State Street
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:
Key Skills & Qualifications:
Salary Range:
$47 840 - $77 480 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.
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.
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