Direct Retail and Digital Wealth - US, VP - State Street Investment Management - statestreet
OpenTalent
State Street Investment Management is building one of the industry's most ambitious next-generation growth platforms, designed to capture the structural transformation of global wealth distribution. As Vice President, DRDW this role will play a pivotal role in shaping how one of the world's largest asset managers wins across the future of investing. This role sits at the center of the accelerating shift toward: Direct retail investing Digital wealth platforms Neo-brokers and robo-advisors Embedded investing ecosystems Fintech-enabled wealth models ETF-led portfolio modernization The successful candidate will be responsible for driving SSIM's commercial growth across US digital wealth and direct retail channels, with a primary focus on US platform ecosystems. This is a highly visible, growth-oriented role for a commercially minded leader who wants to help define the future of asset management distribution. Key Responsibilities Commercial Growth and Strategic Partnerships Develop and execute SSIM's DRDW International growth strategy across Europe and priority global markets/ US growth strategy Build and manage senior relationships with key digital wealth and retail investment platforms Drive ETF, active, alternatives, and model portfolio adoption across strategic platform partners Expand buy-list penetration, platform integrations, and commercial revenue opportunities Preferred provider agreements Revenue share models Platform integrations co-branded solutions White-label opportunities Future ETF as a Service pathways Product and Solution Commercialization ETFs Active funds Alternatives Model portfolios Portfolio construction Capital markets solutions Wealth technology capabilities Position SSIM not only as an asset manager, but as a strategic platform partner Support the development of scalable partnership frameworks across geographies Execute complex strategic initiatives with speed and rigor Contribute to broader NextGen business building priorities Experience ETF distribution Wealth management Digital wealth Fintech partnerships Platform sales Retail investment ecosystems Digital wealth models Online brokerage Robo-advisory Neo-banking Retail investor trends Proven ability to originate, structure, and scale strategic commercial partnerships Strong product fluency across ETFs, wealth solutions, and platform ecosystems Multi-regional commercial experience strongly preferred Skills and Qualifications Bachelor's degree required; MBA or advanced degree preferred Strong commercial and strategic mindset #J-18808-Ljbffr OpenTalent
- State Street Investment Management is building a next-generation growth platform focused on direct retail and digital wealth channels. The Vice President, DRDW will shape the future of asset management... ...and commercial growth across US digital wealth and platform ecosystems...Digital
- ...Practice ManagementWe help wealth management firms solve today’s... ...Management is State Street Investment Management’s advisory... ..., coaching, and direction for Practice Management... ...institutional investors rely on us to help them manage... ...on jobs at StateStreet.com/careersRead our...SuggestedFull timeTemporary workFlexible hours
$125k - $250k
...initiatives across Private Wealth Management. This role serves... ...planning, investment management, banking... ...business provides digital solutions for... ...influence without direct authorityProactive... ...York, NY, United States-based position is... ...time and part-time US employees who work...DigitalFull timeTemporary workPart timeWork at office- ...Vice President, to join the Wealth & Investment Management (WIM) Strategy team. Learn... ...from. They will work directly with and support members of... ...encompassing advisory, brokerage, digital and self-directed wealth,... ...Location:500 West 33rd Street - New York, NYSpecific...DigitalFull timeWork experience placementRelocation package
$100k - $170k
...Sachs Asset Management's Quantitative... ...delivers bespoke investment solutions to... ...and Retail clients. As a... ...creating disruptive digital tools and... ...including customized direct indexing... ...management of wealth concentration... ..., NY, United States-based... ...and part-time US employees who...DigitalFull timeTemporary workPart time$90k - $125k
Asset & Wealth ManagementRole: Asset & Wealth Management, Wealth Investment Solutions (WIS), Digital Product Manager, AnalystAbout... ..., including direct indexing, tax-... ..., and retail clients. About... ...York, NY, United States-based position... ...and part-time US employees who work...DigitalFull timeContract workTemporary workPart time- The Practice Management and Advisor Development team is... ..., and divisions. With direct exposure to the field,... ...experience, preferably within wealth management, with a... ..., auto financing, investment advice, small business... ...and have the most-used digital solutions - all while...DigitalHome office
$115k - $270k
...IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs helps... ...financial planning, investment management, banking... ...business provides digital solutions for customers... ...York, New York, United States-based position is $115... ...full-time and part-time US employees who work at...DigitalFull timeTemporary workPart timeWork at office$185.7k - $303.5k
...Vice President of Retail Operations - US (Duty-Free) Opportunity... ...00 Purpose: The VP of Retail... ...commercial, marketing, and digital execution Leads... ...teams to manage product life cycle... ...programs, including direct accountability for... ...applicable federal and state requirements....DigitalContract workSeasonal workLocal areaFlexible hoursShift work$125k - $250k
...development initiatives, managing high-visibility... ...across Private Wealth Management. The... ...financial planning, investment management, banking... ...business provides digital solutions for... ...York, NY, United States-based position is... ...time and part-time US employees who work...DigitalFull timeTemporary workPart time$225k - $250k
...Performance Media, Investment to join our... ...portfolio. You will also directly manage a VP of Media... ..., Streaming, and Digital Video in close collaboration... ..., insurance, wealth management,... ...celebrating what makes us different makes... ...applicable federal, state, or local law....DigitalFull timeWork at officeLocal areaShift work3 days per week$125k - $250k
...experiences across Private Wealth Management. This role is... ...planning, investment management, banking... ...provides digital solutions for customers... ...practicesPartner directly with advisors and... ...York, NY, United States-based position is... ...time and part-time US employees who...DigitalFull timeTemporary workPart timeWork at office- ...The J.P. Morgan Wealth Management (USWM) business is focused on helping... ...Advisors, and Self-Directed—our digital investing platform. The combined business... ...the firm’s most important US Wealth Management priorities... ...to work in the United States. We do not offer any type...DigitalImmediate startVisa sponsorship
$205k - $275k
...seeking a visionary VP, Head of... ...data analytics and digital operations and solutions... ..., media and retail, among others.... ...as our hiring managers.EXL is the indispensable... ...top ten leading US insurance... ...preferred.Preferred:Direct experience with... ...42001, and US state laws (e.g.,...Digital$175k - $300k
...& International, Investment BankingCompany: CitiTeam... ...receivables, digital infrastructure and... ...on balance sheet management, transaction execution... ...- both in the US and abroad. Our group... ...to the strategic direction and growth of the... ...York New York United States-------------------...DigitalFull timeRemote work- ...Job Description The J.P. Morgan Wealth Management (USWM) business is focused on helping... ...Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has... ...understand format is a plus About Us Chase is a leading financial...DigitalWork at officeRemote workFlexible hoursNight shift
$200k - $250k
...Music is seeking a VP, Fan Engagement... .... Reporting directly to the Head of... ...extension of label digital marketing and... ..., D2C product management, and CRM and... ...execution for US repertoire. This... ...student loans Investment in your professional... ...federal, state, or local law....DigitalCasual workWork at officeLocal area- ...Wealth Planning & Advice is a group of experts... ...position management (such as 10b5-1 plans... ...products and platforms (investment, banking and... ...both federal and state tax laws relating... ...daily contact with a direct manager Strong presentation... ...the most-used digital solutions – all...DigitalWork at officeLocal area
$125k - $250k
...delivered a modern, digital-first... ...simplifying their Cash Management operations. We... ...Partner across Investment Banking,... ...Derivatives, and Asset & Wealth Management to... ...role with direct exposure to Coverage... ..., NY, United States-based position... ...and part-time US employees who work...DigitalFull timeTemporary workPart time- The My JPM Wealth Plan team develops industry-leading... ...that enable wealth management clients to understand... ...global workforce are directly linked to our success.... ...mortgages, auto financing, investment advice, small business... ...have the most-used digital solutions - all while...Digital
$100k - $235k
...Vice President (VP) to lead the... ...Registered Investment Advisor (RIA)... ...Custody Product, Managed Accounts... ...center of the wealth management ecosystem... ...of digital-first alternative... ..., and direct the prioritization... ..., NY, United States-based position... ...and part-time US employees who...DigitalFull timeTemporary workPart time$175k - $200k
...global team, the Risk Manager will have... ...line oversight of US Equity Derivatives... ...Statements, the team works directly with the business... ..., full-service investment banking and capital... ..., research, and wealth and asset management... ...with all federal, state, and local equal...Full timePart timeLocal area$85k - $140k
Wealth Management Platforms Manager - AVPPurchase, NYMorgan Stanley’s Wealth... ...providing a wide range of investment banking, securities, investment... ...to deliver a unified digital experience, unlock growth, and... ...across Advisor, Workplace, and Direct channels. What you’ll do in...DigitalTemporary workWork at officeWorldwide$115k - $270k
...IMPACTThe Practice Management Vice President will... ...franchises across Private Wealth Management (PWM). By partnering directly with Private Wealth... ...a leading global investment banking, securities... ...York, NY, United States-based position is $... ...time and part-time US employees who work...Full timeTemporary workPart timePrivate practiceWork at office$110k - $190k
...Institutional Securities Group (“ISG”), Wealth Management (“WM”), and Asset Management. The US Banks - Morgan Stanley Private... ...for an individual to join the Digital Direct and Workplace Banking Strategy... ...within wealth management, retail banking or lending, and/or consumer...DigitalTemporary workFlexible hours$125k - $290k
Asset & Wealth ManagementA career with Goldman... ...Asset & Wealth Management is an opportunity... ...participate in exciting investment opportunities... ...team, focusing on US large/mid cap and... ...development of AI/digital tools. Our team is... ...York, NY, United States-based position is...DigitalFull timeTemporary workPart time$145k - $200k
...services, CRM, data, analytics, retail media, SEO, and digital experiences. We’re an... ...business impact. As the VP, Partnerships, you are a leader... ...trial and adoption, investment strategies, and collaborative... ...needs. Relationship Management: Cultivate and maintain strong...DigitalFlexible hours- ...including energy, power, digital, renewables and... ...and risk management objectives.Job Responsibilities... ...in the US.Responsibilities will... ...we are a leader in investment banking, consumer... ...global workforce are directly linked to our... ...corporations, governments, states, municipalities,...DigitalContract work
$210k - $250k
...Vice President (VP), Performance Media, Investment to join our growing... ...the leadership, management, and evolution... ...Canada and the US Drive the integration... ...across digital, social, search,... ...accountability Must-have: Direct programmatic... ...federal, state, or local law. EOE...DigitalFull timeWork at officeLocal area3 days per week$140k - $245k
...Liberty Mutual Investments (LMI) is the investment... .... This gives us the freedom to focus... ...including real estate, digital infrastructure,... ...and contribute directly to the portfolio’s... ...collaboration with Portfolio Managers and traders,... ...by federal, state or local law....DigitalLocal areaFlexible hours
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