Strategic Direct Retail and Digital Wealth Client Relationships, VP III - State Street Investment Management
$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
$110k - $207.5k
...member of the Strategic Implementation... ...Office (CAO) of State Street Investment Management, you will lead... ...change, evolving client needs, or internal... ...Vice President III) based in... ...Provide strategic direction on program structure... ...build trusted relationships with business,...SuggestedFull timeTemporary workRemote workFlexible hoursShift work$80k - $140k
...INSTITUTIONAL SIDE OF DIGITAL WEALTH!Digital... ...and embedded investment platforms are redefining retail distribution. State Street Investment Management is building a dedicated Direct Retail Digital... ...of long term strategic partnerships with... .... We keep our clients at the heart...DigitalFull timeTemporary 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$151.4k - $311k
Position Summary Client Relationship Executive (CRE) -... ...to drive strategic relationships and business... ...one or two specific Investment Management clients. The CRE will... ...to work in New York state, Deloitte is required... ...recruiting process, please direct your inquiries to...SuggestedShift work$120k - $202.5k
State Street Investment Management is seeking a senior-level Consultant Relations professional... ..., manage, and expand relationships with key research and... ...Relationship Management, Client Service, and Investment... ...ResponsibilitiesDevelop and execute strategic consultant coverage plans...SuggestedFull timeTemporary workFlexible hours- ...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 will be... ...available in all states. Chase is a... ...are directly linked to our...Digital
$151.4k - $311k
...candidates to pursue strategic relationships at our largest and... ...strong relationship management skills and a proven... ...one or two specific clients and have responsibility... ...process, please direct your inquiries to the... ...as through our own investments, commitments, and actions...$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Stamford, CT Job... ...Stamford, CT, United States Job Schedule: Full... ..., building relationships, and delivering extraordinary... .... Using a broad investment product and thought... ...with cutting edge digital technology, you will...DigitalFull time- ...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
$100k - $140k
...join the Structured Investments team. The ideal candidate will support client management and business development... ...closely with senior Relationship Managers, gaining... ...support tactical and strategic initiatives across the... ...working for or with wealth management firms, specifically...Full timeWork at officeRemote work$122.5k - $423.78k
...Specialism IFS - Clients & Markets Management Level Director... ...and execute strategic sales and marketing... ...market research, digital marketing,... ...involve building relationships, conducting market... ...growth, shaping the direction of client... ...residents of Washington state the salary range...DigitalFull timeTemporary workH1b- ...helping our clients, taking... ...building relationships, and delivering... ...a broad investment product... ...cutting edge digital technology... ...of Wealth in J.P. Morgan... ...Morgan Wealth Management, you will... ...our strategic objectives... ...available in all states. Chase is... ...are directly linked to...Digital
$205k - $300k
....P. Morgan Wealth Management – Market Director... ...NY, United States and 1 more... ...our clients, taking care... ..., building relationships, and delivering... ...a broad investment product and... ...cutting edge digital technology,... ...our strategic objectives... ...workforce are directly linked to our...DigitalFull time$110k - $185k
...a wide range of investment banking, securities, investment management and wealth management services... ...employees serve clients worldwide... ...of Corporate & Digital Solutions, Morgan... ...Reinvestment, and Strategic Client Management... ...Wealth Management relationships. Our approach...DigitalTemporary workWorldwide$170k - $200k
...President to join the Structured Investments team. This role will... ...on the platform for clients. The team develops and manages the technology platform experience... ...throughout the United States. This individual will help manage and grow relationships with our issuing partners...Full timeWork at officeRemote work$221.41k - $280.07k
...About Sales & Strategic Pursuits (S... ...a deeply client‑centric... ...growing alliance relationships. This is a... ...and direct engagement... ...insurance, and wealth/asset management spaces. You... ...Databricks investment toward EY‑led... ...leveraging digital sales agents... ...Washington State and...DigitalSummer holidayFlexible hours$221.41k - $280.07k
...About Sales & Strategic Pursuits (S... ...a deeply client‑centric... ...growing alliance relationships. This is a... ...and direct engagement... ...insurance, and wealth/asset management spaces. You... ...Databricks investment toward EY‑led... ...leveraging digital sales agents... ...Washington State and...DigitalSummer holidayFlexible hours- ...to a Private Client Advisor in Chase Wealth Management, you will offer... ...deepen client relationships. Ideal candidates... ...personalized investment solutions to... ...eventsEmbrace digital innovations to... ...available in all states.Chase is a... ...workforce are directly linked to our...Digital
$151.8k - $265.6k
...Summary Manager - Capital... ...enables clients to achieve... ...trading, investment management... ...and other digital strategies... ...relationships with clients... ...variety of strategic, operational... ...brokerage, wealth management... ...the United States without the... ...preferred: Direct hands-on experience...DigitalWork at office$155.6k - $306.8k
...helps guide clients through... ...Strategy Manager focused on the Investment Management... ...asset and wealth management... ...work among strategic advisors to... ...will work directly with senior... ...trusted relationships with senior... ...continuous digital and AI... ...applicable state and local...DigitalLocal area$144.6k - $265.1k
...Summary Manager - Capital... ...enables clients to achieve... ...and other digital... ...professional relationships Ability to... ...variety of strategic, operational... ...industries: investment banking, broker... ..., wealth management... ...the United States without the... ...process, please direct your...DigitalWork at office$128k - $252.5k
...impact on our clients' success.... ...new digital ventures, and... ...include asset, wealth, and investment advisers and... ...investment managers, broker-... ...experience driving strategic business... ...executive relationship-building,... ...process, please direct your... ...applicable state and local laws...DigitalLocal area$82k - $250k
...to help your clients achieve their... ...unique needs Manage your client’s... ...goals Grow relationships with clients to... ...Education Funding · Investment & Advisory... ...personalized digital experience and... ..., and wealth strategies.... ...Forbes Best-in-State rankings, reflecting...Digital- ...enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...inclusion. Using a broad investment product and thought... ...along with cutting‑edge digital technology, you will be... ...focus on relationship management, not portfolio...Digital
$175.3k - $322.9k
...looks ahead and invests in areas... ...BankingSuite, a managed composable... ...launch new digital product... ...portfolio, drive Strategic Growth... ...compelling client outcomes. The... ...existing account relationships as well as identify... ...the United States without the... ..., please direct your...DigitalLocal area$175.3k - $322.9k
...looks ahead and invests in areas... ...ClaimBeacon, a managed composable... ..., drive Strategic Growth Offerings... ...compelling client outcomes. The... ...account relationships as well as identify... ...the United States without the... ...(e.g., digital enablement for... ...process, please direct your...DigitalLocal area$10 per hour
...enjoy building relationships and providing... ...advice to your clients, then a role... ...Relationship Manager is for you.As... ...with Branch, Wealth Management and... ...and establish digital capabilitiesProtect... ...deadlinesSelf-directed, proactive,... ...auto financing, investment advice, small...DigitalWork at office- ...Tax Strategies, Debt Management Wealth & Investment Management -... ...financial advisors at help clients reach their goals... ...and values relationships and integrity.... ...work in the United States, without requiring,... ...with a personalized digital experience and leading...DigitalWork experience placementWork at officeWork visa
- ...200,000 investment professionals... ..., our clients, and our... ...Program Manager to lead complex... ...directly with client... ...management, and strategic cross-... ...trusted relationships and drive... ...the United States without... ...better. Our digital platform... ...well as wealth managers,... ...Beacon Street; Chicago,...DigitalFull timeContract workWork experience placementWorldwideFlexible hours
$221.41k - $280.07k
...Products & Retail About Sales & Strategic Pursuits (... ...a deeply client-centric culture... ...alliance relationships. This is a... ...IBM and direct engagement... ...(asset management and plant... ...influence IBM investment toward EY-... ...of digital sales agents... ...Washington State and California...DigitalSummer holidayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Direct Retail and Digital Wealth Client Relationships, VP III - State Street Investment Management. Be the first to apply!
- vice president education Stamford, CT
- vice president manufacturing Stamford, CT
- vice president Stamford, CT
- vice president supply chain Stamford, CT
- senior associate vice president Stamford, CT
- vp biotech Stamford, CT
- vice president event Stamford, CT
- vp talent acquisition Stamford, CT
- vice president healthcare Stamford, CT
- vice president finance Stamford, CT



