State Street

Internal Sales Associate, Officer - State Street Investment Management

State Street
US Boston, MA, US
Onsite $60k–$101k · announced 2026-06-18
What this role pays in Boston
$55K - $109K
Low
$55K
Median
$77K
High
$109K
Official salary benchmark · BLS OEWS 2025

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Job description

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 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

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