North America Sales Analyst, Officer

3 weeks ago

Boston MA United States State Street Corporation Full time
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.

The Sales Analyst role is key to driving sales success and efficiency across these three strategic 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, 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
  • Assist 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 Distribution Strategy, Americas
  • Head of Institutional Client Group
  • Sales and Relationship Management Leadership
  • Account Executives and Relationship Managers
  • CIOs, Portfolio Managers and Portfolio Strategists
  • Marketing & Product Teams
  • CRM Team

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

Personal Attributes
  • 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
  • Ability to work effectively within a team
Are you the right candidate? Yes
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street Global Advisors

What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care.
Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Salary Range:
$65,000 - $102,500 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.

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