Jobs
Head of Direct Retail and Digital Wealth - US, MD - State Street Investment Management

Head of Direct Retail and Digital Wealth - US, MD - State Street Investment Management
3 Locations
·
On-site
·
Full-time
·
5d ago
Build the Institutional Partner of Choice for Digital Wealth!
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 Managing Director will lead US 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.
What You Will Do
- Originate and Close Strategic Platform Partnerships Identify and close multi year agreements with digital wealth platforms
- Structure white label ETF mandates, co manufactured ranges, model portfolio integrations and recurring savings plan partnerships
- Negotiate preferred provider or embedded positioning agreements
- Design scalable revenue share models aligned to user growth and recurring flows
- Embed SSIM into Platform Ecosystems
- Move from product shelf presence to full integration
- Align ETF capabilities with product roadmaps
- Drive recurring investment adoption and automation use cases
- Build partnership frameworks that scale across millions of users
Operate at Founder and C Suite Level
- Lead negotiations directly with founders and executive teams
- Build multi year commercial roadmaps with platform partners
- Represent SSIM as the institutional partner that understands fintech velocity
Drive Internal Execution
- Act as the commercial owner across product, capital markets, legal and finance
- Translate platform needs into institutional capabilities
- Push for speed, clarity and accountability
Who You Are
- You have 15 plus years experience in fintech, digital brokerage, asset management partnerships or platform strategy
- You have signed large, complex, multi year distribution or monetization agreements
- You understand platform economics including user acquisition, engagement, recurring revenue and margin leverage
- You are fluent in ETFs, savings plans, model portfolios and embedded investing
- You are comfortable navigating institutional environments while maintaining fintech speed
Why This Role Is Different
- You will not manage legacy channels
- You will build the future channel
- You will combine institutional scale with platform innovation
- You will shape how millions of retail investors access ETFs
Success Looks Like
- Multi year embedded platform agreements
- Material recurring net flows from digital wealth partners
- Durable, scalable monetization structures aligned to partner growth
Salary Range:
$170,000 - $267,500 Annual
The 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 https://hrportal.ehr.com/statestreet/Home.
About State Street
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.
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 State Street.com/careers
Read our CEO Statement:
Job 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.
Total Views
0
Apply Clicks
0
Mock Applicants
0
Scraps
0
Similar Jobs

Structuring Middle Office Team Lead
JPMorgan Chase · Newark, DE, United States, US

Hiring Event - Part Time (30 Hours) Associate Banker West Valley Bilingual Spanish Preferred
JPMorgan Chase · Phoenix, AZ, United States, US

Part Time Associate Banker Southwest Valley (30 Hours)
JPMorgan Chase · Avondale, AZ, United States, US

Store Manager (m/f/d*) - INNO Waasland - Tommy Hilfiger & Calvin Klein - 35u
PVH (Calvin Klein, Tommy) · Tommy Hilfiger Waasland

Emerging Store Manager Newnan, Georgia
Walgreens · newnan
About State Street

State Street
PublicState Street Investment Management — formerly State Street Global Advisors (SSGA) — is an American investment management division of State Street Corporation founded in 1978 and the world's fourth largest asset manager, with nearly US$4.1 trillion in assets under management as of December 31, 2023.
10,001+
Employees
Boston
Headquarters
Reviews
3.5
6 reviews
Work Life Balance
2.5
Compensation
3.0
Culture
2.5
Career
3.2
Management
2.8
35%
Recommend to a Friend
Pros
More opportunity than other banks
Career advancement potential
Financial services experience
Cons
Slow hiring process
Poor Glassdoor reviews
Variance in firm quality opinions
Salary Ranges
76 data points
Junior/L3
Junior/L3 · Business Analyst
2 reports
$134,560
total / year
Base
$117,009
Stock
-
Bonus
-
$127,061
$142,060
Interview Experience
5 interviews
Difficulty
2.6
/ 5
Duration
21-35 weeks
Offer Rate
20%
Experience
Positive 20%
Neutral 60%
Negative 20%
Interview Process
1
Application Review
2
Recruiter Screen
3
Phone Interview
4
Technical/Hiring Manager Interview
5
Final Interview/Offer Stage
Common Questions
Technical Knowledge
Behavioral/STAR
Past Experience
Culture Fit
News & Buzz
Bank of New York Mellon Corp Sells 27,136 Shares of State Street Corporation $STT - MarketBeat
Source: MarketBeat
News
·
5w ago
State Street names new head of markets UK - The TRADE
Source: The TRADE
News
·
5w ago
State Street to Speak at the BofA Securities Financial Services Conference - Yahoo Finance
Source: Yahoo Finance
News
·
5w ago
State Street to Speak at the BofA Securities Financial Services Conference - Business Wire
Source: Business Wire
News
·
5w ago