As a Business Strategist, Officer you will contribute to the continued growth of State Street Investment Management’s global Retirement Business by supporting new business initiatives, product rationalization and innovation, and work with senior members of the US Retirement team in executing/monitoring the business strategy. You will report to the Head of Retirement Research. The US Retirement team sits within State Street Investment Management’s Chief Business Office team. Job Functions Support the US Retirement business in executing its strategy through responsibilities such as: Monitor the performance of business strategy on a quarterly basis, reporting on what has gone well, what needs to improve and what’s next to Retirement team leadership Monitor and update team on industry trends and competitive developments with the goal to identify new sales opportunities and product innovation Support, and ultimately lead, projects needed to drive business growth and enhance business and product operations (e.g. IncomeWise strategic initiative) Manage all procurement and on-going related processes for the Retirement business Build and maintain presentation materials to support interactions with executive management and other internal Retirement partners Provide support as part of the Retirement team sales process (e.g. RFPs, sales presentations, competitor comparisons, etc.) Support and contribute to on-going retirement research About You Bachelor’s Degree. 1 - 5 years’ 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 with 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 our team, across our organization, and with our clients Familiarity with using AI to streamline operational processes Strong aptitude for multi-tasking and producing required reports within short timelines Salary Range: $75,000 - $123,750 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. 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

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