Business Strategist, Officer - State Street Investment Management
About The Position
The Business Strategist, Officer contributes to the growth of State Street Investment Management’s global Retirement Business by supporting new business initiatives, product rationalization and innovation, and execution and monitoring of the US Retirement business strategy. The role works with senior members of the US Retirement team, which is part of the Chief Business Office team, and reports to the Head of Retirement Research. The position supports quarterly strategy-performance reviews, industry and competitive monitoring, business-growth and product-operations projects, procurement processes, executive and internal-partner presentations, sales activities, and 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 and the ability to analyze large datasets and conduct comprehensive industry research.
- Strong critical-thinking skills, including the ability to frame business issues and apply data analysis to 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 business-strategy performance quarterly and report to Retirement team leadership on successes, areas for improvement, and next steps.
- Monitor industry trends and competitive developments and share updates 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’s 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, with certain sales roles subject to sales incentive plans.
- Eligibility for certain tax-advantaged savings plans.
- Inclusive development opportunities.
- Flexible work-life support.
- Paid volunteer days.
- Employee networks.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
