North America Sales Analyst, Officer – State Street Investment Management

The Key Objective

The Key Objective Of The Sales Analyst Is To Support Account Executives And Relationship Managers 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

Role Accountability

• 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
• Aid in the management of marketing campaigns — ensuring contact information is correct, building block tagging, awareness of highest engagers according to MSI

Key Relationships

• Head of Institutional Client Group
• Sales and Relationship Management Leadership
• Account Executives and Relationship Managers
• CIOs, Portfolio Managers, and Portfolio Strategists
• Marketing & Product Teams

Core Competencies

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

Personal Attributes

• 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
• Able to work effectively within a team

Pay

Salary Range $65,000 - $113,750 Annual

Benefits

• 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)
• Eligibility for certain tax advantaged savings plans

About State Street

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.

Equal Opportunity Employer

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.