About the role#
State Street Investment Management is looking for an intern to join the US Wealth team. This group focuses on growth across Broker Dealer, RIA, National Accounts, DC Intermediary, and Internal Sales channels. You will gain hands-on experience by working with US Wealth leadership and learning about the sales processes that drive the business. This is a full-time summer internship based in Boston.
What you'll do#
- Support strategic initiatives focused on advisor engagement, sales effectiveness, and business growth.
- Assist with AI-enabled sales projects, including workflow optimization and the use of sales enablement tools.
- Manage data enrichment, advisor segmentation, and business intelligence projects to help identify growth opportunities.
- Analyze data to find trends and create recommendations for the team.
- Collaborate with Sales, Marketing, Product, Strategy, and Analytics departments.
- Research financial advisors, wealth management firms, and market trends.
- Develop and deliver presentations regarding investment solutions.
- Job shadow members of the US Wealth distribution team to learn about different sales roles.
- Maintain a focus on risk excellence in all your work.
What you'll need#
- You are currently pursuing a bachelor’s degree with an expected graduation date of December 2027 or May 2028.
- You have strong analytical, problem-solving, and communication skills.
- You are proficient in Microsoft Excel and PowerPoint.
- You have an interest in financial markets, asset management, and the investment industry.
- You are curious about data analytics, artificial intelligence, and technology solutions.
- You have strong attention to detail and work well in a team.
- You have shown leadership through academic, professional, athletic, or extracurricular activities.
- You are interested in a career in sales, relationship management, distribution, or investment management.
Location & details#
- Location: Boston, Massachusetts.
- Term: Summer 2027.
- Modality: On-site.
- Employment type: Full-time.
- Compensation: This is a paid internship.
About State Street
State Street is a financial services firm based in Boston, Massachusetts. Founded in 1792, the company provides investment platforms, data, and research to institutional investors. It offers services such as custody, fund accounting, and investment management. The firm employs over 10,000 people and operates in more than 100 markets.
How to get in at State Street
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