Head of Active ETF Strategy, VP III - State Street Investment Management

State Street•Boston, MA

2d•Onsite

About The Position

The Head of Active ETF Strategy is a global leadership role based in Boston, Massachusetts, responsible for managing a team focused on State Street Investment Management’s Active ETF lineup across US-listed and UCITS ETFs. The role provides investment research and competitive product positioning across a global, multi-product-line scope and owns go-to-market positioning and associated content for the suite. The role serves as a subject matter expert in client conversations and a central resource for ETF specialists, sales, and marketing teams. It demonstrates the expertise of portfolio management teams and contributes proprietary research on investment strategies, derivatives, and other financial instruments, working alongside a broader ETF research team focused on market outlooks, investment analysis, and thought leadership. The Head leads external-facing engagements to promote the team’s work and insights, including conferences and potentially media appearances. The role requires travel of 15–25%.

Requirements

Minimum 10–12 years of investment experience.
Management experience leading and developing a team, ideally across multiple regions.
Knowledge of both US-listed ETFs and UCITS ETFs, with experience in a global, multi-product-line environment.
CFA or CAIA, and/or MBA required.
Clean compliance and U4 record required.
Knowledge of Bloomberg, FactSet, and Morningstar Direct.
Knowledge of all asset classes and portfolio construction.
Critical understanding of financial theory and empirical research.
In-depth knowledge of ETFs, UCITS, and competing investment vehicles.
Excellent written and communication skills, including frequent external and internal presentations.
Ability to discuss cross-asset investment concepts and understand portfolio construction techniques using physical and derivative instruments.
Understanding of ETF and UCITS structures and their operation in primary and secondary markets.
Experience with derivatives, digital assets, nontraditional strategies, alternatives, and their practical use in portfolios.
Ability to lead and develop a global team and operate across multiple product lines.
Ability to work with and influence internal and external stakeholders.
Positive, collaborative attitude and strong team orientation.
Available for travel 15–25%.

Nice To Haves

Current securities licenses (Series 7 and Series 63), or the ability to attain them.
Management experience across multiple regions.
Experience in a global, multi-product-line environment.

Responsibilities

Monitor and analyze financial markets and the competitive landscape to provide research, thought leadership, and perspectives to clients and prospects.
Lead and manage the team focused on the Active ETF lineup, including responsibility for team priorities, development, and output.
Develop positioning for the Active ETF suite and oversee associated content generation across global product lines.
Serve as a subject matter expert in client conversations and provide insights to ETF specialists, sales, and marketing teams.
Use investment merits to enhance product positioning for State Street’s active ETF family.
Generate investment thought leadership across investor and asset-class topics to educate clients and promote active ETFs relative to other investment vehicles.
Explain investment processes and provide ongoing updates on product positioning opportunities.
Represent the Research team as a subject matter expert on new active product launches.
Lead external engagements promoting the team’s work and insights, including conferences and potentially media appearances.
Develop and sustain working partnerships with marketing, product, and investment teams.
Travel 15–25%.

Benefits

401(k) retirement savings plan with company match.
Basic life, medical, dental, vision, and long-term disability insurance, with other optional coverages.
Paid time off, including vacation and sick leave, short-term disability, and family-care responsibilities.
Access to an Employee Assistance Program.
Eligibility for annual performance-based incentive 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.
Employee networks.