Internal Sales Consultant, Officer - US Wealth – State Street Investment Management

State Street•Scottsdale, AZ

About The Position

State Street Investment Management is seeking an Internal Sales Consultant to join its US Wealth team. The role drives business with intermediary clients in the Broker Dealer and RIA channels and partners with Regional Consultants and Hybrid Sales Consultants to promote adoption of the firm’s investment solutions and increase market share across assigned territories. The consultant partners with Regional Consultants on territory planning and execution, uses a team-based selling approach to address client needs, and provides proactive client engagement through phone, email, video conferencing, and virtual meetings. The role also contributes to business initiatives and partnerships while demonstrating a commitment to risk excellence.

Requirements

Bachelor’s degree required.
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

2–4 years of experience preferred, ideally in investment management, wealth management, or the broader financial services industry.
FINRA SIE, Series 7, and Series 63 licenses preferred, or ability to obtain them within six months of the start date.
Experience in wealth management, intermediary distribution, or financial advisor-facing roles preferred.
Existing relationships within Broker Dealer, RIA, or broader intermediary channels are beneficial but not required.
Progress toward or attainment of professional designations such as CFA, CFP®, CIMA®, or an MBA is a plus.

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, drawing on investment expertise, specialist resources, and thought leadership to deliver solutions that meet client needs and grow the business.
Provide an exceptional client experience through proactive outreach and quality outbound engagement by phone, email, video conferencing, and virtual meetings.
Demonstrate commitment to risk excellence, foster internal and external partnerships, contribute to strategic initiatives, and support overall business success.

Benefits

401(k) retirement savings plan with company match.
Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional coverages.
Paid time off, including vacation, sick leave, short-term disability, and family care responsibilities.
Access to the Employee Assistance Program.
Incentive compensation, including eligibility for 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.