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Sales Analyst at State Street - ApplyBlast

Sales Analyst

State Street

10 days ago

3.4 on Glassdoor

Boston, Massachusetts, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Sales Analyst supports Account Executives in executing strategic priorities, including growing Indexing share of wallet, maintaining market position in Target Date Funds, and deepening client relationships. This role involves partnering with stakeholders on pipeline development, managing RFPs, and ensuring accurate data capture in SalesForce. The position reports to the Head of West Institutional & Strategic Accounts within the U.S. Institutional Client Group.

Responsibilities

Partner with Account Executives on client and prospect panels to prioritize activity and pipeline development
Project manage new business presentations and RFPs across stakeholders
Conduct research on accounts including asset pools, consultants, custodians, and asset allocation

Skills

Qualifications

FINRA Series 7 & 63

About State Street

statestreet.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1792

View Profile

State Street is a global financial services company offering investment servicing, investment management, markets trading and financing, and data intelligence solutions to institutional clients across 100+ markets. Through its capabilities in custody, accounting, foreign exchange, and proprietary data-driven insights, it helps investors manage risk, access liquidity, and optimize performance. State Street also operates SPDR ETFs and conducts leading market research through its annual Markets Research Retreat.