State Street Corporation

North America Sales Analyst, Officer – State Street Investment Management

State Street Corporation • $65K — $113K *
Boston, MA 02115In-Person
Finance & Insurance
Less than 5 years of experience
5 days ago
Job Overview by Ladders

Qualifications

  • 1-3 years' financial services experience
  • Bachelor's Degree
  • FINRA Series 7 & 63, or complete within 1 year
  • Strong relationship skills
  • Excellent communication and decision-making skills
  • Ability to prioritize and manage deadlines

Responsibilities

  • Partner with Account Executives and Relationship Managers to develop client initiatives
  • Prepare materials for client meeting follow-ups
  • Manage new business presentations and RFP processes
  • Ensure accurate capture of sales data in SalesForce
  • Conduct in-depth research on accounts and asset allocation
  • Provide timely reports on sales activities and pipeline progress
  • Collaborate with other Sales Analysts for process enhancement

Benefits

  • 401K retirement savings plan with company match
  • Comprehensive insurance coverage including medical, dental, and vision
  • Paid-time off for vacation, sick leave, and family care
  • Access to Employee Assistance Program
  • Eligibility for performance-based awards and tax-advantaged savings plans
Full Job Description

The key objective of the Sales Analyst is to support Account Executives and Relationship Managers to execute on the team's strategic priorities:

  • Grow our Indexing share of wallet, extending into Fixed Income

  • Maintain and grow our market position in Target Date Funds, supporting participants as they transition into retirement with Income Wise

  • Deepen relationships with our impressive client base, bringing the strength of the broader firm to support clients with their investment priorities

  • The Sales Analyst role is key to driving sales success and efficiency across these three strategic priorities.

Role Accountability

  • Partner with Account Executives and Relationship Managers on their respective client and prospect 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[redacted], 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

Key Relationships

  • Head of Institutional Client Group

  • Sales and Relationship Management Leadership

  • Account Executives and Relationship Managers

  • CIOs, Portfolio Managers, and Portfolio Strategists

  • Marketing & Product Teams

Core Competencies

  • Self-starter

  • Strong financial acumen

  • Strong communication skills

  • Teamwork

  • Integrity Respect

  • Commitment to detail

Personal Attributes

  • 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

Salary Range:

$65,000 - $113,750 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit .

About State Street Corporation

State Street Corporation Careers

Join the dynamic team at State Street Corporation, a leading financial services provider known for its commitment to innovation, leadership, and professional growth. As a global powerhouse in investment management and servicing, we offer unparalleled job opportunities that propel your career to new heights.

Work You’ll Do

At State Street Corporation, you’ll be part of a culture that values diversity, leadership, and continuous professional development. Engage in work that transforms the financial landscape and helps our clients achieve their investment goals. Our team at State Street is at the forefront of combining industry expertise with cutting-edge technology to deliver exceptional service and results.

Explore Our Job Opportunities

Whether you’re looking for an entry-level position or a senior role, State Street Corporation offers a range of career paths in areas such as asset management, data analytics, finance, and technology. Our hiring process is designed to identify and nurture talent, focusing on your skills and potential. Prepare your resume, ace the interview, and join a team that’s committed to your career growth.

Internship Programs

Kickstart your career with a State Street internship. Our programs provide hands-on experience, networking opportunities, and professional mentoring in a real-world setting. Interns at State Street gain valuable insights and skills that make them competitive candidates for full-time positions within our company.

Benefits and Growth

State Street Corporation is dedicated to the growth and well-being of our employees. We offer a comprehensive benefits package that supports both your professional and personal life. From advanced career training and leadership development programs to health and wellness benefits, we ensure that our team members have the resources they need to succeed.

Inclusive Culture and Diversity

We pride ourselves on fostering an inclusive environment where every employee can thrive. Diversity is not just embraced; it’s celebrated. At State Street, you’ll work alongside a diverse group of professionals who bring a wide range of perspectives and ideas to the table. Our diversity training programs are designed to enhance collaboration and innovation across our global team.

Stay Connected

Join Our Team Discover the career you’ve always wanted by exploring the job opportunities at State Street Corporation. We look for driven, curious, and innovative team players who are ready to make an impact. Search State Street jobs now and find the position that best matches your skills and interests. Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. Our careers blog provides you with the latest trends, tools, and advice to keep you ahead in your professional journey.

Job Alert Emails

Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at State Street Corporation, where your career development is our priority. Join State Street Corporation and be part of a team that values innovation, leadership, and a commitment to excellence. Your future in the financial services industry starts here.
Learn more about State Street Corporation
Size
39,335 employees
Market Cap
$28.4 billion
Industry
Finance & Insurance
Net Income
$2.4 billion
Founded
1792
5 Year Trend
-4.9%
NASDAQ
STT
* Ladders Estimates

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