ETF Internal Sales Associate, Senior Associate

Are you interested in being in one of the fastest growing segments of the financial services industry? Are you passionate about joining a premier asset management firm as part of their talented and dynamic distribution team? 

At State Street Investment Management, we are looking for an ETF Sales Associate to join our ETF Sales Desk office. In this role, you will be responsible for driving business with clients in the highest areas of concentrated wealth within a specific territory. In addition to having direct ownership of intermediary clients, you will also collaborate with your external Regional Consultant to increase SPDR market share within their territory. 

Responsibilities:

• Sales planning: in conjunction with the external Regional Consultant, align and execute territory business plans to improve the distribution of SPDR ETFs among financial advisors 
• Sales process: orchestrate a team selling process, using the expertise and resources within SPDR and State Street Investment Management to deliver a full array of solutions 
• Client coverage: deliver excellent client service and quality outbound client engagement activity through multiple digital mediums (WebEx, Conference Calls, Phone Calls, Emails) 
• Business leadership: deliver risk excellence and support the business as a whole through internal and external relationship development 

Required Qualifications:

• Must obtain FINRA SIE, Series 7 and Series 63 within 6 months of start date. 
• Bachelor’s degree, Masters or other advanced degree preferred 
• Superior oral and written communication skills 
• A strong interest in obtaining knowledge of investment products and services, ETFs, and financial advice industry. 
• Willingness and ability to travel periodically.  

Preferred Qualifications:

• Experience in wealth management 
• Familiarity with State Street Investment Management offerings  
• Intellectual curiosity and genuine interest in the industry and capital markets 
• Existing relationships within the intermediary channel are useful, but not required. 
• Progress towards CIMA, CFA, CFP, MBA and/or advanced degree 
• FINRA SIE, Series 7 and Series 63 

Salary Range:

$52,000 - $84,760 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.