Internal Sales Associate, Officer - State Street Investment Management

State Street • Scottsdale, AZ

5d

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 US Wealth Internal Sales team. In this role, you will be responsible for driving business with intermediary clients in the highest areas of concentrated wealth within a specific territory. 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, Masters or other advanced degree preferred
• At least 2-4 years financial services experience
• Superior oral and written communication skills
• A strong familiarity of investment products and services, knowledge of ETFs a plus
• Willingness and ability to travel periodically

Nice To Haves

• 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

• 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 https://hrportal.ehr.com/statestreet/Home

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees