Mid Level Investment Sales Associate Jobs
Mid level investment sales associate jobs go to professionals ready to own client relationships end to end, mentor junior associates, and drive revenue decisions with limited oversight. Openings run across Investment & Asset Management, Banking & Financial Services, and Fintech, with a mix of on-site, remote, and hybrid settings, and employers like JPMorganChase, Morgan Stanley, and BDO hiring at this level now.
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State Street Investment Management, the asset management division of State Street Corporation, is seeking a Client Support Senior Associate. This position reports to the Client Support Manager and is based at the John Adams Building in Quincy.
Role Overview
The Client Support Senior Associate serves as a key point of contact for institutional clients, ensuring trade-related inquiries and settlement needs are addressed accurately, promptly, and professionally. The role partners closely with teams across State Street Investment Management, including the Global Institutional Group, Portfolio Management, and operational business units, to resolve issues, manage risk, and deliver a consistently high-quality client experience.
The successful candidate will be client-focused, solutions-oriented, and able to exercise sound judgment when managing critical or time-sensitive matters. This individual will act as an extension of the Client Coverage Group while consistently adhering to established controls, policies, and procedures.
What You Will Do
- Serve as a primary contact for institutional clients, responding to inquiries related to trade placement, processing, and settlement.
- Partner with operational teams, Portfolio Management, and other internal stakeholders to address client needs, resolve issues, and escalate risks when appropriate.
- Maintain accurate and current client documentation, including Transaction Security Forms, Authorized Signer Lists, and wire instructions, in accordance with the Corporate Funds Transfer and Transaction Origination Policy (FTTOP).
- Identify and implement practical solutions that improve the client experience, strengthen controls, and enhance operational efficiency.
- Participate in, and lead when appropriate, projects and process-improvement initiatives.
- Promote adherence to documented procedures, process standards, and established risk controls.
- Support the training and development of junior team members and provide management with constructive feedback on their progress.
- Provide coverage for the Client Support Manager when needed, including issue coordination and escalation support.
- Develop strong technical knowledge of products, processes, and market practices relevant to institutional client servicing.
- Assist with quality-control reviews and help identify opportunities to improve accuracy and consistency.
- Follow established escalation protocols for operational issues, control concerns, and potentially suspicious transactions.
- Perform other responsibilities as assigned.
What We Value
- Bachelor's degree in business, finance, or a related discipline, or equivalent relevant work experience.
- Minimum of five years of experience in financial services, preferably supporting institutional clients, investment management, trade operations, or a related function.
- Proven ability to manage competing priorities, meet deadlines, and remain organized in a complex, global, and fast-paced hybrid work environment.
- Strong client-service orientation with the ability to communicate confidently and professionally by phone and in writing.
- Effective collaborator who can build productive relationships across teams and organizational levels.
- Strong analytical, problem-solving, and decision-making skills, with the ability to take ownership and drive issues through resolution.
- High attention to detail and a demonstrated commitment to risk management, procedural discipline, and quality.
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
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.
Discover more at StateStreet.com/careers
Salary Range:
$52,000 - $84,760 AnnualThe 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.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
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.
State Street Investment Management, the asset management division of State Street Corporation, is seeking a Client Support Senior Associate. This position reports to the Client Support Manager and is based at the John Adams Building in Quincy.
Role Overview
The Client Support Senior Associate serves as a key point of contact for institutional clients, ensuring trade-related inquiries and settlement needs are addressed accurately, promptly, and professionally. The role partners closely with teams across State Street Investment Management, including the Global Institutional Group, Portfolio Management, and operational business units, to resolve issues, manage risk, and deliver a consistently high-quality client experience.
The successful candidate will be client-focused, solutions-oriented, and able to exercise sound judgment when managing critical or time-sensitive matters. This individual will act as an extension of the Client Coverage Group while consistently adhering to established controls, policies, and procedures.
What You Will Do
- Serve as a primary contact for institutional clients, responding to inquiries related to trade placement, processing, and settlement.
- Partner with operational teams, Portfolio Management, and other internal stakeholders to address client needs, resolve issues, and escalate risks when appropriate.
- Maintain accurate and current client documentation, including Transaction Security Forms, Authorized Signer Lists, and wire instructions, in accordance with the Corporate Funds Transfer and Transaction Origination Policy (FTTOP).
- Identify and implement practical solutions that improve the client experience, strengthen controls, and enhance operational efficiency.
- Participate in, and lead when appropriate, projects and process-improvement initiatives.
- Promote adherence to documented procedures, process standards, and established risk controls.
- Support the training and development of junior team members and provide management with constructive feedback on their progress.
- Provide coverage for the Client Support Manager when needed, including issue coordination and escalation support.
- Develop strong technical knowledge of products, processes, and market practices relevant to institutional client servicing.
- Assist with quality-control reviews and help identify opportunities to improve accuracy and consistency.
- Follow established escalation protocols for operational issues, control concerns, and potentially suspicious transactions.
- Perform other responsibilities as assigned.
What We Value
- Bachelor's degree in business, finance, or a related discipline, or equivalent relevant work experience.
- Minimum of five years of experience in financial services, preferably supporting institutional clients, investment management, trade operations, or a related function.
- Proven ability to manage competing priorities, meet deadlines, and remain organized in a complex, global, and fast-paced hybrid work environment.
- Strong client-service orientation with the ability to communicate confidently and professionally by phone and in writing.
- Effective collaborator who can build productive relationships across teams and organizational levels.
- Strong analytical, problem-solving, and decision-making skills, with the ability to take ownership and drive issues through resolution.
- High attention to detail and a demonstrated commitment to risk management, procedural discipline, and quality.
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
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.
Discover more at StateStreet.com/careers
Salary Range:
$52,000 - $84,760 AnnualThe 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.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
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.
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Mid Level Investment Sales Associate Jobs: Frequently Asked Questions
How do I get a mid level investment sales associate job?
Position your experience around ownership and outcomes, not just task completion. Highlight accounts you managed independently, revenue you influenced, and any junior staff you guided. Tailor your resume to show progression in client complexity and deal size. Mid level hiring managers want to see that you can run a sales cycle with minimal hand-holding, so concrete performance metrics carry significant weight in applications.
Which companies hire mid level investment sales associates?
Companies hiring mid level investment sales associates right now include JPMorganChase, Morgan Stanley, and BDO, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers wealth management firms, asset managers, regional banks, and insurance companies that need experienced producers who can contribute immediately without extensive onboarding.
Are there remote mid level investment sales associate jobs?
Yes, though many roles still prefer in-person client interaction. About 4% of mid level investment sales associate openings are remote or hybrid as of November 2026, with hybrid arrangements being most common since relationship-driven sales work often benefits from occasional face-to-face meetings with clients and internal teams.
How do I move up to a mid level investment sales associate role?
Moving from entry level to mid level takes consistent delivery on measurable goals, usually by deepening your knowledge of investment products, building a client base, and demonstrating you can manage relationships without close supervision. Taking ownership of projects, contributing to team targets beyond your own book, and earning relevant credentials like the Series 65 or CFA Level I all signal readiness for increased responsibility.
Which industries hire the most mid level investment sales associates?
Mid Level investment sales associate roles concentrate in Investment & Asset Management, Banking & Financial Services, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive consistent hiring because they depend on experienced sales professionals to grow assets under management, retain institutional clients, and expand distribution of financial products to new markets.