Institutional Sales Analyst, Officer - State Street Investment Management

State Street•Boston, MA

1d•$65,000 - $113,750

About The Position

The Institutional Sales Analyst supports Account Executives in carrying out the team's strategic priorities: growing indexing share of wallet, including in fixed income; maintaining and growing the firm's position in Target Date Funds and supporting participants transitioning into retirement with Income Wise; and deepening relationships with clients by connecting them with the broader firm's capabilities. The role contributes to sales success and efficiency across these priorities and reports to the Head of West Institutional & Strategic Accounts within the U.S. Institutional Client Group.

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 and ability to question the status quo.
Good business acumen, negotiation ability, and sound decision-making skills.
Ability to work effectively within a team.
Self-starter with strong financial acumen, teamwork, integrity, respect, and attention to detail.

Responsibilities

Partner with Account Executives on client and prospect panels, prioritizing activity and developing the pipeline.
Prepare client meeting follow-up materials.
Coordinate stakeholders and project-manage new business presentations and RFPs.
Maintain accurate Salesforce records for accounts, 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 market.
Partner with other Sales Analysts on idea generation, learning, and process improvement.
Assist with marketing campaigns, including verifying contact information, building block tagging, and identifying highest engagers according to MSI.

Benefits

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