Boston, Massachusetts, United States · On-site
$65k–$114k/yr
The key objective of the Sales Analyst is to support Account Executives and Relationship Managers to execute on the team's strategic priorities: Grow our Indexing share of wallet, extending into Fixed Income Maintain and…
Skills: Financial Acumen, Communication Skills, Teamwork, Attention To Detail, Salesforce
Braintree, Massachusetts, United States · On-site
$115k–$135k/yr
Thayer Academy is seeking an experienced Director of Auxiliary Programs to lead and strategically grow a diverse portfolio of mission-aligned programs, including Camp Thayer, the Thayer Academy Collaborative, Summer Spor…
Skills: Strategic Planning, Financial Management, Program Development, Budgeting, Marketing Strategy
Andover, Massachusetts, United States · Hybrid
$135k–$225k/yr
A Day in Your Life at MKS: MKS is seeking a Senior Manager, FP&A to serve as the dedicated finance partner. This is a highly visible role supporting operational leadership in driving margin improvement, cost efficiency, …
Skills: Financial Planning And Analysis, Budgeting, Forecasting, Financial Modeling, Scenario Analysis
Boston, Massachusetts, United States · On-site
$110k–$189k/yr
The VP, Wealth Services Product & Lifecycle Marketing leads product and platform marketing strategy, solutions content, and end-to-end client lifecycle marketing for State Street’s Wealth Services business. This role is …
Skills: Product Marketing, Go-to-Market Strategy, Lifecycle Marketing, Client Segmentation, Persona Development
Bedford, Massachusetts, United States · On-site
Job Title: Principal, Commercial Strategy & Strategic Accounts Job Description: Job Description Position Title: Principal, Commercial Strategy & Strategic Accounts (L5) Position Summary The Principal, Commercial Strategy…
Skills: Commercial Strategy, Pricing Strategy, Deal Desk, Financial Modeling, Strategic Account Management
Cheshire, Connecticut, United States · On-site
$68k–$166k/yr
WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride …
Skills: Strategic Planning, Team Management, Personal Lines Insurance, Account Management, Risk Mitigation
Cambridge, Massachusetts, United States · On-site
$191k–$260k/yr
Title: Director, Strategic Pricing and Contracting Company: Ipsen Biopharmaceuticals Inc. About Ipsen: Ipsen is a mid-sized global biopharmaceutical company with a focus on transformative medicines in three therapeutic a…
Skills: Payer Contracting, Strategic Pricing, Gross-to-Net Analytics, Financial Modeling, Negotiation
Middleton, Massachusetts, United States · On-site
$90k–$130k/yr
POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service…
Skills: Client Relationship Management, Financial Planning, Digital Marketing, Portfolio Management, MS Excel
Boston, Massachusetts, United States · On-site
$110k–$189k/yr
The VP, Wealth Services Product & Lifecycle Marketing leads product and platform marketing strategy, solutions content, and end-to-end client lifecycle marketing for State Street’s Wealth Services business. This role is …
Skills: Product Marketing, Go-to-market Strategy, Lifecycle Marketing, Client Segmentation, Persona Development
Boston, Massachusetts, United States · Hybrid
$147k–$176k/yr
Data Analytics (State Street Bank and Trust Company; Boston, MA): Specific duties of the position include: Collaborating with all internal technical and business teams including SaaS Ops, Alpha Cloud Ops, Alpha Data Ops …
Skills: SQL, Data Management, Data Governance, Financial Data Analysis, Azure Cloud Platforms
Framingham, Massachusetts, United States · On-site
$80k–$90k/yr
Join ClearChoice Dental Implant Centers as a General Manager Ready to be part of something transformative? Join ClearChoice Dental Implant Centers an industry leader changing lives through advanced dental implant solutio…
Skills: P&L Management, Strategic Planning, Team Leadership, KPI Monitoring, Budgeting
Boston, Massachusetts, United States · Hybrid
$53k–$89k/yr
This is an opportunity to support Private Markets Operations through regulatory reporting, governance, vendor oversight, technology initiatives, and business analysis work. The role contributes to the team’s mission by h…
Skills: Regulatory Reporting, Vendor Oversight, Business Analysis, Excel, PowerPoint
Boston, Massachusetts, United States · Hybrid
$70k–$140k/yr
ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41…
Skills: Trade Settlement, Microsoft Excel, Bloomberg, APX, DTCC Alert
Waltham, Massachusetts, United States · Hybrid
$100k–$110k/yr
Rooted in Mission. Powered by Your Practice. As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth c…
Skills: Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset
Marlborough, Massachusetts, United States · On-site
$86k–$109k/yr
TJX Companies At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your develop…
Skills: Internal Controls, Trade Compliance, Risk Assurance Methodology, Auditing, Regulatory Compliance
Boston, Massachusetts, United States · On-site
$153k–$165k/yr
The Massachusetts Port Authority is Going Above and Beyond™ for your career. We are a dynamic organization that connects people and businesses to the global community by air, land, and sea. Our employees are essential in…
Skills: Financial Leadership, Economic Analysis, Budgeting, Forecasting, Pricing Strategies
Dartmouth, Massachusetts, United States · On-site
$80k–$120k/yr
Overview Join Acadia Healthcare's CFO Training Program and embark on an exciting journey to become a future leader in the field of behavioral healthcare finance. As the largest stand-alone behavioral health company in th…
Skills: Financial Management, Accounts Receivable, Budgeting, Financial Reporting, Strategic Planning
Dartmouth, Massachusetts, United States · On-site
$80k–$120k/yr
Overview Join Acadia Healthcare's CFO Training Program and embark on an exciting journey to become a future leader in the field of behavioral healthcare finance. As the largest stand-alone behavioral health company in th…
Skills: Financial Management, Strategic Planning, Accounts Receivable, Budgeting, Financial Reporting
Dartmouth, Massachusetts, United States · On-site
$80k–$120k/yr
Overview Join Acadia Healthcare's CFO Training Program and embark on an exciting journey to become a future leader in the field of behavioral healthcare finance. As the largest stand-alone behavioral health company in th…
Skills: Accounts Receivable, Financial Reporting, Budgeting, Cost Monitoring, Generally Accepted Accounting Principles
Boston, Massachusetts, United States · On-site
$25/hr–$26/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving
Boston, Massachusetts, United States • On-site
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The Sales Analyst supports Account Executives and Relationship Managers in growing indexing share and maintaining market positions in Target Date Funds. Key duties include managing RFPs, updating Salesforce, conducting account research, and delivering progress reports to stakeholders.
Candidates need 1-3 years of financial services experience and a Bachelor's degree. FINRA Series 7 & 63 certifications are required or must be completed within one year of employment.
The key objective of the Sales Analyst is to support Account Executives and Relationship Managers to execute on the team's strategic priorities:
Grow our Indexing share of wallet, extending into Fixed Income
Maintain and grow our market position in Target Date Funds, supporting participants as they transition into retirement with Income Wise
Deepen relationships with our impressive client base, bringing the strength of the broader firm to support clients with their investment priorities
The Sales Analyst role is key to driving sales success and efficiency across these three strategic priorities.
Partner with Account Executives and Relationship Managers on their respective client and prospect panels, prioritizing activity and pipeline development
Prepare client meeting follow-up materials
Work across stakeholders to project manage new business presentations and RFPs
Ensure SalesForce accurately captures account information, pipeline/B@R, account and competitor intelligence, and contact information
Conduct research on accounts, including asset pools, consultants, custodians, asset allocation, and incumbent managers
Deliver timely reporting to stakeholders on progress, including activities, pipeline, and target market
Partner with other Sales Analysts for idea generation, learning, and enhancing processes
Assist in the management of marketing campaigns — ensuring contact information is correct, building block tagging, awareness of highest engagers according to MSI
Head of Institutional Client Group
Sales and Relationship Management Leadership
Account Executives and Relationship Managers
CIOs, Portfolio Managers, and Portfolio Strategists
Marketing & Product Teams
Self-starter
Strong financial acumen
Strong communication skills
Teamwork
Integrity Respect
Commitment to detail
1-3 years' financial services experience
Bachelor's Degree
FINRA Series 7 & 63, or complete within 1 year of employment
Results oriented, excellent relationship skills
Able to prioritize and meet multiple deadlines under pressure
Strong communication skills with the ability to question the status quo
Good business acumen, ability to negotiate, good decision-making skills
Ability to work effectively within a team
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.
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
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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.
At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making. With over 200 years of global financial leadership, we equip institutional investors through a comprehensive suite of capabilities: Investment Services: Integrated front-to-back solutions across custody, accounting, and operations. Investment Management: Index and active strategies from one of the world’s largest asset managers. Markets: Multi-asset trading, FX solutions, and data-driven research to enhance portfolio value. Who We Are • 50,000+ employees worldwide • Active in 100+ markets • #1 in ETF servicing What You’ll Find Here • Executive perspectives and thought leadership • Timely market commentary and macro insights • Our views on investment operations, ETFs, private markets, and digital finance • Stories reflecting our culture, values and commitment to diversity and inclusion
Offices: 1 Congress St, Boston, Massachusetts 02114, US · Avenida Paulista, 283/287, Sao Paulo , 01311-000, BR · 3550 Lenox Road, NE, 15th Floor, Atlanta, Georgia 30326, US · 801 Cassatt Road, Suites 211 and 300, Berwyn, Pennsylvania 19312, US · East 3rd Ring Road, Unit 01-02, 15F, East Tower No.1, Chaoyang, Beijing 100020, CN
Based on 3610 listings with disclosed salaries, most finance & accounting jobs in Massachusetts pay between $74k–$194k per year. Individual offers vary with seniority, company size, and specialization.
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Companies currently hiring include State Street, Bank of America, TD, MassDEP, Harvard Division of Medical Sciences, among others. Browse the listings above to see every active employer.
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