Institutional Sales Analyst: Growth & Strategy

State Street Corporation; Boston (MA); On-site; USD 65,000 - 114,000; Full time

Benefits offered by this job

401(k) with company match

Health insurance

Paid time off

Employee Assistance Program

Job summary

State Street Corporation in Boston, MA seeks a Sales Analyst to support Account Executives in executing strategic priorities, growing indexing share, extending into fixed income, and assisting participants transitioning into retirement with Income Wise. You will help strengthen client relationships with the broader firm and drive sales efficiency.

The role reports to the Head of West Institutional & Strategic Accounts and requires 1–3 years in financial services, a Bachelor's degree, and FINRA

Qualifications

• 1–3 years' financial services experience.
• Bachelor's Degree.
• FINRA Series 7 & 63, or complete within 1 year of employment.
• Results oriented with excellent relationship skills.
• Able to prioritize and meet multiple deadlines under pressure.
• Strong communication skills with the ability to question the status quo.
• Good business acumen, ability to negotiate, good decision-making skills.
• Ability to work effectively within a team.

Responsibilities

• Partner with Account Executives on client and prospect panels, prioritizing activity and pipeline development.
• Prepare client meeting follow-up materials.
• Work across stakeholders to project manage new business presentations and RFPs.
• Ensure Salesforce accurately captures account information, pipeline/B@R, account and competitor intelligence, and contact information.
• Conduct research on accounts, including asset pools, consultants, custodians, asset allocation, and incumbent managers.
• Deliver timely reporting to stakeholders on progress, including activities, pipeline, and target market.
• Partner with other Sales Analysts for idea generation, learning, and enhancing processes.
• Assist in the management of marketing campaigns — ensuring contact information is correct, building block tagging, awareness of highest engagers according to MSI.

Skills

Financial services

Communication skills

Teamwork

Detail orientation

Relationship skills

Prioritization

Negotiation

Decision making

Education

Bachelor's Degree

FINRA Series 7 & 63

Job description

State Street Corporation in Boston, MA seeks a Sales Analyst to support Account Executives in executing strategic priorities, growing indexing share, extending into fixed income, and assisting participants transitioning into retirement with Income Wise. You will help strengthen client relationships with the broader firm and drive sales efficiency.

The role reports to the Head of West Institutional & Strategic Accounts and requires 1–3 years in financial services, a Bachelor's degree, and FINRA