State Street · 3 hours ago
Wealth Services Business Management Associate (Chief of Staff Associate) - AVP
Boston, MA
Full-time
Onsite
Mid Level
$80K/yr - $140K/yr
4+ years expState Street is a global business that supports wealth managers and their investors. The role involves partnering with the Chief of Staff to support business planning, executive materials, operational processes, and internal communications across Wealth Services.
BankingFinanceFinancial Services
Responsibilities
Support the development, tracking, and reporting of Objectives & Key Results (OKRs)
Assist in creating dashboards, scorecards, and business intelligence artifacts
Develop materials for Quarterly Business Reviews, Executive Committee updates, Board preparation, and Client Advisory Board engagements
Help craft concise narratives and data‑driven recommendations
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
Draft internal communications for Wealth Services
Ensure Wealth Services is represented in enterprise‑wide communications
Support development of a talent priorities plan
Assist in execution of employee engagement initiatives
Assist with enterprise initiatives, policy implementations, and process improvements
Qualification
Required
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
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
Benefits
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)
Eligibility for certain tax advantaged savings plans
Flexible work-life support
Paid volunteer days
Vibrant employee networks that keep you connected to what matters most
Company
State Street
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.05B2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M
Leadership Team
Ronald O'Hanley
Chairman and Chief Executive Officer
R
Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
Recent News
2026-02-04
2026-02-04
Company data provided by crunchbase