Strategic Institutional Sales Analyst

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

Benefits offered by this job

401K with company match

Comprehensive benefits package

Paid time off and disability coverage

Job summary

State Street Investment Management in Boston seeks a Sales Analyst to support Account Executives in executing strategic priorities, with focus on growing indexing and fixed income, as well as Target Date Funds. You’ll partner with stakeholders, manage presentations, and maintain accurate Salesforce data to drive sales efficiency.

The role reports to the Head of West Institutional & Strategic Accounts and emphasizes client relationship growth and market intelligence across multiple product areas.

Qualifications

• 1-3 years' financial services experience.
• Bachelor's Degree.
• FINRA Series 7 & 63, or complete within 1 year of employment.
• Results oriented, excellent relationship skills
• Able to prioritize and meet multiple deadlines under pressure
• Strong communication skills with the ability to question the status quo
• Good business acumen, ability to negotiate, good decision-making skills
• Ability to work effectively within a team

Responsibilities

• Partner with Account Executives on their client and prospect panels, prioritizing activity and pipeline development
• Prepare client meeting follow-up materials
• Project manage new business presentations and RFPs across stakeholders
• Ensure Salesforce captures account information, pipeline/B@R, account and competitor intelligence, and contact information
• Conduct research on accounts, including asset pools, consultants, custodians, asset allocation, and incumbent managers
• Deliver timely reporting to stakeholders on progress, including activities, pipeline, and target market
• Partner with other Sales Analysts for idea generation, learning, and process improvement
• Assist in marketing campaigns—ensuring contact information is correct and building block tagging

Skills

Self-starter

Strong financial acumen

Strong communication skills

Teamwork

Integrity Respect

Commitment to detail

Education

Bachelor's Degree

FINRA Series 7 & 63

Job description

State Street Investment Management in Boston seeks a Sales Analyst to support Account Executives in executing strategic priorities, with focus on growing indexing and fixed income, as well as Target Date Funds. You’ll partner with stakeholders, manage presentations, and maintain accurate Salesforce data to drive sales efficiency.

The role reports to the Head of West Institutional & Strategic Accounts and emphasizes client relationship growth and market intelligence across multiple product areas.