State Street

Direct Retail and Digital Wealth Consultant, AVP

State Street

full-time

Posted on:

Location Type: Office

Location: London • United Kingdom

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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
  • Inclusive development opportunities
  • Flexible work-life support
  • Paid volunteer days
  • Vibrant employee networks
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 thinkingstakeholder managementanalytical skillsproblem-solvingcommunication skillscollaborationadaptability
Certifications
post graduate degreebusiness school degree