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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
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Full-time
·
1mo 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.
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State Street 소개

State Street
PublicState Street Corporation is an American multinational financial services and bank holding company headquartered at One Congress Street in Boston. It is the second-oldest continuously operating U.S. bank, tracing its roots to Union Bank, chartered in 1792.
10,001+
직원 수
Boston
본사 위치
$55B
기업 가치
리뷰
3.7
10개 리뷰
워라밸
2.8
보상
4.0
문화
3.9
커리어
3.2
경영진
2.7
65%
친구에게 추천
장점
Supportive colleagues and team collaboration
Good benefits and compensation packages
Learning opportunities and training programs
단점
Heavy workload and frequent overtime
Management lacks direction and support
Fast-paced and high-stress environment
연봉 정보
100개 데이터
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Business Analysis
3개 리포트
$127,061
총 연봉
기본급
$110,488
주식
-
보너스
-
$91,901
$161,603
면접 경험
5개 면접
난이도
2.6
/ 5
소요 기간
21-35주
합격률
20%
경험
긍정 20%
보통 60%
부정 20%
면접 과정
1
Application Review
2
Recruiter Screen
3
Phone Interview
4
Technical/Hiring Manager Interview
5
Final Interview/Offer Stage
자주 나오는 질문
Technical Knowledge
Behavioral/STAR
Past Experience
Culture Fit
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