State Street
North America Sales Analyst, Senior Associate – State Street Investment Management
Boston, Massachusetts · Senior
Sponsorship not specified$52k-$88kDetected 10 hours ago
SalesforceResearchLeadershipCommunicationPublic Speaking
About the role
- If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
- For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
- An employer who violates this law shall be subject to criminal penalties and civil liability.
Responsibilities
- The key objective of the Sales Analyst is to support Account Executives and
- Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.
Compensation
- $52,000 - $87,880 Annual
Benefits
- State Street's comprehensive benefits program, which includes:
Company info
- 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.
- 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
- Head of Institutional Client Group
- Sales and Relationship Management Leadership
- Account Executives and Relationship Managers
- CIOs, Portfolio Managers, and Portfolio Strategists
- Marketing & Product Teams
- Self-starter
- Strong financial acumen
- Strong communication skills
- Teamwork
- Integrity Respect
- Commitment to detail
- 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
Visa & Work Authorization
- gin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military a
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This listing is sourced directly from State Street's careers page and normalized into a canonical job model.