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

State Street•Scottsdale, AZ

2d•$47,840 - $77,480

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, partnering with Regional Consultants and Hybrid Sales Consultants to increase adoption of the firm’s investment solutions and grow market share across assigned territories. The consultant partners with Regional Consultants on territory plans and uses a team-based selling approach, drawing on investment expertise, specialist resources, and thought leadership to provide client-focused solutions. The role engages clients proactively through phone, email, video conferencing, and virtual meetings, while supporting strategic initiatives, strong partnerships, and risk excellence. The position requires a bachelor’s degree. Two to four years of relevant experience is preferred, ideally in investment management, wealth management, or financial services. FINRA SIE, Series 7, and Series 63 licenses are preferred, or must be obtainable within six months of the start date. Periodic travel is required. The stated annual salary range is $47,840–$77,480 for the primary location; the range may differ for other work locations.

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

Two to four 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.
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, uncover new business opportunities, and grow distribution of SSIM solutions, including ETFs, model portfolios, direct indexing, cash strategies, and DC solutions.
Coordinate a team-based selling approach, leveraging investment expertise, specialist resources, and thought leadership to deliver solutions that meet client needs and drive business growth.
Provide a strong 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 optional additional coverages.
Paid time off, including vacation, sick leave, short-term disability, and leave for family care responsibilities.
Access to an 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.