Direct Retail and Digital Wealth Associate, AVP

State Street

Assistant Vice President supporting the structuring and execution of partnerships in digital wealth at State Street Investment Management. Involvement in real deals and negotiations in a global institution.

Posted 7/29/2026full-timeBoston • Massachusetts, New York • 🇺🇸 United StatesJuniorMid-Level💰 $80,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong financial modeling capabilities and commercial instincts to drive platform deals and partnerships in the fintech and digital brokerage sectors. Capable of engaging with senior stakeholders and contributing to the architecture of digital distribution platforms.

Highest-signal resume keywords

Financial ModelingPlatform MonetizationPartnership StrategyDigital Wealth ManagementStakeholder Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingRevenue Share StructuresUser Growth AnalysisMonetization DynamicsDue Diligence CoordinationDigital Wealth AgreementsETF Mandates StructuringPerformance TrackingScenario Stress TestingNegotiation Strategy

Soft Skills

Commercial InstinctsExecution DisciplineIntellectual HorsepowerComfort with Senior Stakeholders

Certifications & Qualifications

Post Graduate Degree in StrategyPost Graduate Degree in FinancePost Graduate Degree in Digital Transformation

Industry Keywords

FintechDigital BrokerageAsset ManagementPlatform StrategyC Suite NegotiationsPartnership ExecutionScalable Partnership Frameworks

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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)
eligibility for certain tax advantaged savings plans