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, 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
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 Institutional Client Group
Sales and Relationship Management Leadership
Account Executives and Relationship Managers
CIOs, Portfolio Managers, and Portfolio Strategists
Marketing & Product Teams
Core Competencies
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
Ability to work effectively within a team
Salary Range:
$65,000 - $113,750 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 .
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.
