focused Internal Sales Associate to join our Internal Sales Desk. This role will be instrumental in supporting the sales efforts of our Regional Consultants (RCs), who cover territories with the highest concentrations of wealth in the country. Rather than owning direct client relationships, you will collaborate closely with multiple RCs to help drive adoption of our investment solutions and increase market share within their territories.

Primary Responsibilities:

• Sales Planning: Partner with Regional Consultants to develop and execute territory business plans aimed at improving and expanding the distribution of our investment solutions among financial advisors.

• Sales Process: Support a team-based selling approach by leveraging the full breadth of State Street Investment Management’s capabilities and resources to deliver a full array of solutions.

• Client Engagement: Deliver excellent, high-quality outbound engagement activity through multiple digital mediums (e.g., WebEx, conference calls, phone calls, emails, etc.) to support RCs in their client interactions.

• Business Leadership: Deliver risk excellence and support the business as a whole through internal and external relationship development.

Primary Skills & Requirements:

• Bachelor’s degree required

• FINRA Series 7 and 63 licenses required (must be obtained within six months of start date)

• 1-3 years of related industry experience, preferably within asset management and/or wealth management

• Excellent oral and written communication skills

• Familiarity of investment products and services; familiarity of State Street Investment Management’s products and services is a plus

• Intellectual curiosity and a genuine interest in capital markets and the asset management industry

• Willingness and ability to travel periodically

Are you the right candidate? Yes! 

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. 

About State Street Investment Management 

What We Do. As the asset management arm of State Street Corporation, State Street Investment Management has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care. 

Our Mission. At State Street Investment Management our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk. 

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and