Jobs · Finance · New York

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

State Street · New York, United States · 1 wk ago
Finance$110k–$208k/yrFull-time

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 behavioural 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

  • You have 10 plus 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.

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.

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