The Vice President, ETF Model Portfolio Specialist is a senior, client‑facing role responsible for driving adoption, growth, and revenue across State Street Investment Management’s ETF Model Portfolio and broader multi‑asset solutions platform. The role serves as a front‑line commercial specialist, partnering closely with Distribution and investment teams to deliver scalable portfolio solutions to advisors, platforms, and institutions and intermediaries.
This position is part of the Global Multi‑Asset Solutions and ETF Model Portfolio team and reports directly to the Managing Director and Head of the team.
Key Responsibilities
Client Engagement & Revenue Generation
- Serve as a primary subject‑matter expert for ETF Model Portfolios and multi‑asset solutions in client, home office, and platform‑level engagements across RIAs, Broker‑Dealers, national accounts, and strategic partners
- Partner with Distribution to support and advance revenue‑generating opportunities, including flagship models, custom and semi‑custom portfolios, and strategic platform initiatives
- Actively identify, shape, and progress pipeline opportunities by articulating solution fit, portfolio outcomes, and asset growth potential
- Participate in due diligence meetings, prospect discussions, and ongoing client engagements focused on portfolio construction and implementation
- Lead client discussions on portfolio construction, asset allocation, positioning, trade rationale, and market context
- Support the design, refinement, and evolution of custom model solutions in partnership with the Investment Strategy Group
- Lead and deliver training sessions for new models and investment products, including model launches, enhancements, and platform‑specific implementations
- Serve as a presenter for internal and external trainings, webinars, roadshows, and model portfolio office hours to accelerate adoption and engagement
- Act as a specialist resource supporting Direct Indexing, separately managed accounts (SMAs), and tax‑managed investment strategies
- Provide consistent subject‑matter expertise to Distribution teams supporting national and strategic accounts
- Develop and deliver high‑quality, client‑facing and sales‑enablement materials, including model positioning narratives and portfolio explanations
- Partner across Investment Strategy, Product, Marketing, Operations, and Distribution to incorporate client feedback into product development and go‑to‑market strategy
Experience & Qualifications
- Minimum of 8 years of experience in asset management, wealth management, investment consulting, or a related field
- Demonstrated expertise in ETF‑based portfolio construction, model portfolios, and multi‑asset solutions
- Proven experience in client‑facing roles supporting sales activity, platform relationships, and advisor engagement
- Working knowledge of Direct Indexing, SMAs, and tax‑managed investment strategies
- CFA, CAIA, or equivalent professional designation strongly preferred
Required Skills
- Client & Commercial Skills
- Ability to lead sophisticated client, platform, and home office conversations
- Strong commercial acumen with demonstrated success supporting revenue‑generating activities
- Confidence engaging with advisors, investment professionals, and senior stakeholders
- Deep understanding of portfolio construction, asset allocation, and ETF‑based implementation
- Ability to link market views, investment strategy, and product capabilities to client outcomes
- Training & Communication Skills
- Proven ability to design and deliver effective training sessions for investment products and portfolio solutions
- Strong verbal and written communication skills, with the ability to translate complex concepts into clear, actionable messaging
- Execution & Collaboration Skills
- Ability to operate effectively in a global, matrixed organization
- Strong organizational skills with the ability to manage multiple priorities simultaneously
- Results‑oriented mindset with a focus on execution, impact, and scalable growth
Salary Range:
$120,000 - $202,500 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.
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