Wealth Management Analytics & AI Intern

State Street Corp; Boston (MA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401K retirement savings plan

Medical insurance

Paid time off

Employee assistance program

Annual incentive opportunities

Tax-advantaged savings plans

Job summary

State Street Corp in Boston seeks a student intern to support US Wealth initiatives, focusing on advisor engagement, sales productivity, and growth opportunities. You will explore AI-enabled sales use cases, assist with data enrichment, segmentation, and account planning, and collaborate with Sales, Marketing, Product, Strategy, and Analytics teams.

The role involves researching market trends, developing insights, and delivering presentations on investment solutions while shadowing distribution

Qualifications

• Pursuing a bachelor’s degree with expected graduation Dec 2027 or May 2028.
• Strong analytical, problem-solving, and communication skills.
• Proficiency in Microsoft Excel and PowerPoint, with an interest in using data to solve business problems and communicate insights.

Responsibilities

• Support strategic initiatives across US Wealth focused on advisor engagement, sales effectiveness, and business growth.
• Assist with AI-enabled sales initiatives, including Copilot use cases, workflow optimization, and sales enablement tools.
• Support data enrichment, advisor segmentation, account planning, and BI projects that identify growth opportunities and improve sales productivity.
• Analyze advisor, platform, and engagement data to identify trends and develop actionable insights and recommendations.
• Collaborate with Sales, Marketing, Product, Strategy, and Analytics teams on cross-functional initiatives and broader US Wealth priorities.
• Conduct research on financial advisors, wealth management firms, and market trends to support business development.
• Gain exposure to investment management capabilities including ETFs, model portfolios, direct indexing, cash strategies, and defined contribution solutions.
• Develop and deliver presentations on investment solutions highlighting features, positioning, and advisor use cases.
• Job shadow members of the US Wealth distribution team to gain exposure to external, hybrid, and internal sales roles.
• Demonstrate a commitment to risk excellence while supporting cross-functional initiatives.

Skills

Analytical skills

Problem solving

Communication

Excel

PowerPoint

Data analytics

Interest in AI

Team collaboration

Leadership

Education

Bachelor’s degree (pursuing)

Tools

Excel

PowerPoint

Job description

State Street Corp in Boston seeks a student intern to support US Wealth initiatives, focusing on advisor engagement, sales productivity, and growth opportunities. You will explore AI-enabled sales use cases, assist with data enrichment, segmentation, and account planning, and collaborate with Sales, Marketing, Product, Strategy, and Analytics teams.

The role involves researching market trends, developing insights, and delivering presentations on investment solutions while shadowing distribution