Direct Retail and Digital Wealth Consultant - International, AVP - State Street Investment Mana[...]
Direct Retail and Digital Wealth Consultant - International, AVP - State Street Investment Mana[...]

Direct Retail and Digital Wealth Consultant - International, AVP - State Street Investment Mana[...]

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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State Street

At a Glance

  • Tasks: Drive commercial partnerships and shape digital wealth strategies in a global institution.
  • Company: Join State Street Investment Management, a leader in digital wealth innovation.
  • Benefits: Flexible work-life support, paid volunteer days, and inclusive development opportunities.
  • Why this job: Be at the forefront of digital transformation and influence major platform agreements.
  • Qualifications: 2-4 years in fintech or asset management; strong financial modelling skills required.
  • Other info: High responsibility early in your career with real impact on strategic negotiations.

The predicted salary is between 36000 - 60000 £ per year.

BUILD THE INSTITUTIONAL SIDE OF DIGITAL WEALTH! Digital brokers and embedded investment platforms are redefining retail distribution. State Street Investment Management is building a dedicated Direct Retail Digital Wealth growth engine to embed ETF capabilities directly into high growth ecosystems. We are hiring a high potential Assistant Vice President to support the structuring and execution of long term strategic partnerships with digital platforms. This is a front line commercial role inside a global institution. You will work directly on real deals, real negotiations and real monetization frameworks.

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

About State Street: Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. 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. Join us in shaping the future.

Direct Retail and Digital Wealth Consultant - International, AVP - State Street Investment Mana[...] employer: State Street

State Street Investment Management is an exceptional employer, offering a dynamic work environment where innovation meets opportunity. As a Direct Retail and Digital Wealth Consultant, you will engage in high-stakes negotiations and strategic partnerships that shape the future of digital wealth management. With a commitment to employee growth, inclusive development opportunities, and a supportive culture, State Street empowers you to thrive in your career while making a meaningful impact in the financial sector.
State Street

Contact Detail:

State Street Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Direct Retail and Digital Wealth Consultant - International, AVP - State Street Investment Mana[...]

✨Tip Number 1

Network like a pro! Reach out to people in the industry, especially those at State Street or similar firms. A friendly chat can open doors that a CV just can't.

✨Tip Number 2

Prepare for interviews by diving deep into the company’s digital wealth strategies. Show us you know your stuff and can contribute to our growth engine right from the get-go!

✨Tip Number 3

Practice your pitch! You’ll need to impress senior stakeholders, so rehearse how you’d present your ideas on partnership structures and monetisation strategies.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team.

We think you need these skills to ace Direct Retail and Digital Wealth Consultant - International, AVP - State Street Investment Mana[...]

Financial Modelling
Commercial Rigor
Partnership Structuring
Revenue Share Design
Platform Economics Analysis
Negotiation Strategy
Due Diligence Coordination
Pitch Deck Preparation
ETF Mandate Structuring
Stakeholder Engagement
Strategic Partnership Execution
Digital Distribution Architecture
Analytical Skills
Execution Discipline
Experience in Fintech or Asset Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the role. Highlight your experience in fintech, digital brokerage, or asset management, and don’t forget to showcase any relevant financial modelling skills. We want to see how you can drive commercial rigor in platform deals!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about digital wealth and how your background aligns with our goals at State Street. Let us know how you can contribute to shaping scalable partnership frameworks.

Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to influence negotiations and execute strategic partnerships. We love seeing quantifiable results, so don’t hold back on the numbers!

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in digital wealth!

How to prepare for a job interview at State Street

✨Know Your Numbers

Make sure you brush up on your financial modelling skills. Be ready to discuss how you've built financial models in the past, especially in relation to digital wealth partnerships or ETFs. Having specific examples at hand will show that you can drive commercial rigor in platform deals.

✨Understand the Ecosystem

Familiarise yourself with the latest trends in fintech and digital brokerage. Knowing how digital platforms are monetised and what makes them tick will help you stand out. Be prepared to discuss how you can contribute to structuring white label ETF mandates and co-branded ranges.

✨Prepare for High-Level Negotiations

Since this role involves working with senior stakeholders, practice articulating your thoughts clearly and confidently. Prepare a pitch deck or presentation that showcases your understanding of partnership execution and revenue share structures. This will demonstrate your readiness for C-suite level negotiations.

✨Showcase Your Strategic Thinking

Think about how you can contribute to shaping scalable partnership frameworks. Be ready to discuss any previous experiences where you've identified structural improvements or contributed to high visibility deal environments. This will highlight your ability to influence and drive results in a global institution.

Direct Retail and Digital Wealth Consultant - International, AVP - State Street Investment Mana[...]
State Street
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