State Street Investment Management - US Wealth - 2027 Summer Internship
About The Position
State Street Investment Management is seeking a highly motivated intern to join the US Wealth team, a strategically important growth business. The intern will support initiatives across the Broker Dealer, RIA, National Accounts, DC Intermediary, and Internal Sales channels, contributing to projects related to client engagement, sales effectiveness, sales productivity, and distribution strategy. The role offers hands-on experience across the US Wealth business, with exposure to its leadership, investment capabilities, and sales processes. The intern will work on cross-functional projects, analyze data and market trends, research business development opportunities, and develop presentations on investment solutions. The internship also includes job shadowing members of the US Wealth distribution team across external, hybrid, and internal sales roles.
Requirements
- Currently pursuing a bachelor’s degree, with an expected graduation date of December 2027 or May 2028.
- Strong analytical, problem-solving, and communication skills.
- Proficiency in Microsoft Excel and PowerPoint.
- Strong attention to detail and ability to work effectively in a fast-paced, team-oriented environment.
- Demonstrated leadership through academic, professional, athletic, or extracurricular experiences.
Nice To Haves
- Interest in using data to solve business problems and communicate insights.
- Interest in financial markets, asset management, wealth management, and the investment industry.
- Interest in data analytics, artificial intelligence, and technology-enabled business solutions.
- Interest in pursuing a career in sales, relationship management, distribution, or investment management.
Responsibilities
- Support strategic US Wealth initiatives focused on advisor engagement, sales effectiveness, and business growth.
- Assist with AI-enabled sales initiatives, including Copilot use cases, workflow optimization, and sales enablement tools.
- Support data enrichment, advisor segmentation, account planning, and business intelligence projects to identify growth opportunities and improve sales productivity.
- Analyze advisor, platform, and engagement data to identify trends and develop actionable insights and recommendations.
- Collaborate with Sales, Marketing, Product, Strategy, and Analytics teams on cross-functional initiatives and broader US Wealth priorities.
- Research financial advisors, wealth management firms, State Street Investment Management solutions, and market trends to support business development.
- Develop and deliver presentations on investment solutions to internal teams, highlighting key features, market positioning, and advisor use cases.
- Shadow members of the US Wealth distribution team to gain exposure to external, hybrid, and internal sales roles.
- Demonstrate a commitment to risk excellence while supporting cross-functional initiatives and broader US Wealth priorities.
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.
- Eligibility for annual performance-based incentive 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.
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What This Job Offers
Job Type
Full-time
Career Level
Intern
