State Street Corporation

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

State Street Corporation$80K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2 to 4 years of experience in fintech, digital brokerage, asset management, platform strategy, or consulting
  • Direct experience in platform monetization, partnerships, or ETFs preferred
  • Postgraduate degree from a leading business school focusing on strategy, finance, or digital transformation
  • Strong financial modeling skills
  • Excellent commercial instincts
  • Comfortable engaging with senior stakeholders
  • High intellectual capacity and execution discipline.

Responsibilities

  • Drive commercial rigor in platform deals
  • Build comprehensive financial models for partnerships
  • Design revenue share structures for recurring flows
  • Analyze partner platform economics including user engagement
  • Stress test scenarios to inform negotiation strategy
  • Prepare pitch decks for C-suite negotiations
  • Structure white label ETF mandates and savings plan integrations
  • Coordinate due diligence across departments
  • Track embedded positioning and performance post-launch
  • Develop scalable partnership frameworks.

Benefits

  • 401K retirement savings plan with company match
  • Comprehensive insurance coverage including medical and dental
  • Paid time off for vacation, sick leave, and family care
  • Employee Assistance Program for additional support
  • Eligibility for performance-based incentive compensation
  • Access to tax advantaged savings plans
  • Inclusive development opportunities and flexible work-life support.
Full Job Description
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


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 MAKES THIS ROLE ATTRACTIVE
  • Direct exposure to Managing Directors signing multi year platform agreements
  • Involvement in strategic negotiations, not just analysis
  • Ability to influence how a global asset manager integrates with digital ecosystems
  • High slope of responsibility early in career


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


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

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.

About State Street Corporation

State Street Corporation Careers

Join the dynamic team at State Street Corporation, a leading financial services provider known for its commitment to innovation, leadership, and professional growth. As a global powerhouse in investment management and servicing, we offer unparalleled job opportunities that propel your career to new heights.

Work You’ll Do

At State Street Corporation, you’ll be part of a culture that values diversity, leadership, and continuous professional development. Engage in work that transforms the financial landscape and helps our clients achieve their investment goals. Our team at State Street is at the forefront of combining industry expertise with cutting-edge technology to deliver exceptional service and results.

Explore Our Job Opportunities

Whether you’re looking for an entry-level position or a senior role, State Street Corporation offers a range of career paths in areas such as asset management, data analytics, finance, and technology. Our hiring process is designed to identify and nurture talent, focusing on your skills and potential. Prepare your resume, ace the interview, and join a team that’s committed to your career growth.

Internship Programs

Kickstart your career with a State Street internship. Our programs provide hands-on experience, networking opportunities, and professional mentoring in a real-world setting. Interns at State Street gain valuable insights and skills that make them competitive candidates for full-time positions within our company.

Benefits and Growth

State Street Corporation is dedicated to the growth and well-being of our employees. We offer a comprehensive benefits package that supports both your professional and personal life. From advanced career training and leadership development programs to health and wellness benefits, we ensure that our team members have the resources they need to succeed.

Inclusive Culture and Diversity

We pride ourselves on fostering an inclusive environment where every employee can thrive. Diversity is not just embraced; it’s celebrated. At State Street, you’ll work alongside a diverse group of professionals who bring a wide range of perspectives and ideas to the table. Our diversity training programs are designed to enhance collaboration and innovation across our global team.

Stay Connected

Join Our Team Discover the career you’ve always wanted by exploring the job opportunities at State Street Corporation. We look for driven, curious, and innovative team players who are ready to make an impact. Search State Street jobs now and find the position that best matches your skills and interests. Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. Our careers blog provides you with the latest trends, tools, and advice to keep you ahead in your professional journey.

Job Alert Emails

Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at State Street Corporation, where your career development is our priority. Join State Street Corporation and be part of a team that values innovation, leadership, and a commitment to excellence. Your future in the financial services industry starts here.
Learn more about State Street Corporation
Size
39,335 employees
Market Cap
$28.4 billion
Industry
Net Income
$2.4 billion
Founded
1792
5 Year Trend
-4.9%
NASDAQ

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