Internal Sales, Senior Associate
About The Position
State Street Investment Management is currently seeking a Senior Associate, Internal Sales Consultant to join our US Wealth team. In this role, you will be responsible for driving business with intermediary clients within the Broker Dealer and RIA channels. You will partner closely with Regional Consultants to help drive adoption of our investment solutions and increase market share across assigned territories. In this role, you will be responsible for driving business with clients in the highest areas of concentrated wealth within a specific territory. In addition to having direct ownership of intermediary clients, you will also collaborate with your external Regional Consultant.
Requirements
- Ability to build relationships and collaborate effectively across teams and client segments.
- Bachelor’s degree required.
- FINRA SIE, Series 7 and 63 licenses required (or ability to obtain within 6 months of start date)
- Superior oral and written communication skills, with the ability to engage effectively with both clients and internal stakeholders.
- Strong interest in capital markets and investment products (e.g., ETFs, model portfolios, cash solutions)
- Ability to build relationships and collaborate effectively across teams and client segments.
Nice To Haves
- Experience in wealth management, intermediary distribution, or financial advisor-facing roles is preferred.
- 1-3 years of experience preferred, ideally within the investment management, wealth management, or broader financial services industry.
- Existing relationships within the Broker Dealer, RIA, or broader intermediary channels are beneficial but not required.
- Progress toward or attainment of professional designations such as the CFA, CFP®, CIMA®, or an MBA is a plus.
- Willingness and ability to travel periodically.
Responsibilities
- Partner with the Regional Consultant to develop and execute territory business plans to expand market share, uncover new business opportunities, and grow the distribution of SSIM’s investment solutions (e.g., ETFs, model portfolios, cash solutions).
- Orchestrate a team-based selling approach by leveraging SSIM's investment expertise, specialist resources, and thought leadership to deliver comprehensive solutions that meet client needs and drive business growth.
- Deliver an exceptional client experience through proactive outreach and quality outbound client engagement activity across multiple channels, including phone, email, video conferencing, and virtual meetings.
- Demonstrate a commitment to risk excellence while fostering strong internal and external partnerships, contributing to strategic initiatives, and supporting the overall success of the business.
Benefits
- 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)
- eligibility for certain tax advantaged savings plans
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- vibrant employee networks
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What This Job Offers
Job Type
Full-time
Career Level
Senior
