Internal Sales Associate, Senior Associate - US Wealth, State Street Investment Management

State Street•Boston, MA

2d•$47,840 - $77,480

About The Position

State Street Investment Management is seeking an Internal Sales Associate to join its US Wealth team. The role is responsible for driving business with intermediary clients in the Broker Dealer and RIA channels and partnering with Regional Consultants to increase adoption of SSIM investment solutions and market share across assigned territories. The associate partners with Regional Consultants to plan and execute territory activity, identify business opportunities, and expand distribution of products and solutions including ETFs, model portfolios, direct indexing, cash strategies, and DC solutions. The role uses a team-based selling approach, drawing on investment expertise, specialist resources, and thought leadership to meet client needs. It also involves proactive client outreach through phone, email, video conferencing, and virtual meetings, while supporting risk excellence, partnerships, strategic initiatives, and the broader success of the business. The position requires a bachelor's degree and FINRA SIE, Series 7, and 63 licenses, or the ability to obtain them within six months of the start date. One to three years of experience is preferred, particularly in investment management, wealth management, or financial services. Periodic travel is expected. The annual salary range is $47,840 to $77,480 for the primary location specified; the applicable range may differ for other locations. Employees may participate in State Street's benefits program, which includes retirement savings, insurance coverage, paid time off, employee assistance, incentive compensation eligibility, and certain tax-advantaged savings plans.

Requirements

Bachelor's degree required.
FINRA SIE, Series 7, and 63 licenses required, or ability to obtain them within six months of the start date.
Superior oral and written communication skills, with the ability to engage effectively with clients and internal stakeholders.
Strong interest in capital markets and investment products, including ETFs, model portfolios, direct indexing, cash strategies, and DC solutions.
Ability to build relationships and collaborate effectively across teams and client segments.
Willingness and ability to travel periodically.

Nice To Haves

One to three years of experience, preferably in investment management, wealth management, or the broader financial services industry.
Experience in wealth management, intermediary distribution, or financial advisor-facing roles.
Existing relationships within Broker Dealer, RIA, or broader intermediary channels.
Progress toward or attainment of professional designations such as CFA, CFP®, CIMA®, or an MBA.

Responsibilities

Partner with the Regional Consultant to develop and execute territory business plans that expand market share, identify new business opportunities, and grow distribution of SSIM investment solutions.
Use a team-based selling approach, leveraging investment expertise, specialist resources, and thought leadership to deliver solutions that meet client needs and drive business growth.
Conduct proactive outreach and quality outbound client engagement through phone, email, video conferencing, and virtual meetings.
Demonstrate commitment to risk excellence, build internal and external partnerships, contribute to strategic initiatives, and support the overall success of the business.

Benefits

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