Direct Retail and Digital Wealth - US, VP - State Street Investment Management at State Street | CT, US | Rezi

Direct Retail and Digital Wealth - US, VP - State Street Investment Management at State Street

Direct Retail and Digital Wealth - US, VP - State Street Investment Management

State Street · CT, US

1 weeks ago

Direct Retail and Digital Wealth - US, VP - State Street Investment Management

State Street · CT, US

9 days ago
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About the Role

This role is a growth-oriented position for a commercially minded leader focused on shaping the future of asset management distribution, specifically driving SSIM’s commercial growth across US digital wealth and direct retail channels, with a primary focus on US platform ecosystems.

Responsibilities

  • 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
  • Identify and execute differentiated partnership models, including preferred provider agreements, revenue share models, platform integrations, co-branded solutions, white-label opportunities, and future ETF as a Service pathways
  • Deliver SSIM’s full strategic offering, including ETFs, active funds, alternatives, model portfolios, portfolio construction, capital markets solutions, and 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

Requirements

  • Experience in ETF distribution, wealth management, digital wealth, fintech partnerships, platform sales, and retail investment ecosystems
  • Strong understanding of digital wealth models, online brokerage, robo-advisory, neo-banking, and 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

  • Bachelor’s degree required; MBA or advanced degree preferred
  • Strong commercial and strategic mindset
  • Excellent communication and executive presence
  • Strong stakeholder management capabilities
  • Strong analytical, presentation, and execution skills

Location

  • US

Work Type

  • Full-time

Experience Level

  • Vice President

Education Level

  • Bachelor's degree
  • MBA or advanced degree preferred

Salary/Compensations

  • $120,000 - $210,000 Annual

Benefits

  • 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
  • Eligibility for certain tax advantaged savings plans

About the Company

  • 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.
  • State Street Investment Management is a globally recognized leader with over $5 trillion in assets under management that is actively redefining how it competes in the next era of wealth.
  • State Street Investment Management is seeking ambitious, commercially driven leaders who want to help define the future of wealth distribution.
  • 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.

Equal Opportunity

  • 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.