Wealth Intermediary Sales Consultant

STATE STREET CORPORATION; Boston (MA); On-site; USD 52,000 - 85,000; Full time

Job summary

State Street Investment Management seeks a Senior Associate, Internal Sales Consultant to drive business with intermediary clients in Broker Dealer and RIA channels. You will partner with Regional Consultants to grow market share and adoption of ETFs, model portfolios, and cash solutions.

Ideal candidates have 1–3 years in wealth management, licenses (SIE, Series 7, 63) or ability to obtain, and strong communication skills. Travel may be required as part of client coverage.

Qualifications

• Bachelor’s degree required.
• 1-3 years of experience preferred in investment management, wealth management, or related financial services.
• FINRA SIE, Series 7 and 63 licenses required (or able to obtain within 6 months of start).
• Superior oral and written communication skills with clients and internal stakeholders.
• Interest in capital markets and investment products such as ETFs and model portfolios.

Responsibilities

• Territory planning and execution to expand market share and distribute SSIM solutions.
• Sales process and collaboration with Regional Consultants to deliver comprehensive solutions.
• Client engagement and outreach across phone, email, video, and virtual meetings.
• Support business leadership and risk-excellence through partnerships and strategic initiatives.

Skills

Relationship building

Intermediary distribution

Wealth management

Communication skills

Education

Bachelor's degree

Job description

State Street Investment Management seeks a Senior Associate, Internal Sales Consultant to drive business with intermediary clients in Broker Dealer and RIA channels. You will partner with Regional Consultants to grow market share and adoption of ETFs, model portfolios, and cash solutions.

Ideal candidates have 1–3 years in wealth management, licenses (SIE, Series 7, 63) or ability to obtain, and strong communication skills. Travel may be required as part of client coverage.