Internal Sales Associate, Officer

Responsibilities

• Align and execute territory business plans in conjunction with Regional Consultants to improve the distribution of investment solutions.
• Orchestrate a team selling process by leveraging internal expertise and resources to deliver a full array of solutions.
• Deliver excellent client service and quality outbound engagement through digital mediums including WebEx, phone, and email.
• Support business leadership through internal and external relationship development and risk excellence.

Requirements

• Series 7 and 63 licenses required.
• Bachelor’s degree.
• 2-4 years of experience in financial services.
• Strong familiarity with investment products and services; knowledge of ETFs is a plus.
• Superior oral and written communication skills.
• Willingness and ability to travel periodically.

Preferred Qualifications

• Experience within the wealth management industry.
• Familiarity with State Street Investment Management offerings.
• Progress towards professional designations such as CIMA, CFA, CFP, or an MBA.
• Existing relationships within the intermediary channel.
• Intellectual curiosity regarding capital markets and the financial industry.

Benefits

• Retirement savings plan (401K) with company match.
• Comprehensive insurance coverage including medical, dental, vision, and life insurance.
• Paid time off, including vacation, sick leave, and family care responsibilities.
• Incentive compensation eligibility, including annual performance-based awards.
• Access to an Employee Assistance Program.

About the Company

State Street Investment Management is a premier asset management firm. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We are committed to fostering an inclusive environment where every employee feels valued and empowered to reach their full potential.