The key objective of the Sales Analyst is to support Account Executives and Relationship Managers within the Financial Institutions Group (OCIO and Sub Advisory) to execute on the team’s strategic priorities, driving sales success and efficiency.
The role involves supporting a combination of administrative and business development support functions in partnership with key stakeholders, including Relationship Managers, Account Executives, Sales Leadership, the Head of Institutional, Marketing, CRM, Product and Investments.
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 Coverage Group
- Sales and Relationship Management Leadership
- Account Executives and Relationship Managers
- CIOs, Portfolio Managers and Portfolio Strategists
- Marketing Team
- 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
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
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.
Discover more at StateStreet.com/careers
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.
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.
State Street's Speak Up Line
Job ID: R-762768
