State Street Investment Management - US Wealth - 2027 Summer Internship

State Street•Boston, MA

About The Position

State Street Investment Management is seeking a highly motivated summer intern to support its US Wealth team, a strategically important growth business. The intern will contribute to initiatives across Broker Dealer, RIA, National Accounts, DC Intermediary, and Internal Sales channels, with projects focused on client engagement, sales effectiveness, sales productivity, and distribution strategy. The role offers hands-on experience across the US Wealth business, exposure to US Wealth leadership and investment capabilities, and insight into the sales processes that drive business growth. The intern will work with Sales, Marketing, Product, Strategy, and Analytics teams; analyze business and engagement data; conduct market and advisor research; and help develop recommendations and presentations. The role also includes exposure to investment solutions such as ETFs, model portfolios, direct indexing, cash strategies, and defined contribution solutions, as well as job shadowing members of the distribution team in 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, highlighting features, market positioning, and advisor use cases.
Shadow US Wealth distribution team members in external, hybrid, and internal sales roles.
Demonstrate a commitment to risk excellence while supporting cross-functional initiatives and broader US Wealth priorities.

Benefits

Retirement savings plan (401(k)) 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 incentive compensation, including annual performance-based awards, subject to stated exclusions and sales incentive plans.
Eligibility for certain tax-advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Employee networks.