Wealth Services Business Management Associate (Chief of Staff Associate) - AVP

Wealth Services Business Management Associate (Chief of Staff Associate) - AVP

Reporting to: Chief of Staff to the Head of Wealth Services

About the Role

Wealth Services is a global business within State Street that supports the delivery of positive outcomes for wealth managers and the investors they serve. We are looking for a high‑performing professional who is energized by analytical problem‑solving, cross‑functional collaboration, and a dynamic operating environment. In this role, you will partner closely with the Wealth Services Chief of Staff to support business planning, executive materials, operational processes, enterprise and internal communications, and people‑focused initiatives across Wealth Services. The position offers an exceptional opportunity to gain meaningful exposure to senior leadership, deepen your understanding of how a global business operates, and build a strong foundation for future roles in strategy or business management. Join us if making your mark in an ever-changing, increasingly complex and competitive industry is a challenge you are up for.

What You’ll Do

Business Planning & Analytics

• Support the development, tracking, and reporting of Objectives & Key Results (OKRs).
• Assist in creating dashboards, scorecards, and business intelligence artifacts.

Executive‑Ready Presentations & Materials

• Develop materials for Quarterly Business Reviews, Executive Committee updates, Board preparation, and Client Advisory Board engagements.
• Help craft concise narratives and data‑driven recommendations.

Operating Rhythm & Business Management

• Coordinate business routines including agendas, pre‑reads, and follow‑ups.
• Support budget management with Finance and headcount planning with HR.
• Liaise with Corporate Realty on space and facilities needs.

Internal & Enterprise Communications

• Draft internal communications for Wealth Services.
• Ensure Wealth Services is represented in enterprise‑wide communications.

Talent Priorities & Employee Engagement

• Support development of a talent priorities plan.
• Assist in execution of employee engagement initiatives.

Cross‑Functional Project Support

• Assist with enterprise initiatives, policy implementations, and process improvements.

What We Value

• Strong problem‑solving skills.
• Excellent communication and presentation development.
• High level of organization and follow‑through.
• Ability to work across diverse leaders and teams.
• Strong work-ethic with ability to multi-task in a fast-paced environment.
• Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, SharePoint, Power BI, Copilot), and familiarity with and interest in emerging AI tools.

Qualifications

• 4–7 years of experience in consulting, business operations, strategy, finance, leadership development, program management or similar roles.
• Bachelor’s degree required; financial services exposure a plus.

Salary Range:

$80,000 - $140,000 Annual

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

Read our CEO Statement

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.