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
$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$300k - $400k
...within the Client Solutions Group... ...Sachs Asset Management (GSAM). The Retirement Strategic Accounts... ...strategy, on-going relationship management... ...Investment Only (DCIO),... ...our Asset & Wealth Management (... ...the strategic direction of Retirement... ...York, United States-based position...SuggestedFull timeTemporary workPart timeWork experience placement$250k
An Investment Banking platform... ...(Digital Distribution... ...Wholesale/Retail Brokers)... ...Claims/Policy Management, Data &... ...to their clients, customers... ...across the street •... ...Juniors learn directly from leadership... ...build wealth •... ...industry relationships • Work hand... ...for the VP level (not...Digital$100k - $170k
...Sachs Asset Management's... ...delivers bespoke investment solutions to... ...Institutional and Retail clients. As a focal... ...disruptive digital tools and... ...customized direct indexing... ...management of wealth... ...strong working relationships across our... ...NY, United States-based position...DigitalFull timeTemporary workPart time$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$100k - $250k
Asset & Wealth ManagementA career... ...& Wealth Management is an opportunity... ...to help clients across the globe... ...in exciting investment... ...meaningful relationships with your clients... ...modeling for key strategic initiatives,... ...team works directly with leadership... ...assess the state, and develop...- ...Ansira Partners, LLC is seeking a VP, Client Partnership, responsible for... ...significant portfolio. This role requires strategic leadership in managing client relationships and ensuring financial health... ...services leadership, strong digital transformation knowledge, and...Digital
$129.84k - $194.76k
...through strategic communication... ...clients and financial... ...Our team manages a broad spectrum... ..., the Wealth... ...intersection of investment thought leadership... .... This VP-level... ...in direct support of... ...cultivating relationships with financial... ...across digital channels.... ...United States----------...DigitalFull timeWork at office$275k - $350k
...light rail, digital bus shelters... ...consumers at the street‑level in... .... With our clients. With our media... ...to hire a VP, Brand... ...expertise in strategic selling, establish... ...cultivate relationships through proactive... ..., Brand Managers, Media... ...Assets to brands direct. The VP, Brand...DigitalContract workWork at officeImmediate start3 days per week- ...within Chase Wealth Management. As a recognized... ...and strategic execution, you... ...shape the future direction of our business... ...advisors and clients. As a AI... ...technology, digital, product, and... ...influencing and relationship-building... ...auto financing, investment advice, small...DigitalShift work
- J.P. Morgan Wealth Management provides individuals... ...network of investment... ...deep, personal relationships with clients to provide goals... ...on strategic initiativesRequired... ...appropriate State Life & Health... ...workforce are directly linked to... ...the most-used digital solutions -...Digital
- ...service global investment bank... ...institutional clients. With over 7... ...A advisory, strategic advisory, equity... ...integrating digital assets and... ...culture is direct, intellectually... ...our client relationships and are active... ...and Managing Directors. This... ...missing from Wall Street and C-suite...Digital
$100k
...seeking a Client Executive III to join our... ...NY), United States (US). At... ...deals, and manage sales activities... ...provides direction for client... ...client relationships up to the CxO... ...tactical and strategic work... ...leading AI and digital infrastructure... ..., which invests over $3 billion...DigitalContract workWork at officeLocal areaRemote workFlexible hours$115k - $270k
...Net-Worth (UHNW) clients. This strategic role will focus... ...fostering key relationships, and ensuring... ...clients' overall wealth management and estate... ...financial planning, investment management,... ...business provides digital solutions for customers... ...with relevant state and federal...DigitalFull timeTemporary workPart timeWork at office- ...deliver personalized investment solutions to your clients by relying on leadership and relationship‑building skills... ...relationship management, not portfolio... ...Embrace digital innovations to... ...workforce are directly linked to our success... ...Advisor in Chase Wealth Management, you...Digital
$240k - $285k
...s complex retail landscape.... ...store and digital commerce,... ...serve our clients, and support... ...relationships, pursuing... ...setting the strategic vision and... ...strategic direction, and organizational... ...following states: AL, AR,... ...performance management across... ...understands that investing in our...DigitalLocal areaRemote workFlexible hours$185k - $220k
...creative, and highly strategic VP of Brand... ...media platforms, and retail. This is a senior... ...foundation of marquee clients. The right person... ...bring trusted relationships a track record of... ..., streaming, digital, social, and broader... ...partnerships, client‑direct sales, or in‑...DigitalShift work- ...the JPMorgan Wealth Management National Field... ...support our strategic objectives of... ...advisor-, and client-level to... ...profitability to guide investment decisions... ..., lifelong relationships and put our customers... ...are directly linked to our... ...the most-used digital solutions – all...DigitalHome office
- ...Aura By Hex Trust Relationship Manager Aura by Hex... ...Trust is the private wealth business of Hex... ...institutional-grade digital asset... ...the industry. HNW clients want exposure but... ...capital markets, investment solutions, payments... ...bonus structure tied directly to revenue, paid...DigitalWork at office
$70.35k - $205.8k
...responsibilities of the Wealth Management Consultant... ...and digital operating model... ...the strategic direction set by senior... ...projects with heavy client engagement. Synthesize... ...position in investment banking.... ...strong relationships with Accenture... ...by federal, state, or local law...DigitalWork at officeLocal area$128.9k - $214.1k
...the evolving digital advertising ecosystem... ...will shape strategic agendas,... ...Lead Strategic Client Partnerships Serve... ...key client relationships, leading major... ...the strategic direction for major client... ...the hiring manager. Location New... ...Center, United States of America #J...DigitalWork experience placementLive inWork at office$150k - $190k
...leveraging your strategic and analytical... ...the future of wealth management. This role can... ...Serve as a relationship manager to 50+... ...delivery model Work directly with Focus... ...platform of client solutions to Network... ...That’s why we invest in our people,... ...by local, state and/or federal...Work at officeLocal area$125k - $290k
Asset & Wealth ManagementA career with... ...& Wealth Management is an opportunity to help clients across the globe... ...participate in exciting investment opportunities... ...meaningful relationships with your... ...of AI/digital tools. Our team... ...York, NY, United States-based position...DigitalFull timeTemporary workPart time- ...impact on our client service... ...in control management and data analysis... ...Manager III within JPMorganChase... ...through strategic planning and... ...strong relationships. Job responsibilities... ...and digital literacy to... ...commercial or investment banking, with... ...workforce are directly linked to...Digital
- The Strategic Financing Solutions (“SFS... .... The team is client-centric,... ...transactions. You will manage the "full... ...classes, including Digital Infrastructure... ...client relationships by responding... ...experience in an investment banking front... ...the firm.Self-directed, highly motivated...Digital
$165k - $180k
...Acquisition Manager @ Haymarket... ...President, Client Solutions, PRI... ...will provide strategic oversight... ...existing client relationships, while... .... Reporting directly to the General... ...Competitive 401(k) investment options and... ...and digital innovation,... ...recognized by state, federal, or...DigitalFull timeWork at officeLocal areaFlexible hours- ...The J.P. Morgan Wealth Management (USWM) business... ..., and Self-Directed—our digital investing platform. The combined... ...behavior and client outcomes. This... ...with teams on strategic concepts to driving... ...advisor-client relationship model.... ...in the United States. We do not offer...DigitalImmediate startVisa sponsorship
$100k - $235k
...is a modern and digital-first transaction... ...to serve our clients. The business combines... ...join our Client Relationship Management (CRM) team... ...contact for our strategic corporate relationships... ...leading global investment banking,... ...New York, United States-based position is...DigitalFull timeTemporary workPart time- ...Description The Client Specialist is... ...sophisticated wealth expert who... ...creating new wealth relationships and deepening... ...in wealth management and... ...manage client investments or ongoing relationships... ...workforce are directly linked to our... ...the most-used digital solutions – all...Digital
$207k - $300k
...in the United States. iSpot is not... ...and lead a new strategic function focused... ...iSpot's relationships with the world... ...influencing product direction, and... ...planning teams, investment organizations,... ...industry events, client meetings, executive... ..., streaming, digital video,...DigitalFull timePart timeWork experience placementWork at officeLocal areaRemote workWork from homeFlexible hoursShift work3 days per week1 day per week
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