Hybrid Institutional Sales & Business Growth Pro

State Street; Boston (MA); Hybrid; USD 60,000 - 101,000; Full time

Benefits offered by this job

401(k) plan with company match

Comprehensive health insurance

Paid time off

Hybrid work arrangement

Job summary

State Street Investment Management in Boston is seeking a Business Development Associate (Officer) to support the US Cash Distribution team. You will collaborate with a Senior Cash Sales Director to grow assets by engaging with institutional liquidity investors and intermediaries.

This hands-on role requires 1–3 years of financial services sales experience, a Bachelor’s degree, and proficiency with Salesforce and Excel.

Qualifications

• Bachelor’s Degree is required.
• FINRA Series 7 and 63 preferred.
• Proficiency in Salesforce and Microsoft Excel.

Responsibilities

• Partner closely with a Senior Cash Sales Director on institutional sales and relationship management.
• Diversify the client base through prospect engagement and outreach.
• Develop new leads using market data and industry knowledge.
• Support territory management and strategic business planning.
• Attend client meetings and industry events, providing value-added information.
• Prepare and organize RFPs, marketing materials, and presentations.
• Monitor regulatory developments affecting cash products and communicate updates.
• Collaborate with teams across legal, compliance, finance, product, and portfolio management.

Skills

Client relationship development

Self-motivation

Strong communication

Education

Bachelor’s Degree

FINRA Series 7 and 63 preferred

Tools

Salesforce

Microsoft Excel

Job description

State Street Investment Management in Boston is seeking a Business Development Associate (Officer) to support the US Cash Distribution team. You will collaborate with a Senior Cash Sales Director to grow assets by engaging with institutional liquidity investors and intermediaries.

This hands-on role requires 1–3 years of financial services sales experience, a Bachelor’s degree, and proficiency with Salesforce and Excel.