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.