Business Strategist, Officer - State Street Investment Management

State Street•Stamford, CT

About The Position

The Business Strategist, Officer contributes to the growth of State Street Investment Management’s global Retirement Business. The role supports new business initiatives, product rationalization and innovation, and works with senior members of the US Retirement team to execute and monitor business strategy. The position reports to the Head of Retirement Research and is part of the US Retirement team within the Chief Business Office team. The role monitors business strategy performance, tracks industry and competitive developments, supports projects that drive growth and improve business and product operations, and manages procurement processes. It also develops presentation materials for executive management and internal partners, supports sales activities, and contributes to ongoing retirement research.

Requirements

Bachelor’s degree.
1–5 years of financial services experience.
Enthusiasm for the industry, a positive attitude, and a drive to succeed.
Excellent communication, organizational, and interpersonal skills.
Strong attention to detail, with the ability to analyze large datasets and conduct comprehensive industry research.
Strong critical thinking skills and the ability to frame business issues and apply data analysis to support strategic decision-making.
Ability to learn quickly and demonstrate industry and product knowledge.
Ability to build relationships within the team, across the organization, and with clients.
Familiarity with using AI to streamline operational processes.
Strong aptitude for multitasking and producing required reports within short timelines.

Responsibilities

Support the US Retirement business in executing its strategy.
Monitor quarterly business strategy performance and report to Retirement team leadership on progress, areas for improvement, and next steps.
Monitor and share industry trends and competitive developments to identify sales opportunities and product innovation.
Support and ultimately lead projects that drive business growth and improve business and product operations, including the IncomeWise strategic initiative.
Manage procurement and related ongoing processes for the Retirement business.
Build and maintain presentation materials for executive management and internal Retirement partners.
Support the Retirement team sales process, including RFPs, sales presentations, and competitor comparisons.
Support and contribute to ongoing retirement research.

Benefits

401(k) retirement savings plan with company match.
Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages.
Paid time off, including vacation, sick leave, short-term disability, and family care responsibilities.
Access to an Employee Assistance Program.
Incentive compensation, including eligibility for annual performance-based awards, subject to stated exclusions.
Eligibility for certain tax-advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Employee networks.