Strategic Institutional Sales Analyst

State Street; Boston (MA); On-site; USD 65,000 - 114,000; Full time

Benefits offered by this job

401K with company match

Comprehensive insurance coverage

Paid time off & sick leave

Employee Assistance Program

Incentive compensation programs

Tax-advantaged savings plans

Job summary

State Street is seeking a Sales Analyst to partner with Account Executives, manage client interactions, and support strategic initiatives in side of Indexing, Fixed Income, and Target Date Funds. You will help drive pipeline, ensure accurate data in Salesforce, and collaborate across teams to optimize campaigns and proposals.

The role reports to the Head of West Institutional & Strategic Accounts and requires strong financial acumen, communications, and teamwork in a fast-paced environment.

Qualifications

• 1–3 years' financial services experience
• Strong communication and relationship skills
• Ability to manage multiple deadlines under pressure
• Good business acumen and decision-making abilities
• Ability to work effectively within a team

Responsibilities

• Partner with Account Executives on client and prospect panels, prioritizing activity and pipeline development
• Prepare client meeting follow-up materials
• Coordinate across stakeholders to project-manage new business presentations and RFPs
• Ensure Salesforce accurately captures account information, pipeline/B@R, and contact details
• Conduct research on accounts, including asset pools, consultants, custodians, asset allocation, and incumbent managers
• Deliver timely reporting on progress, including activities, pipeline, and target market
• Collaborate with other Sales Analysts for ideas and process improvements
• Assist in managing marketing campaigns, ensuring accurate contact data and engagement metrics

Skills

Financial acumen

Communication skills

Self-starter

Teamwork

Integrity & respect

Detail orientation

Education

Bachelor's Degree

FINRA Series 7 & 63

Job description

State Street is seeking a Sales Analyst to partner with Account Executives, manage client interactions, and support strategic initiatives in side of Indexing, Fixed Income, and Target Date Funds. You will help drive pipeline, ensure accurate data in Salesforce, and collaborate across teams to optimize campaigns and proposals.

The role reports to the Head of West Institutional & Strategic Accounts and requires strong financial acumen, communications, and teamwork in a fast-paced environment.