State Street · 1 day ago
State Street Investment Management - Internal Sales Manager, US Wealth VP I
Boston, MA
Full-time
Hybrid
Mid, Senior Level
$110K/yr - $189K/yr
5+ years expState Street is a global leader in investment management, and they are seeking a Vice President, Internal Sales Manager to lead a team of Internal Sales Consultants. This role focuses on distributing investment solutions, driving revenue growth, and enhancing client service through effective team management and strategic alignment with business partners.
BankingFinanceFinancial Services
Responsibilities
Lead and Coach: Manage a team of Internal Sales Consultants supporting the US Wealth client segment
Drive Results: Oversee sales activity, pipeline development, and NNA/NNR in partnership with Regional Consultants
Set Expectations: Establish clear performance goals and hold the team accountable for activity and business results (NNA/NNR)
Recruit and Develop: Hire, onboard, and mentor Internal Sales Consultants; support career growth and retention
Strategic Alignment: Partner with US Wealth Channel Heads, Divisional Sales Managers, and business partners to align internal sales strategies with overall distribution objectives
Optimize Processes: Identify opportunities to enhance sales workflows, leverage technology, and improve efficiency
Qualification
Required
Minimum 5+ years of investment industry experience
Bachelor's degree required
Current securities licenses (Series 7 and Series 63 required; Series 24 preferred). Must complete Series 24 within 90 days of start date
Clean compliance and U4 record required
Demonstrated ability to coach, train, and motivate teams; serves as a culture carrier
Proven track record in client-facing roles, building strong relationships and driving results
Ability to translate strategic priorities into actionable plans and drive execution
Exceptional ability to identify, develop, and retain top talent
Strong cross-functional leadership skills; adept at managing across organizational lines
Skilled in delivering clear, compelling presentations
Proficient in preparing organized, concise written materials to support ideas and recommendations
Acts as a champion for change in a dynamic, fast paced environment
Available for travel (20–35%)
Preferred
Advanced degree or relevant designation (ie, CFA, CIMA) is a plus
Series 24 preferred
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
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.05B2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M
Leadership Team
Ronald O'Hanley
Chairman and Chief Executive Officer
R
Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
Recent News
2026-01-09
2026-01-09
Company data provided by crunchbase