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

What You Will Do

• 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 behavioral insights to improve how we prioritize 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.
• Push for speed, clarity, and accountability.

Who You Are

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

Why This Role Is Different

• 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.

Success Looks Like

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

Pay & Benefits

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

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.