CRD Wealth Overview

State Street Wealth Services seeks to enable wealth advisors and their investment managers to achieve better outcomes for their clients and themselves, thereby enabling revenue growth across all areas of State Street. It includes two operating businesses, Wealth Platforms (comprising CRD Wealth software, software services and investment advisory) and Wealth Custody (including banking, trading, lending and deposits revenue streams). With over $3 trillion in wealth related assets CRD Wealth is a leading provider of investment technology for wealth managers, providing portfolio management, trading, compliance capabilities, and manager / sponsor connectivity

What you will be responsible for

As a Co-op on the CRD Wealth and Advisor Platforms team, you will support strategic initiatives across product, client engagement, and platform innovation. You will report to the Head of Strategic Execution for CRD Wealth and Advisor Platforms and gain hands-on experience working with cross-functional teams and contribute to the evolution of one of the industry’s leading wealth management platforms.

Your responsibilities will include:

• Strategy & market analysis:

• Support the strategic direction of the platform by conducting analysis of trends in the wealth tech market, including competitive landscape, client needs, and emerging technologies.

• Product roadmap:
  Support the development and tracking of the product roadmap, including milestone planning and cross-functional coordination.

• Business development:
  Collaborate with a cross-functional team to prepare for client meetings and events, including presentation materials, briefing documents, and follow-ups.

• Executive communication:
  Develop executive-level presentations for quarterly business reviews, strategic updates, and leadership briefings.

• Strategic Execution:
  Support the execution and roll out of large scale strategic initiatives

These skills will help you succeed in this role

• Analytical Thinking: Ability to apply structured thinking to breakdown complex product and client challenges into actionable insights.

• Research Skills: Strong capability to conduct market and competitive research, synthesize findings, and present clear recommendations.

• Technical Aptitude: Experience with Powerpoint and Excel; familiarity with PowerBI, and an interest in emerging technologies like AI and digital platforms.

• Collaboration & Communication: Comfort working in cross-functional teams and effectively communicating ideas through written and verbal channels.

• Attention to Detail: Precision in handling data, documentation, and testing activities to ensure quality outcomes.

• Adaptability & Curiosity: Eagerness to learn, explore new concepts, and thrive in a fast-paced, innovation-driven environment.

Education & Preferred Qualifications

Pursuing a degree in Business, Economics, Finance or Liberal Arts

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: 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); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

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.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

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Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.