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Salary
$161k – $215k per year
Location
In office (Boston)
Seniority
Staff · 10+ years exp
Employment
Full-Time
Overview
Company
Impact
Profile match
State Street is an American financial institution founded in Boston in 1792 and one of the oldest banks in the United States, though its modern business bears little resemblance to retail banking. It is one of the three dominant global custodians, holding trillions of dollars of assets in safekeeping for institutional investors and providing the fund accounting, administration and settlement infrastructure that asset managers depend on. Its investment arm State Street Global Advisors created the first American exchange traded fund with the SPDR S&P 500 Trust and remains one of the largest index managers in the world.

Sales Support and Effectiveness Strategist (State Street Bank And Trust Company; Boston, Massachusetts): Provides investment research and competitive product positioning. Will demonstrate the expertise of our portfolio management teams and augment that with their own proprietary research, working alongside a larger research team dedicated to ETFs, market outlooks, investment analysis and thought leadership. Specific duties of the position include: Continually monitor and analyze the financial markets as well as the industry competitive landscape to provide research and perspectives to clients and prospects; use strong investment merits to enhance the product positioning of SPDR ETF family of ETFs, with a deep understanding of active, indexed, and quantitative investment strategies; generate investment content (i.e., articles, whitepapers) for a wide breadth of investors and asset class topics that helps to educate our clients and promote ETFs relative to other investment vehicles; articulate in-depth investment processes in written or verbal forms to current as well as prospective clients; represent the Global ETF Research Strategist team as the subject matter expert on new product launches; develop and sustain strong working partnerships with our marketing, capital market, product and investment teams; and pursue client-facing opportunities to promote their work and insights, including at conferences where applicable. 15% regional travel required. Hybrid remote telecommuting permitted from within the U.S. pursuant to company policy.

Minimum Requirements: Master’s degree or its equivalent in Business Administration, Finance or related and 7 years of experience in any occupation/title providing investment experience. Alternatively, will accept a Bachelor's degree or its equivalent in Business Administration in combination with a CFA or CAIA designation and 10 years of experience in any occupation/title providing investment experience. Must have: Current securities licenses (Series 7 and Series 63) or demonstrated ability to obtain these licenses by demonstrated solid ability with Investment concepts (including quantitative equity factor analysis, macroeconomic sensitivity, options pricing, and portfolio construction and optimization) and Investment securities (including Global equities, Options and other listed derivatives, ETFs and Mutual funds); clean compliance and U4 record required; knowledge of Bloomberg, FactSet and Morningstar Direct; knowledge of all asset classes and portfolio construction; competency with portfolio optimization processes; critical understanding of financial theory and empirical research; in-depth knowledge of ETFs and competing investment vehicles; ability to work with and influence internal and external stakeholders; positive, collaborative attitude with a strong team orientation; strong communications skills for frequent external and internal presentations. (Unless otherwise indicated, State Street is seeking the stated ability in the skills listed above with no specific number of years or amount of experience required. All experience can be gained concurrently.)

To apply to this position, you must click the “Apply” button on this page and complete the online application. An EOE.

Salary: $160,722 to $215,000 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.

This notice is provided in anticipation of the filing of an application for permanent alien labor certification. Any person may provide documentary evidence bearing on the application to the Certifying Officer, U.S. Department of Labor, Employment and Training Administration, Office of Foreign Labor Certification, 200 Constitution Avenue NW, Room N-5311, Washington, DC 20210.

Salary Range:

$160,722 - $215,000 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.

About State Street

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.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

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.

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