Senior Internal Sales Associate – US Wealth

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

Benefits offered by this job

401K match

Medical coverage

Dental coverage

Paid time off

Job summary

State Street Investment Management is seeking an Internal Sales Associate to drive business with intermediary clients within the Broker Dealer and RIA channels. You will partner with Regional Consultants to promote SSIM’s investment solutions and increase market share across assigned territories.

Responsibilities include territory planning, team-based selling, and proactive client engagement across multiple channels. Bachelor's degree and FINRA licenses are required, with travel as needed.

Qualifications

• Bachelor’s degree required.
• 1–3 years of experience preferred.
• FINRA SIE, Series 7 and 63 licenses required (or ability to obtain within 6 months of start date)
• Superior oral and written communication skills.
• Strong interest in capital markets and investment products.
• Ability to build relationships and collaborate across teams.
• Experience in wealth management or intermediary channels preferred.
• Professional designations such as CFA/ CFP/CIMA or MBA is a plus.
• Willingness to travel periodically.

Responsibilities

• Territory planning and execution with Regional Consultant to expand market share.
• Orchestrate a team-based selling approach leveraging investment expertise to deliver comprehensive solutions.
• Deliver proactive outbound client engagement via phone, email, video conferencing and virtual meetings.
• Demonstrate commitment to risk excellence and foster internal/external partnerships.

Skills

Strong communication

Relationship building

Willingness to travel

Education

Bachelor’s degree

Job description

State Street Investment Management is seeking an Internal Sales Associate to drive business with intermediary clients within the Broker Dealer and RIA channels. You will partner with Regional Consultants to promote SSIM’s investment solutions and increase market share across assigned territories.

Responsibilities include territory planning, team-based selling, and proactive client engagement across multiple channels. Bachelor's degree and FINRA licenses are required, with travel as needed.