Strategic Sales Analyst – Institutional Clients

State Street; Boston (MA); On-site; USD 65,000 - 113,750; Full time

Job summary

State Street in Boston is seeking a Sales Analyst to support Account Executives and Relationship Managers in executing the team's strategic priorities, including expanding our share in Indexing, Fixed Income, and Target Date Funds.

You will partner with sales teams on client panels, manage pipeline, prepare meeting materials, and ensure Salesforce data is accurate. A Bachelor's degree and 1–3 years in financial services, plus FINRA 7 & 63 (or progress) are expected.

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.
• Ability 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 and Relationship Managers on client panels, prioritizing activity and pipeline development
• Prepare client meeting follow-up materials
• Work across stakeholders to project manage new business presentations and RFPs
• Ensure Salesforce accurately 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 enhancing processes
• Assist in the management of marketing campaigns — ensuring contact information is correct, building block tagging, awareness of highest engagers according to MSI

Skills

Strong financial acumen

Strong communication skills

Teamwork

Self-starter

Prioritization

Education

Bachelor's Degree

FINRA Series 7 & 63

Job description

State Street in Boston is seeking a Sales Analyst to support Account Executives and Relationship Managers in executing the team's strategic priorities, including expanding our share in Indexing, Fixed Income, and Target Date Funds.

You will partner with sales teams on client panels, manage pipeline, prepare meeting materials, and ensure Salesforce data is accurate. A Bachelor's degree and 1–3 years in financial services, plus FINRA 7 & 63 (or progress) are expected.