US Wealth Intern

Position Overview

State Street Investment Management is seeking a highly motivated intern to join the US Wealth team, one of the firm’s most strategically important growth businesses. The intern will support initiatives across the Broker Dealer, RIA, National Accounts, DC Intermediary, and Internal Sales channels, contributing to projects focused on client engagement, sales effectiveness, sales productivity, and distribution strategy.

This role provides hands-on experience working across the US Wealth business, with meaningful exposure to US Wealth leadership, State Street Investment Management’s investment capabilities, and the sales processes that drive business growth across the organization.

Responsibilities

• Support strategic initiatives across US Wealth focused on advisor engagement, sales effectiveness, and business growth.
• Assist with AI-enabled sales initiatives, including Copilot use cases, workflow optimization, and sales enablement tools.
• Support data enrichment, advisor segmentation, account planning, and business intelligence projects that help identify growth opportunities and improve sales productivity.
• Analyze advisor, platform, and engagement data to identify trends and develop actionable insights and recommendations.
• Collaborate with Sales, Marketing, Product, Strategy, and Analytics teams on cross-functional initiatives and broader US Wealth priorities.
• Conduct research on financial advisors, wealth management firms, State Street Investment Management solutions, and market trends to support business development efforts.
• Gain exposure to State Street Investment Management’s investment capabilities, including ETFs, model portfolios, direct indexing, cash strategies, and defined contribution solutions.
• Develop and deliver presentations on State Street Investment Management investment solutions to internal teams, highlighting key features, market positioning, and advisor use cases.
• Job shadow members of the US Wealth distribution team to gain exposure to a range of distribution roles, including external, hybrid, and internal sales.
• Demonstrate a commitment to risk excellence while supporting cross-functional initiatives and the broader priorities of the US Wealth business.

Key Skills & Qualifications

• Currently pursuing a bachelor’s degree, with an expected graduation date of December 2027 or May 2028.
• Strong analytical, problem-solving, and communication skills.
• Proficiency in Microsoft Excel and PowerPoint, with an interest in using data to solve business problems and communicate insights.
• Interest in financial markets, asset management, and wealth management, and the investment industry.
• Interest in data analytics, artificial intelligence, and technology-enabled business solutions.
• Strong attention to detail and the ability to operate effectively in a fast-paced, team-oriented environment.
• Demonstrated leadership through academic, professional, athletic, or extracurricular experiences.
• Interest in pursuing a career in sales, relationship management, distribution, or investment management.

 

Salary Range:

$41,600 - $65,000 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.

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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.