State Street Investment Management - US Wealth - 2027 Summer Internship
Core
Support strategic initiatives across US Wealth focused on advisor engagement, sales effectiveness, and business growth.
Role type
Summer Intern, US Wealth Strategy & Sales Support
Builds
AI-enabled sales initiatives, data enrichment, account planning, and business intelligence projects
Domain
Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Analytical thinking, Problem-solving, Data analysis, Presentation skills, Microsoft Excel, Microsoft PowerPoint
Preferred skills
Interest in financial markets, Interest in AI and data analytics, Leadership experience
Responsibilities
Support strategic initiatives across US Wealth focused on advisor engagement, sales effectiveness, and business growth. Assist with AI-enabled sales initiatives, including Copilot use cases, workflow optimization, and sales enablement tools. Support data enrichment, advisor segmentation, account planning, and business intelligence projects that help identify growth opportunities and improve sales productivity. Analyze advisor, platform, and engagement data to identify trends and develop actionable insights and recommendations. Conduct research on financial advisors, wealth management firms, State Street Investment Management solutions, and market trends to support business development efforts. Develop and deliver presentations on State Street Investment Management investment solutions to internal teams.
Seniority
Intern