ETF Model Portfolio Specialist, VP I - State Street Investment Management

State Street•Boston, MA

About The Position

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.

Requirements

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
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
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
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

Nice To Haves

CFA, CAIA, or equivalent professional designation strongly preferred

Responsibilities

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

Benefits

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
inclusive development opportunities
flexible work-life support
paid volunteer days
vibrant employee networks