State Street Investment Management - ETF Internal Sales Associate, Senior Associate jobs in United States
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State Street · 21 hours ago

State Street Investment Management - ETF Internal Sales Associate, Senior Associate

positionBoston, MA
timeFull-time
remoteOnsite
senioritySenior Level
money$48K/yr - $77K/yr

State Street is a premier asset management firm seeking an ETF Sales Associate to join their ETF Sales Desk office. The role involves driving business with clients, collaborating with external consultants, and delivering excellent client service to improve the distribution of SPDR ETFs.

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 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

Qualification

FINRA SIESeries 7Series 63Wealth management experienceInvestment products knowledgeIntellectual curiosityExisting relationshipsTravel willingnessOral communicationWritten communication

Required

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

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

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
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks

Company

State Street

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State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
dateFounded in 1792
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.statestreet.com/

Funding

Current Stage
Public Company
Total Funding
$12.05B
2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M

Leadership Team

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Ronald O'Hanley
Chairman and Chief Executive Officer
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Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
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Recent News

Business Recorder
Wall Street rises as chipmakers jump at end of choppy week
2026-01-17
Morningstar.com
Financials Flat After Mixed Earnings — Financials Roundup
2026-01-17
WSJ.com: US Business
State Street Profit Falls as Expenses Jump
2026-01-17
Company data provided by crunchbase