Institutional Sales Analyst, Officer - State Street Investment Management

State Street•Boston, MA

About The Position

The Institutional Sales Analyst supports Account Executives in executing the team’s strategic priorities: growing Indexing share of wallet, including in Fixed Income; maintaining and growing the firm’s Target Date Funds position and supporting participants transitioning to retirement with Income Wise; and deepening client relationships by bringing the broader firm’s capabilities to clients. The role drives sales success and efficiency across these priorities and reports to the Head of West Institutional & Strategic Accounts within the U.S. Institutional Client Group. The analyst partners with Account Executives on client and prospect panels, supports client follow-up and new-business materials, manages sales information and reporting, researches accounts, and contributes to marketing campaigns and team process improvement.

Requirements

1–3 years of financial services experience.
Bachelor’s degree.
FINRA Series 7 and 63 licenses, or ability to complete them within one year of employment.
Results-oriented, with excellent relationship skills.
Ability to prioritize and meet multiple deadlines under pressure.
Strong communication skills, including the ability to question the status quo.
Good business acumen, negotiation ability, and decision-making skills.
Ability to work effectively within a team.
Self-starter, strong financial acumen, integrity, respect, and attention to detail.

Responsibilities

Partner with Account Executives on their client and prospect panels, prioritizing activity and pipeline development.
Prepare client meeting follow-up materials.
Coordinate with stakeholders to project-manage new-business presentations and RFPs.
Maintain accurate Salesforce records for account information, pipeline/B@R, account and competitor intelligence, and contacts.
Research accounts, including asset pools, consultants, custodians, asset allocation, and incumbent managers.
Provide stakeholders with timely reporting on progress, activities, pipeline, and target markets.
Partner with other Sales Analysts on idea generation, learning, and process improvement.
Assist with marketing campaigns, including verifying contact information, applying building-block tags, and identifying highly engaged contacts according to MSI.

Benefits

401(k) retirement savings plan with company match.
Medical, dental, vision, basic life, long-term disability, and other optional insurance coverage.
Paid time off, including vacation and sick leave, and support for short-term disability and family care responsibilities.
Employee Assistance Program.
Incentive compensation, including eligibility for annual performance-based awards, with stated exclusions for certain sales roles subject to sales incentive plans.
Eligibility for certain tax-advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Employee networks.