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

State Street Corporation; Boston (MA); On-site; USD 48,000 - 77,000; Full time

Benefits offered by this job

401K with company match

Medical, dental & vision coverage

Paid time off

Employee Assistance Program

Short-term disability

Job summary

State Street Investment Management is hiring an Internal Sales Associate for the US Wealth team. You will drive business with intermediary clients in Broker Dealer and RIA channels, partnering with Regional Consultants to promote SSIM investment solutions and expand market share across territories.

You will manage territory plans, lead collaborative sales efforts, engage clients via multi-channel outreach, and uphold risk standards while supporting strategic initiatives and business success.

Qualifications

• Bachelor’s degree required.
• 1–3 years of experience in investment/wealth management or financial services.
• FINRA SIE, Series 7 and 63 licenses required (or ability to obtain within 6 months).
• Excellent oral and written communication skills.
• Interest in capital markets and investment products (ETFs, model portfolios, direct indexing, cash strategies, DC solutions).
• Willingness to travel periodically.

Responsibilities

• Territory planning and execution with Regional Consultant to grow market share and distribute SSIM investments.
• Lead a team-based sales process leveraging SSIM expertise to deliver comprehensive solutions.
• Deliver proactive client outreach via phone, email, and virtual meetings across channels.
• Demonstrate business leadership and risk excellence while partnering across internal and external teams.

Skills

Communication

Relationship building

Travel flexibility

Education

Bachelor’s degree

FINRA SIE

Series 7

Series 63

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

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.

Benefits

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)
• 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 will 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.

Equal Opportunity Employer

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.

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.