Head of Direct Retail and Digital Wealth
State Street
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Massachusetts • New York • United States
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Salary
💰 $170,000 - $267,500 per year
Job Level
About the role
- 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
Requirements
- 15 plus years experience in fintech, digital brokerage, asset management partnerships or platform strategy
- signed large, complex, multi year distribution or monetization agreements
- understanding of platform economics including user acquisition, engagement, recurring revenue and margin leverage
- fluency in ETFs, savings plans, model portfolios and embedded investing
- comfortable navigating institutional environments while maintaining fintech speed
Benefits
- 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)
- eligibility for certain tax advantaged savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
negotiationpartnership developmentrevenue share modelsinvestment automationcommercial roadmap developmentplatform integrationETF structuringmodel portfolio integrationuser acquisition strategiesfinancial analysis
Soft Skills
leadershipcommunicationstrategic thinkingaccountabilityclarityspeedcollaborationproblem-solvingadaptabilityinfluence