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

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.

• 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

• 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

• Act as the commercial owner across product, capital markets, legal and finance
• Translate platform needs into institutional capabilities
• Push for speed, clarity and accountability

• 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

• 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

• Multi year embedded platform agreements
• Material recurring net flows from digital wealth partners
• Durable, scalable monetization structures aligned to partner growth

$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

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…