Sales Support and Effectiveness Strategist

STATE STREET CORPORATION; Boston (MA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

15% regional travel

Paid volunteer days

Job summary

State Street Bank And Trust Company, based in Boston, MA, seeks a Sales Support and Effectiveness Strategist to provide investment research and strengthen the positioning of the SPDR ETF family. You will synthesize insights from our ETF research team with your own proprietary analysis to inform clients and prospects and support product launches.

Key duties include monitoring markets, producing investment content, communicating investment processes, and representing the Global ETF Research

Qualifications

• Advanced investment concepts and market analysis required.
• Strong ability to translate research into client-ready content.
• Experience with ETF products and portfolio construction strategies.

Responsibilities

• Monitor financial markets and competitive landscape to inform clients.
• Enhance SPDR ETF product positioning with rigorous research.
• Generate investment content (articles, whitepapers) for varied audiences.
• Present investment processes and insights to clients and prospects.
• Represent the ETF research team at conferences and events.

Skills

Investment concepts

Portfolio construction

Quantitative analysis

Client presentations

Stakeholder collaboration

Education

Master's degree in Business Administration, Finance or related

Bachelor's degree + CFA or CAIA designation

Tools

Bloomberg

FactSet

Morningstar Direct

Job description

Sales Support and Effectiveness Strategist (State Street Bank And Trust Company; Boston, Massachusetts): Provides investment research and competitive product positioning. Will demonstrate the expertise of our portfolio management teams and augment that with their own proprietary research, working alongside a larger research team dedicated to ETFs, market outlooks, investment analysis and thought leadership. Specific duties of the position include: Continually monitor and analyze the financial markets as well as the industry competitive landscape to provide research and perspectives to clients and prospects; use strong investment merits to enhance the product positioning of SPDR ETF family of ETFs, with a deep understanding of active, indexed, and quantitative investment strategies; generate investment content (i.e., articles, whitepapers) for a wide breadth of investors and asset class topics that helps to educate our clients and promote ETFs relative to other investment vehicles; articulate in-depth investment processes in written or verbal forms to current as well as prospective clients; represent the Global ETF Research Strategist team as the subject matter expert on new product launches; develop and sustain strong working partnerships with our marketing, capital market, product and investment teams; and pursue client-facing opportunities to promote their work and insights, including at conferences where applicable. 15% regional travel required. Hybrid remote telecommuting permitted from within the U.S. pursuant to company policy.

Minimum Requirements: Master’s degree or its equivalent in Business Administration, Finance or related and 7 years of experience in any occupation/title providing investment experience. Alternatively, will accept a Bachelor\u2019s degree or its equivalent in Business Administration in combination with a CFA or CAIA designation and 10 years of experience in any occupation/title providing investment experience. Must have: Current securities licenses (Series 7 and Series 63) or demonstrated ability to obtain these licenses by demonstrated solid ability with Investment concepts (including quantitative equity factor analysis, macroeconomic sensitivity, options pricing, and portfolio construction and optimization) and Investment securities (including Global equities, Options and other listed derivatives, ETFs and Mutual funds); clean compliance and U4 record required; knowledge of Bloomberg, FactSet and Morningstar Direct; knowledge of all asset classes and portfolio construction; competency with portfolio optimization processes; critical understanding of financial theory and empirical research; in-depth knowledge of ETFs and competing investment vehicles; ability to work with and influence internal and external stakeholders; positive, collaborative attitude with a strong team orientation; strong communications skills for frequent external and internal presentations. (Unless otherwise indicated, State Street is seeking the stated ability in the skills listed above with no specific number of years or amount of experience required. All experience can be gained concurrently.)

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. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement