State Street · 1 day ago
ETF Sales Associate, Officer - State Street Investment Management
Boston, MA
Full-time
Onsite
Mid Level
$55K/yr - $89K/yr
3+ years expState Street is one of the largest custodian banks and asset managers in the world, and they are seeking an ETF Sales Associate to join their ETF Sales Desk office. In this role, you will drive business with clients in concentrated wealth areas and collaborate with external consultants to increase market share.
BankingFinanceFinancial Services
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 Global Advisors 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
Qualification
Required
Series 7 and 63 preferred
Bachelor's degree, Masters or other advanced degree preferred
At least 3+ years financial services experience
Superior oral and written communication skills
A strong familiarity of investment products and services, knowledge of ETFs a plus
Willingness and ability to travel periodically
Preferred
Experience in wealth management industry
Familiarity with State Street and/or SPDR ETFs
Progress towards CIMA, CFA, CFP, MBA and/or advanced degree
Existing relationships within the intermediary channel are useful, but not required
Intellectual curiosity and genuine interest in the industry and capital markets
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
Paid volunteer days
Flexible work-life support
Company
State Street
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.05B2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M
Leadership Team
Ronald O'Hanley
Chairman and Chief Executive Officer
R
Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
Recent News
Business Recorder
2026-01-17
Morningstar.com
2026-01-17
WSJ.com: US Business
2026-01-17
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