Sales Support Analyst, Sr. Associate (Finance)
Who we are looking for
The ideal candidate is client focused with a strong knowledge of the financial services business and financial markets, more broadly. As a member of the Commercial Office Business Analyst (COBA) business unit you will assist members of the Alternatives and Asset Managers Sales team to enable revenue growth across existing clients as well as new prospects. In this role, you'll work alongside sales and relationship management teams in the preparation of proposals, bids, and client presentations. You will experience business opportunities across the full sales cycle - from prospecting to contracting - and gain a full understanding of how State Street (STT) interacts and solutions with clients and prospects.
Why this role is important to us
The team you will be joining is part of the Investment Services Client Coverage and Sales organization. Being an essential partner to our clients is a critical component of our vision and objectives for State Street: driving growth, deepening relationships, achieving better outcomes differentiate STT in the market. The Sales team is focused on achieving these objectives with our largest and most complex global clients and prospects.
Join us if making your mark from day one is a challenge you are up for.
What you will be responsible for
As Client Analyst Officer you will (not an exhaustive list):
- Execute ongoing client/prospect activities and ad hoc requests as appropriate to support overall sales process
- Preparation of sales proposals and client presentations
- Assist with CRM (Salesforce) updates, strategic client account planning, sales campaign, deal pricing, preparation of fee schedules
- Coordinate and manage projects with clients/prospects and internal teams across regions/jurisdictions.
- Coordinate periodic meetings and reviews; organize attendees, agenda, logistics, materials and assist with timely delivery and completion of RFI/RFP questionnaires
What we value
These skills will help you succeed in this role
- Problem resolution skills to quickly identify and assess issues. Properly escalate as necessary
- Independently manage workload/projects to completion
- Team player who takes a proactive role in supporting clients'/prospects' needs and needs of the team
- Global mindset
Education & Preferred Qualifications
- Bachelor's degree with business related coursework or degree in Accounting or Finance preferred
- Minimum 1-2 years of related client service or relationship management support experience preferred
- Computer competence; proficient with use of Microsoft Office suite (Excel, Word, PowerPoint, etc.)
Additional requirements
- Strong interpersonal and oral/written communication skills; demonstrated ability to work across and up/down the organization
- Ability to work under pressure in a deadline-driven environment
- Comfort level interacting directly with our clients/prospects
- Detail Oriented
- Project Management Skills
- Salesforce experience a plus, but not required
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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program 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 perspective 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 the 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 program 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:
$52,000 - $87,880 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
Salary Minimum: 52000Salary Maximum: 87880