State Street

Direct Retail and Digital Wealth Consultant, AVP

State Street

full-time

Posted on:

Location Type: Office

Location: Boston • Massachusetts • New York • United States

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Salary

💰 $80,000 - $140,000 per year

Job Level

Lead

About the role

  • 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

Requirements

  • 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
Benefits
  • 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)
  • eligibility for certain tax advantaged savings plans
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingrevenue share structurespartner platform economicsnegotiation strategydue diligencedigital wealth agreementsETFsmonetization dynamicsperformance trackingscalable partnership frameworks
Soft Skills
commercial instinctsinterpersonal skillsexecution disciplinestrategic thinkingcommunication skillsstakeholder managementanalytical skillsproblem-solvingcollaborationadaptability
Certifications
post graduate degreebusiness school degree