Strategic Direct Retail and Digital Wealth Client Relationships, VP III - State Street Investment Management
$110k - $207.5kState Street
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. 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. If you have built strategic partnerships at a digital platform and understand both user growth and monetization economics, this role is built for you. Location: Boston, MA; Stamford, CT; New York or APAC (Tokyo) 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 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 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 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. 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 About State Street 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. 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. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: 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. 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. 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. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement
$80k - $140k
State Street Investment Management (SSIM) is seeking a Client Contracting Analyst to provide execution and... ...closely with Distribution, Relationship Management, Transition... ..., scalability, and digital contracting... ...where speed and precision directly influence client outcomes...DigitalContract workTemporary workFlexible hours$110k - $188.75k
...’re seeking a VP, North America Marketing Manager to lead the strategy... ...that have a direct and measurable... ...content, and digital experience.... ...Institutional Sales, Client Enablement,... ...Manager for State Street Investment Management,... ...stakeholdersExcellent relationship building...DigitalTemporary workHome officeFlexible hours$115k - $205k
State Street Investment Management’s Client Coverage Group (CCG) is responsible for global distribution... ...business development, relationship management, marketing,... ..., you will serve as a strategic partner to the Head(s)... ...help guide strategic direction and drive end‑to‑end ownership...SuggestedTemporary workFlexible hours$120k - $217.5k
...architecture and shape the future of investment management through transformative,... ...As a Business Architect, VP at State Street Investment Management (“... ...models aligned with strategic objectives. Partner with business... .... We keep our clients at the heart of everything...SuggestedFull timeTemporary workFlexible hours$80k - $140k
Role Overview State Street Investment Management’s US Institutional Client Coverage Group is hiring a Relationship Manager, AVP (RM). In this role, the RM will deliver an exceptional... ...with business development teams on strategic client growth and sales initiatives Strong...SuggestedTemporary workWork at office- ...helping our clients, taking care... ...employees, building relationships, and... ...Using a broad investment product and thought... ...edge digital technology, you... ...Advisor in Chase Wealth Management, you will... ...available in all states. Chase is... ...are directly linked to our...DigitalFull time
$110k - $188.75k
...National Account Manager to join our US Wealth Sales Team. This role... ...for leading strategic coverage of some of... ...market share for State Street investment products. Due to... ...portfolios, SMAs, direct indexing, and alternatives... ...and deepen relationships with key home office...Temporary workWork at officeHome officeFlexible hours$170k - $267.5k
...are looking for a State Street Markets Product Strategy Digital, Managing Director reporting directly to senior Markets leadership... ...lines translating strategic opportunities and... ...the market and our clients evolve from... ...product roadmaps and investment cases supported by...DigitalTemporary workWork at office$120k - $217.5k
About the job State Street Investment Management Data, Analytics & AI Services (DAAIS) team is seeking a highly accomplished Senior Data Product and... ...innovative solutions that address evolving business and client requirements. Collaborate with global teams to execute cross...Full timeTemporary workWork at officeFlexible hours$120k - $202.5k
Role Overview State Street Investment Management ("State Street IM", formerly State Street Global Advisors... ...efficiency, cost transparency, and client outcomes . Ensure adherence to... ...health and risks. Manage key vendor relationships and ensure service quality and integration...Temporary work- ...helping our clients, taking care... ...employees, building relationships, and... ...Using a broad investment product and thought... ...cutting edge digital technology,... ...J.P. Morgan Wealth Management, you offer comprehensive... ...in all states. About Us... ...are directly linked to our...DigitalLocal area
$60k - $101.25k
...a premier asset management firm as part of... ...distribution team? At State Street Investment Management, we... ...of our U.S. Wealth organization . In... ...intermediary clients. You will collaborate... ...multiple digital mediums (WebEx,... ...internal and external relationship development...DigitalTemporary workFlexible hours$120k - $202.5k
...motivated Securitized Portfolio Manager to join our Global Fixed... ...ABS, and CLOs, contributing directly to investment performance, portfolio construction, and client outcomes. This role requires... ...will be joining is a part of State Street Investment Management, one of...Temporary workFlexible hours- ...Community Private Client Advisor At J.P... ..., building relationships, and delivering extraordinary... .... Using a broad investment product and... ...with cutting edge digital technology, you... ...Advisor in J.P. Morgan Wealth Management, you offer... ...Products not available in all states....DigitalLocal area
$120k - $217.5k
...Legal Counsel (VP) - Wealth, Custody & Clearing - Retail Brokerage is a... ...within State Street’s newly established... ...matter expert and strategic legal advisor... ...relationships with external... ...strong project management and execution... ...relationships with clients, peers and senior...Temporary workFlexible hours$120k - $202.5k
...As a Senior Data Management Technical Analyst... ...next-generation wealth management solutions... ...(R&D) team is a strategic innovation hub... ...analytics, AI/ML, and digital wealth use cases... ...the application clients. Define and... ...to participate in State Street’s comprehensive benefits...DigitalTemporary work- VP Strategic Accounts Boston, Remote, US About... ...worldwide to seamlessly manage their treatment... ..., and innovative digital solutions to... ...strengthen patient relationships, and create... ...experience selling directly into pharmaceutical... ...optimal alignment with clients and global...DigitalRemote workWorldwide
$38.25k
...Relationship Banker, Causeway Street, MA Santander... ...than a strategic shift. It... ...lending and investment products... ...them on digital banking... ...with clients to understand... ...management and community... ...in Retail Banking... ...follow directions, policies... ...United States on a full...DigitalHourly payFull timeWork experience placementWork at officeShift workAfternoon shift$70k - $130k
...are looking for Wealth Custody and... ...maintenance of client accounts, ensuring... ..., and digital‑first servicing... ...the lifecycle, directly supporting all... ...Support and manage complex account... ...and clearing relationships Experience leveraging... ...in State Street’s comprehensive...DigitalTemporary workFlexible hours- ...of J.P. Morgan Wealth Management, offers U.S. based clients and their... ...Support and drive strategic firm and branch... ...force, and investment products Knowledge... ...close working relationship with sales and... ...workforce are directly linked to our... ...the most-used digital solutions -...DigitalWork at officeLocal area
$38.25k - $61k
## Relationship Banker, Causeway Street, MACandidatar... ...than a strategic shift. It... ...lending and investment products... ...them on digital banking... ...with clients to understand... ...management and community... ...in Retail Banking... ...follow directions, policies... ...United States on a full...DigitalHourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- ...Officer-level leader in Boston, responsible for the strategic direction and performance of its Client Services organization. In this role, you will lead... ...business segments. You will also develop executive-level relationships, drive client retention, and enhance service...
- asset-management, project-management, Wealth Management, Change & Transformation... ...a high-growth investment firm building... ...and deliver strategic initiatives... ...operating at VP level. What you... ...automation and digital tools can genuinely... ...) Working directly with senior stakeholders...DigitalPermanent employment
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$110k - $188.75k
...for This is a Client Service Manager role in the US... ...complex client relationships, manage client... ...joining is a part of State Street Global Services... ...effective investment solutions. From... ...through surveys and direct feedback Has... ...Capable of thinking strategically and...Full timeTemporary workFlexible hours- ...enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...inclusion. Using a broad investment product and thought... ...with cutting edge digital technology, you will... ...Advisor in J.P. Morgan Wealth Management, you offer comprehensive...DigitalLocal area
$47.52k
J.P. Morgan Wealth Management - Private Client Advisor Base pay range $47,520.00/yr -... ...our employees, building relationships, and delivering extraordinary... ...inclusion. Using a broad investment product and thought... ...along with cutting‑edge digital technology, you will represent...DigitalFull time$47.52k
...dedicated to helping clients achieve their financial... ...Client Advisor in Chase Wealth Management, you will offer... ...deliver personalized investment solutions to clients, focusing on relationship management. Demonstrate... ...investments. Embrace digital innovations to help clients...Digital$170k - $267.5k
State Street’s Wealth Custody & Clearing (WC&C) division is seeking a Managing Director, Strategic Implementation to serve as a senior... ...against business, client, and regulatory outcomes... ...role with direct accountability for... ..., resourcing, and investment, escalating decisions...Temporary workFlexible hours
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