Senior Internal Sales Associate - Wealth Solutions

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 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.