Senior Consultant, Wealth Management Practice Growth

STATE STREET CORPORATION; Boston (MA); On-site; USD 110,000 - 189,000; Full time

Benefits offered by this job

401K with company match

Health and dental insurance

Paid time off

Employee Assistance Program

Performance-based awards

Job summary

State Street Corporation's Practice Management group seeks a Senior Consultant to support leading wealth management firms, collaborating with senior executives and advisory teams to address business challenges and drive growth.

You will help clients improve how they grow, lead, operate, and serve investors, generating practical resources and playbooks for broad client use and coordinating across multiple engagements with travel required 25–35%.

Qualifications

• Five dimensions: consultant, business strategist, communicator, content creator, organized operator.
• Experience framing business challenges and guiding clients to practical next steps.
• Strong written, verbal, presence, and facilitation skills.

Responsibilities

• Support high-quality consulting engagements across client relationships.
• Strengthen relationships with priority advisory firms, platforms, and teams.
• Develop client-ready resources: presentations, guides, playbooks, frameworks.

Skills

Consultant

Business Strategist

Communicator

Content Creator

Organized Operator

Education

Bachelor’s degree

CFP/CFA/MBA/CIMA/CEPA/CPWA

Job description

State Street Corporation's Practice Management group seeks a Senior Consultant to support leading wealth management firms, collaborating with senior executives and advisory teams to address business challenges and drive growth.

You will help clients improve how they grow, lead, operate, and serve investors, generating practical resources and playbooks for broad client use and coordinating across multiple engagements with travel required 25–35%.