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

State Street•Boston, MA

4d•$120,000 - $217,500•Onsite

About The Position

The Head of Active ETF Strategy is a global leadership role responsible for managing a team focused on State Street Investment Management’s Active ETF lineup, spanning US-listed and UCITS ETFs. The position 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 is based in Boston, Massachusetts. The Head serves as a subject matter expert in client conversations and as a central resource for ETF specialists and sales teams. The role demonstrates the expertise of portfolio management teams and supplements it with proprietary research related to investment strategies, derivatives, and other financial instruments, working alongside a broader ETF research team focused on market outlooks, investment analysis, and thought leadership. The position leads external engagement to promote the team’s insights, including conferences and potentially media appearances. The role also works across marketing, product, and investment teams and is available for 15–25% travel.

Requirements

Minimum 10–12 years of investment experience.
Management experience leading and developing a team, ideally across multiple regions.
Knowledge of 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 verbal communication skills, including for frequent internal and external presentations.
Ability to discuss cross-asset investment concepts and considerable understanding of portfolio construction techniques using physical and derivative instruments.
Understanding of ETF and UCITS structures and how they function in primary and secondary markets.
Experience with derivatives, digital assets, nontraditional strategies, and other alternatives, including their roles in markets and practical portfolio use.
Ability to work with and influence internal and external stakeholders.
Positive, collaborative attitude and strong team orientation.
Available for 15–25% travel.

Nice To Haves

Current Series 7 and Series 63 securities licenses, or the ability to attain them.

Responsibilities

Monitor and analyze financial markets and the competitive industry landscape to provide research, thought leadership, and perspectives to clients and prospects.
Lead and manage a team focused on US-listed and UCITS Active ETFs, 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 teams, and marketing teams.
Use investment merits to strengthen product positioning for State Street’s active ETFs, drawing on understanding of active, indexed, alternative, thematic, derivative-oriented, and quantitative strategies.
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 in depth and provide ongoing updates on product positioning opportunities.
Represent the Research team as the subject matter expert on new active product launches.
Lead external-facing engagements to promote the team’s work and insights on active investing, including conferences and potentially media engagements.
Build and sustain working partnerships with marketing, product, and investment teams.

Benefits

401(k) retirement savings plan with company match.
Basic life, medical, dental, vision, and long-term disability insurance, along with other optional coverage.
Paid time off, including vacation and sick leave, short-term disability, and leave for 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.