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

State Street•Boston, MA

About The Position

State Street Investment Management is seeking an Internal Sales Associate to join its US Wealth team. The role drives business with intermediary clients in the Broker Dealer and RIA channels and partners closely 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 strategies, coordinates team-based selling using investment expertise and specialist resources, and engages clients through proactive outreach across phone, email, video conferencing, and virtual meetings. The role also supports strong partnerships, risk excellence, strategic initiatives, and overall business success. The annual salary range is $47,840–$77,480 for the primary location. Employees may participate in State Street’s benefits program, including retirement savings with company match; insurance coverage; paid time off; an Employee Assistance Program; incentive compensation eligibility; and certain tax-advantaged savings plans. The company also describes inclusive development opportunities, flexible work-life support, paid volunteer days, and employee networks.

Requirements

Bachelor’s degree required.
FINRA SIE, Series 7, and Series 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

1–3 years of experience preferred, ideally in investment management, wealth management, or the broader financial services industry.
Experience in wealth management, intermediary distribution, or financial advisor-facing roles.
Existing relationships in Broker Dealer, RIA, or broader intermediary channels.
Progress toward or attainment of designations such as CFA, CFP®, or CIMA®, or an MBA.

Responsibilities

Partner with the Regional Consultant to develop and execute territory business plans that expand market share, uncover new business opportunities, and grow distribution of SSIM investment solutions, including ETFs, model portfolios, direct indexing, cash strategies, and DC solutions.
Coordinate a team-based sales approach, leveraging SSIM investment expertise, specialist resources, and thought leadership to provide client solutions and drive business growth.
Deliver an exceptional client experience through proactive outreach and quality outbound engagement via phone, email, video conferencing, and virtual meetings.
Demonstrate commitment to risk excellence, foster 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.
Basic life, medical, dental, vision, long-term disability, and optional additional insurance coverage.
Paid time off, including vacation, sick leave, short-term disability, and leave for family care responsibilities.
Employee Assistance Program.
Eligibility for incentive compensation, including annual performance-based awards, with 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.