Institutional Sales Analyst - Officer, Investment Management

The key objective of the Sales Analyst is to support Account Executives 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.

This position reports to the Head of West Institutional & Strategic Accounts within the U.S. Institutional Client Group.

Role Accountability:

• Partner with Account Executives 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
  

Core Competencies:

• Self-starter
• Strong financial acumen
• Strong communication skills
• Teamwork
• Integrity Respect
• Commitment to detail
  

Qualifications:

• 1-3 years' 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

Salary Range:

$65,000 - $113,750 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our 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 (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, 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 and veteran status, and other characteristics protected by applicable law.

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Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.