Sales Coordinator, Managed Fund Sales, Associate Level 6

State Street’s Active Managed Funds Sales team are seeking a new team member with 2 years financial services experience, preferably with experience in client service or distribution support.

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.

Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.

State Street is an Equal Opportunity Employer, and prohibits discrimination against applicants or employees on the basis of any legally protected characteristics.


Job Description


Job Summary:

  • State Street’s Active Managed Funds Sales team are seeking a new team member with 2 years financial services experience, preferably with experience in client service or distribution support. The newly created Sales Coordinator will support the fast-growing Managed Fund Sales team in a broad range of business development activities to help reach the team’s key milestones. A positive, "can do" attitude will be critical. To succeed in this role, we are seeking a candidate that has a keen interest in financial markets and the ability to manage various stakeholders.  

  • This role is a fantastic opportunity for proactive individual that wants to start their career in Sales Team.

  • The role involves supporting a combination of administrative and business development support functions, including supporting our Sales Managers, maintaining the CRM, competitor and client intelligence and coordinating sales and marketing campaigns. 


Roles And Responsibilities:

  • Supporting BDM/Sales Managers in all Sales activities which includes (but not limited to): booking sales meetings, meeting preparation and follow up, portfolio and competitor analysis, CRM maintenance, and administrative support

  • Supporting the Head of Sales with management reporting

  • General teamadministration

  • Building and maintaining successful relationships with a broad range of clients, including Financial Planners, Platforms, Researchers and Retail Investors

  • Managing direct (Retail) and platform customer queries by email and phone

  • Assisting with marketing campaigns via Salesforce and Client Facing engagement

  • Actively contributing to a positive team culture



  • Preferably a Degree in Business, Finance or relevant field

  • 1-2 Years Financial Services Experience Preferred

  • RG146

  • Morningstar Direct experience preferred but not required

  • Results oriented

  • Excellent relationship skills

  • Organisational effectiveness – ability to ascertain client requirements and deliver a solution persuasively

  • Able to prioritise 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