State Street Global Advisors

Lead and support the sales teams in continued evolution of the sales lead and campaign follow-up process through training and technology. Focused content on entry of meetings, tasks, specialist participation in meetings, campaign contact follow-up, lead follow-up, Marketo Sales Insights, opportunity and win tagging. Demonstrated experience and success within your current role supporting the ETF business. Current securities licenses (Series 7 and Series 63) required. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

process owner

We are currently hiring for a Sales Process Owner role within State Street Global Advisors U.S. SPDR Business. In this role, you will work with a team of individuals across marketing, business intelligence, and sales teams in an effort to ensure high quality marketing campaign contacts and leads are delivered to the sales team, reviewed and actioned appropriately, and measured for completion and effectiveness. In addition, you will lead and support the business units in continued evolution and standardization of the sales lead process through training and technology. This could include training new sales team members on Salesforce use, helping to develop dashboard views for sales leaders, and ensuring ongoing engagement of end to end experience of a sales lead and contact.

You will be responsible for driving revenue by managing the lead flow and providing valuable information about prospective and existing clients to assist our sales team in growing business in State Street ETFs and model portfolios. In addition to sharing marketing information, it will look to analyze and synthesize demographic data, AUM, client tiering, investing trends, etc.

Great candidates for this role will possess a team mindset, display strong business acumen understanding sales and marketing integration, illustrate proven success in organizing and managing campaign and lead follow-up, and share keen insight into creating process efficiency and training others how to follow.

If you are passionate about sales, intellectually curious and self-motivated, enjoy working closely with others to achieve success, then we want to speak with you!

This position will be based in Boston, Massachusetts or Scottsdale, Arizona.

Position Responsibilities

Work with a team of individuals across marketing, business intelligence, and sales to ensure high quality marketing campaign contacts and leads are delivered to sales swiftly and are actioned quickly and appropriately
Deploy marketing event campaign contacts and leads to sales teams with supporting documentation, instructions, and standards for follow up.
Review progress on sales follow-up to ensure progress and completion to support campaign reporting needs
Partner with business intelligence to build and maintain a dashboard for sales leadership teams to evaluate marketing campaign and lead follow-up activity by channel and territory with RAG status
Lead and support the sales teams in continued evolution of the sales lead and campaign follow-up process through training and technology
Train new sales team members on Salesforce use; understand how each sales channel leverages Salesforce and develop content to onboard new team members accordingly
Focused content on entry of meetings, tasks, specialist participation in meetings, campaign contact follow-up, lead follow-up, Marketo Sales Insights, opportunity and win tagging
Create and lead ongoing education curriculum for Salesforce, sales team use of Salesforce, end-to-end sales lead management, marketing campaign follow-up process for all sales channels and leadership teams
Partner with investment specialists for pre-campaign launch prep sessions held as part of the deployment of campaign leads and contacts to sales teams.
Build and maintain relationships with key internal business partners throughout the State Street Global Advisors including marketing, research, national accounts, capital markets and sales
Regularly participate and present in joint meetings with marketing, business intelligence, and sales leadership to present campaign follow-up status and results

Qualifications

Minimum 3+ years of investment experience
Demonstrated experience and success within your current role supporting the ETF business
Excellent communications skills to concisely deliver sophisticated topics and information
Ability to work efficiently and influence internal and external partners
Positive attitude with a strong team orientation, and is enthusiastic to educate other team members and clients
Strategic thinking skills to evaluate and adjust the sales process as needed based on the market environment, in house research, and skills and needs of current team
Current securities licenses (Series 7 and Series 63) required
Limited travel as needed
Clean compliance and U4 record required

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street Global Advisors

What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.

Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs 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 perspectives 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 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 programs 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.

Salary Range

$65,000 - $102,500 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 ID: R-744245
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