Internal Sales, Senior Associate

State Street; Boston (MA); On-site; USD 52,000 - 85,000; Full time

Benefits offered by this job

401K match

Insurance coverage

Paid time off (PTO)

Employee Assistance Program

Incentive compensation

Job summary

State Street Investment Management seeks a Senior Associate, Internal Sales Consultant for the US Wealth team. You will drive business with intermediary clients within Broker Dealer and RIA channels, partnering with Regional Consultants to grow adoption of investment solutions.

Responsibilities include territory planning, coordinating cross‑functional selling, proactive outreach across multiple channels, and upholding risk standards while building internal/external partnerships.

Qualifications

• Bachelor’s degree required.
• 1–3 years of experience preferred in investment/wealth management or financial services.
• FINRA SIE, Series 7 and 63 licenses required or obtainable within 6 months.
• Superior oral and written communication skills with clients and stakeholders.
• Interest in capital markets and investment products.

Responsibilities

• Territory planning and execution to expand market share and distribute SSIM solutions.
• Lead team-based selling by leveraging SSIM investment expertise and resources.
• Deliver proactive client engagement through multiple channels: phone, email, video, virtual meetings.
• Foster risk-aware partnerships and support strategic initiatives.

Education

Bachelor’s degree

FINRA SIE, Series 7 and 63 licenses

Job description

Who We Are Looking For

State Street Investment Management is currently seeking a Senior Associate, Internal Sales Consultant 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 our investment solutions and increase market share across assigned territories.

Why this role is important to us

In this role, you will be responsible for driving business with clients in the highest areas of concentrated wealth within a specific territory. In addition to having direct ownership of intermediary clients, you will also collaborate with your external Regional Consultant.

What You Will Be Responsible For

As a Senior Associate, you will:

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 (e.g., ETFs, model portfolios, cash 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.

What We Value

These skills will help you succeed in this role

• 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.

Education & Preferred 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, cash 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

$52,000 - $84,760 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.

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.

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’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.

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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.

Job ID: R-796678