Internal Sales Associate, Senior Associate - US Wealth, State Street Investment Management

State Street

Posted 11 days ago

Full Time

Boston, Massachusetts

In Person

Smart Summary

Responsibilities

The Internal Sales Associate will partner with Regional Consultants to execute territory business plans and drive the distribution of investment solutions. They are responsible for proactive client outreach and orchestrating a team-based selling approach to meet client needs and increase market share.

Qualifications

You have a Bachelor's degree and 1-3 years of experience in investment management, wealth management, or financial services. You also possess or can obtain FINRA SIE, Series 7, and 63 licenses within six months of starting. Strong communication skills and a keen interest in capital markets and investment products are essential.

Must Have Skills for ATS

FINRA SIE

Series 7

Series 63

ETFs

model portfolios

direct indexing

cash strategies

DC solutions

CFA

CFP

CIMA

MBA

Job Description

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 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.


Discover more information on jobs at StateStreet.com/careers


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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.

State Street

At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making. With over 200 years of global financial leadership, we equip institutional investors through a comprehensive suite of capabilities: Investment Services: Integrated front-to-back solutions across custody, accounting, and operations. Investment Management: Index and active strategies from one of the world’s largest asset managers. Markets: Multi-asset trading, FX solutions, and data-driven research to enhance portfolio value. Who We Are • 50,000+ employees worldwide • Active in 100+ markets • #1 in ETF servicing What You’ll Find Here • Executive perspectives and thought leadership • Timely market commentary and macro insights • Our views on investment operations, ETFs, private markets, and digital finance • Stories reflecting our culture, values and commitment to diversity and inclusion
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