Direct Retail and Digital Wealth Associate - US, AVP - State Street Investment Management

Who We Are Looking For

• 2 to 4 years experience in fintech, digital brokerage, asset management, platform strategy or top tier consulting
• Direct exposure to platform monetization, partnerships or ETFs preferred
• Post graduate degree from a leading business school in strategy, finance or digital transformation
• Strong financial modeling capability
• Clear commercial instincts
• Comfortable operating with senior stakeholders
• High intellectual horsepower and execution discipline

What You Will Do

• Drive Commercial Rigor in Platform Deals
• Build full financial models for digital wealth partnerships
• Design revenue share structures aligned with recurring flows
• Analyze partner platform economics including user growth, engagement and monetization dynamics
• Stress test scenarios and inform negotiation strategy
• Support Strategic Partnership Execution
• Prepare materials and pitch decks for C suite level negotiations
• Structure white label ETF mandates, co branded ranges and savings plan integrations
• Coordinate due diligence across legal, capital markets, finance and operations
• Track embedded positioning and post launch performance
• Shape Scalable Partnership Frameworks
• Help define repeatable templates for digital wealth agreements
• Identify structural improvements to speed, pricing discipline and margin protection
• Contribute to the long term architecture of our digital distribution platform

Success Looks Like

• Rigor and credibility in partnership modeling
• Contribution to signed multi year agreements
• Improved speed and structure in digital partnership execution
• Demonstrated ownership in high visibility deal environments

Pay

Salary Range: $80,000 - $140,000 Annual

About State Street

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.

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.