State Street logo
State StreetPosted 1 month ago

North America Sales Analyst, Senior Associate – State Street Investment Management

$52,000–$87,880 year

On-siteBoston, Massachusetts, United States

Full TimeSenior LevelBachelors DegreeEnterprise

Job Summary

Partner with Account Executives and Relationship Managers on client and prospect panels, prioritizing activity and pipeline development. Prepare client meeting follow-up materials, project manage new business presentations and RFPs, and ensure Salesforce accurately captures account information, pipeline, and competitor intelligence. Conduct research on accounts including asset pools, consultants, custodians, and incumbent managers, while delivering timely reporting on progress, activities, and target markets. Collaborate with Sales Analysts for idea generation and assist in managing marketing campaigns by verifying contact data and tracking engagement metrics. Requires FINRA Series 7 & 63, one year of financial services experience, and a Bachelor's Degree. Salary range $52,000 - $87,880 annual.

Required Qualifications

  • Minimum of 1 year of financial services experience
  • Bachelor's Degree
  • FINRA Series 7 & 63, or complete within 1 year of employment
  • Strong financial acumen
  • Strong communication skills
  • Results oriented, excellent relationship skills
  • Ability to prioritize and meet multiple deadlines under pressure
  • Good business acumen, ability to negotiate, good decision-making skills
  • Ability to work effectively within a team

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

Apply to this job in one click with Sorce

Apply on Sorce