North America Sales Analyst, Senior Associate – State Street Investment Management
State Street•Boston, MA
About The Position
The key objective of the Sales Analyst is to support Account Executives and Relationship Managers to execute on the team's strategic priorities: Grow our Indexing share of wallet, extending into Fixed Income Maintain and grow our market position in Target Date Funds, supporting participants as they transition into retirement with Income Wise Deepen relationships with our impressive client base, bringing the strength of the broader firm to support clients with their investment priorities The Sales Analyst role is key to driving sales success and efficiency across these three strategic priorities.
Requirements
- Minimum of 1 year of financial services experience
- Bachelor's Degree
- FINRA Series 7 & 63, or complete within 1 year of employment
- Results oriented, excellent relationship skills
- Able to prioritize and meet multiple deadlines under pressure
- Strong communication skills with the ability to question the status quo
- Good business acumen, ability to negotiate, good decision-making skills
- Ability to work effectively within a team
Nice To Haves
- Self-starter
- Strong financial acumen
- Strong communication skills
- Teamwork
- Integrity
- Respect
- Commitment to detail
Responsibilities
- Partner with Account Executives and Relationship Managers on their respective client and prospect panels, prioritizing activity and pipeline development
- Prepare client meeting follow-up materials
- Work across stakeholders to project manage new business presentations and RFPs
- Ensure SalesForce accurately captures account information, pipeline/B@R, account and competitor intelligence, and contact information
- Conduct research on accounts, including asset pools, consultants, custodians, asset allocation, and incumbent managers
- Deliver timely reporting to stakeholders on progress, including activities, pipeline, and target market
- Partner with other Sales Analysts for idea generation, learning, and enhancing processes
- Assist in the management of marketing campaigns — ensuring contact information is correct, building block tagging, awareness of highest engagers according to MSI
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
- 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
