Internal Sales Associate, Defined Contribution, Officer - State Street Investment Management
About The Position
Are you interested in being in one of the fastest growing segments of the financial services industry? Are you passionate about joining a premier asset management firm as part of their talented and dynamic distribution team? At State Street Investment Management, we are looking for an Internal Sales Associate to join our Defined Contribution (DC) Intermediary Team, part of our U.S. Wealth organization. In this role, you will be responsible for driving business with DC-focused intermediary clients. You will collaborate closely with multiple Regional Consultants to help drive adoption of our investment solutions and increase market share within their territories.
Requirements
- Series 7 and 63 required
- Bachelor’s degree
- At least 2-4 years financial services experience
- Superior oral and written communication skills
- A strong familiarity of investment products and services
- knowledge of retirement products (CITs/Target Date Fund) a plus
- Willingness and ability to travel periodically
Nice To Haves
- Masters or other advanced degree preferred
- Experience in wealth management industry
- Familiarity with State Street Investment Management offerings
- Progress towards CIMA, CFA, CFP, MBA and/or advanced degree
- Existing relationships within the intermediary channel are useful, but not required
- Intellectual curiosity and genuine interest in the industry and capital markets
Responsibilities
- Sales planning: in conjunction with the external Regional Consultant, align and execute territory business plans to improve the distribution of our investment solutions among financial advisors
- Sales process: orchestrate a team selling process, using the expertise and resources with State Street Investment Management to deliver a full array of solutions
- Client coverage: deliver excellent client service and quality outbound client engagement activity through multiple digital mediums (WebEx, Conference Calls, Phone Calls, Emails)
- Business leadership: deliver risk excellence and support the business as a whole through internal and external relationship development
Benefits
- 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)
- eligibility for certain tax advantaged savings plans
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- vibrant employee networks
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
