Strategic Direct Retail and Digital Wealth Client Relationships, VP III - State Street Investme

Role Overview

State Street Investment Management is building the next generation of ETF distribution by embedding directly into the fastest growing digital wealth platforms. We are not looking for a traditional asset management distribution head. We are looking for a platform dealmaker.

Location:

Boston, MA;
Stamford, CT;
New York or APAC (Tokyo).

• Define partnership strategy rather than simply negotiating agreements.
• Work alongside Product to shape retail propositions and future platform capabilities.
• Partner closely with Marketing to design scalable consumer activation strategies.
• Leverage data and behavioural insights to improve how we prioritise opportunities and allocate investment.
• Help us identify the next growth engines for the business, beyond what today is ETF as a Service.
• Contribute to our international strategy by transferring successful models across the US, Europe and Asia rather than allowing each region to reinvent the wheel independently.
• Drive internal execution; act as the commercial owner across product, capital markets, legal and finance.
• Translate platform needs into institutional capabilities.
• Push for speed, clarity and accountability.

• You have 10+ years experience in fintech, digital brokerage, asset management partnerships or platform strategy.
• You have signed large, complex, multi-year distribution or monetization agreements.
• You understand platform economics including user acquisition, engagement, recurring revenue and margin leverage.
• You are fluent in ETFs, savings plans, model portfolios and embedded investing.
• You are comfortable navigating institutional environments while maintaining fintech speed.

• You will not manage legacy channels.
• You will build the future channel.
• You will combine institutional scale with platform innovation.
• You will shape how millions of retail investors access ETFs.

• Multi-year embedded platform agreements.
• Material recurring net flows from digital wealth partners.
• Durable, scalable monetization structures aligned to partner growth.

Salary Range: $110,000 - $207,500 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.

• 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.
• 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.

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.

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.

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.