Strategic Direct Retail and Digital Wealth Client Relationships, VP III - State Street Investment Management (Boston)
$110k - $207.5kState Street Bank
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 ExecutionAct as the commercial owner across product, capital markets, legal and financeTranslate platform needs into institutional capabilitiesPush for speed, clarity and accountabilityWho You AreYou have 10 plus years experience in fintech, digital brokerage, asset management partnerships or platform strategyYou have signed large, complex, multi year distribution or monetization agreementsYou understand platform economics including user acquisition, engagement, recurring revenue and margin leverageYou are fluent in ETFs, savings plans, model portfolios and embedded investingYou are comfortable navigating institutional environments while maintaining fintech speedWhy This Role Is DifferentYou will not manage legacy channelsYou will build the future channelYou will combine institutional scale with platform innovationYou will shape how millions of retail investors access ETFsSuccess Looks LikeMulti year embedded platform agreementsMaterial recurring net flows from digital wealth partnersDurable, scalable monetization structures aligned to partner growthSalary Range: $110,000 - $207,500 AnnualThe 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 StreetAcross 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/careersRead our CEO StatementJob 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.SummaryLocation: Boston, Massachusetts; New York; Tokyo, Japan; StamfordType: Full time
$115k - $205k
...State Street Investment Management’s Client Coverage Group (CCG) is responsible... ...business development, relationship management,... ...you will serve as a strategic partner to the Head... ...help guide strategic direction and drive end‑to‑... ....SummaryLocation: Boston, Massachusetts;...SuggestedFull timeTemporary workPart timeFlexible hours$170k - $267.5k
...looking for a State Street Markets Product Strategy Digital, Managing Director reporting directly to senior Markets... ...translating strategic opportunities and... ...market and our clients evolve from traditional... ...roadmaps and investment cases supported... ...: Boston, MassachusettsType...DigitalFull timeTemporary workPart timeFlexible hours$120k - $217.5k
...Counsel (VP) – Wealth, Custody... ...Clearing – Retail Brokerage... ...within State Street’s newly established... ...and strategic legal... ...discussionsManage relationships with... ...project management and... ...relationships with clients, peers... ...investment advisory... ...SummaryLocation: Boston,...SuggestedFull timeTemporary workPart timeFlexible hours$170k - $267.5k
...Solutions Lead, Managing Director – State Street Wealth ServicesMake... ...on redefining digital wealth and retirement... ...day-to-day direction, prioritization... ...Street’s most strategic initiatives—bridging... ...institutional clients and individual... ...: Boston, Massachusetts;...DigitalFull timeTemporary workPart timeWorldwideFlexible hours- ...we are looking forState Street Investment Management is seeking an... ...President, based in either Boston or London office.Reporting... ...across India, the United States, and EMEA, translating strategic priorities into executable... ...delivers outcomes for clients. As the investment...SuggestedFull timeTemporary workPart timeWork at officeFlexible hours
$170k - $267.5k
...State Street’s Wealth Custody & Clearing (WC&C) division... ...is seeking a Managing Director, Strategic Implementation... ...business, client, and regulatory... ...leadership role with direct accountability... ..., and investment, escalating decisions... ...SummaryLocation: Boston, Massachusetts;...Full timeTemporary workPart timeFlexible hours$140k - $245k
...Liberty Mutual Investments (LMI) is the... ...located in Boston, MA, and New... ...a single client mandate. This... ...real estate, digital... ...a focus on directs and co-investments... ...structuring, management of the investment... ...opportunities and strategic... ...by federal, state or local law...DigitalPart timeLocal areaFlexible hours- ...helping our clients, taking care... ...employees, building relationships, and... ...Using a broad investment product and thought... ...cutting edge digital technology,... ...in Chase Wealth Management, you will offer... ...available in all states. About... ...are directly linked to our...Digital
$140k - $245k
...Liberty Mutual Investments (LMI) is the... ...located in Boston, MA, and New... ...a single client mandate. This... ...real estate, digital... ...executive-ready strategic competitive... ...Tool-Building:Direct the development... ...ability to manage multiple high... ...by federal, state or local law...DigitalPart timeLocal areaFlexible hoursShift work$120k - $202.5k
...cultivating and managing State Street’s relationships with... ...performance to the investment community, ensuring... ...State Street’s strategic direction and financial position... ...for as VP, Fixed Income Investor... .... We keep our clients at the heart of... ...: Boston, Massachusetts;...Full timeTemporary workPart timeFlexible hours$159.96k - $266.56k
...while helping clients pursue... ...OverviewAs the VP, End... ...and leading strategic... ...the full wealth lifecycleEstablish... ...priorities, investments, and executionDevelop... ...including management committee... ...client relationships, because... ...applicant directly from an @... ...: Boston; Fort Mill...Full timePart timeWork from homeShift work$47.52k
...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. Chase is... ...are directly linked to our...DigitalLocal area- ...regional leadership and investment product teams to... ...term goal of our clients. Job... ...regional call series, manage communication... ...engaged, lifelong relationships and put our customers... ...workforce are directly linked to our success... ...the most-used digital solutions – all...DigitalTemporary work
$200k - $300k
...7-13Location: Boston, Massachusetts... ...CitiSeeking a Relationship Manager to join our growing... ...Sciences, Digital Health and... ...some primary client coverage responsibility... ...banking and investment products and... ...significant direct business results... ...United States---------------...DigitalFull timePart time- ...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
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$195.5k - $239.5k
...Architect, Retail Job... ...Areas Management Consulting,... ..., Austin, Boston, Chicago, Dallas... ...of Bain’s digital capabilities... ...you’ll help clients modernize... ...operations.Develop strategic architecture... ...trusted relationships with senior... ...the United States require a good...DigitalPermanent employmentFull timePart timeWork at officeLocal areaHome office3 days per week$165k - $250k
...alternative asset manager. We seek to... ...the companies we invest in, and the... ...Unit: The Private Wealth Public Funds (PWPF... ...and has a stated goal of hitting... ...Institutional Client Solutions, Finance... ...step in and work directly with... ...SummaryLocation: New York; Boston; New Jersey;...Full timePart timeLocal areaFlexible hours$165.49k - $290.34k
...Vice President, State & Local... ...Office including Boston, MA Position Category: Direct hire, paid in... ...President (VP) serves as the... ...lifecycle—from strategic capture and... ...Financial & Resource Management Own the... ...a diverse client base. Lead... ...practice and digital health...DigitalWork at officeLocal areaWorldwideVisa sponsorshipWork visaShift work- ...Savings Bank’s Retail Division... ...Manager II / Business... ...Manager III Function... ...general direction of the... ...procedures and strategic goals.... ...deposit relationships with... ...Proficient with digital banking... ...initial client relationships... ...federal, state and local... ...Street Cambridge...DigitalWork at officeLocal area
$200k - $225k
...solutions to our clients and investing partners. As our... ...based in our new Boston Headquarters and... ...discretion, subject to manager approval. For... ...s Global Private Wealth marketing organization... .... With a global directive spanning North... ...campaigns with a digital center of gravity...DigitalFull timePart timeWork at officeLocal areaRemote work1 day per week$200k - $250k
...building a modern digital platform, and... ...ground up, develop strategic partnerships, and... ...Operations, and Relationship Management teams to bring the... ...Ascensus or our clients.At Ascensus we are... ...objectives.Work directly with the leadership... ...New York City, NY; Boston, MA; Washington,...DigitalFull timePart timeWork at officeRemote work$144.6k - $265.1k
...Manager – Capital... ...offering enables clients to achieve... ...and other digital strategiesThe... ...professional relationships Ability to... ...of strategic, operational... ...industries: investment banking, broker... ..., wealth management... ...the United States without the... ...process, please direct your...DigitalPart timeWork at office$225k - $335k
...physical and digital worlds together... ...aligned to PTC’s strategic priorities... ...inherited third-party relationships, data... ...enterprise risk management (ERM)Experience... ..., including direct Audit Committee... ...protected by local, state, or federal... ...: Boston, MA, USAType:...DigitalFull timePart timeWork at officeLocal areaImmediate startFlexible hoursShift work$151.8k - $265.6k
...Manager – Capital... ...offering enables clients to achieve... ...trading, investment management... ...and other digital strategies... ...constructive relationships with clients... ...variety of strategic,... ...brokerage, wealth management... ...the United States without the... ...preferred: Direct hands-on experience...DigitalPart timeWork at office$133.4k - $238.4k
...Director – Strategic... ...leadership of the VP & Chief Procurement... ...United States without... ...change management, stakeholder... ...planning. No Direct... ...Supplier Relationship Management... ...you—not a digital assistant.... ...MA; USA - Boston, MA; USA -... ...Boston-School Street; USA - Wilmington...DigitalFull timePart timeWork at officeWorldwide$170k - $267.5k
...Managing Director – Digital Asset Solutions (... ...Director within State Street’s Digital... ...is a strategic leader... ...services to clients.This role... ...reports directly to the... ...State Street Investment... ...Private Wealth Management... ...Commercial and Relationship Management... ...New York; BOSTON; Boston,...DigitalFull timeTemporary workPart timeFlexible hours$221.41k - $280.07k
...Stamford, Boston, Hoboken,... ...Sales & Strategic Pursuits... ...a deeply client‑centric culture... ...alliance relationships. This is... ...and direct engagement... ...insurance, and wealth & asset management. You will... ...investment toward EY... ...leveraging digital sales agents... ...State and California...DigitalSummer holidayFlexible hours$221.41k - $280.07k
...Stamford, Boston, Hoboken,... ...Sales & Strategic Pursuits... ...a deeply client‑centric culture... ...alliance relationships. This is... ...and direct engagement... ...insurance, and wealth & asset management. You will... ...investment toward EY... ...leveraging digital sales agents... ...State and California...DigitalSummer holidayFlexible hours
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