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 plus 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.
About the Role
This Vice President will help lead Direct Retail Digital Wealth Partnerships with a clear mandate: sign long term, scalable partnerships that integrate SSIM ETF capabilities into digital brokers, neo banks, robo advisors and embedded finance ecosystems.
Location
Boston, MA; Stamford, CT; New York or APAC (Tokyo)
Salary Range
$110,000 - $207,500 Annual
About State Street
Around 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. Join us in shaping the future. 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.
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