Home Office Research & Due Diligence, Assistant Vice President – US Wealth

State Street • New York, NY

23d • $100,000 - $167,500 • Onsite

About The Position

State Street Investment Management is seeking a Home Office Research & Due Diligence Assistant Vice President to join the National Accounts team within the US Wealth sales organization. The role supports product onboarding, research placement, due diligence, and model allocation opportunities across intermediary platforms, as well as broader National Accounts priorities across the US Wealth business.

The position works closely with National Account Managers, home office research and due diligence teams, and internal investment and product partners to understand client needs, navigate platform requirements, and identify opportunities across ETFs, model portfolios, and other SSIM investment solutions. The job is performed primarily in the office, with some flexible work opportunities available.

Requirements

• Bachelor’s degree required.
• Series 7 and 63/65 licenses required.
• Demonstrated understanding of intermediary distribution and home office research and due diligence processes, including product onboarding, investment research, platform requirements, model portfolio construction, and manager selection frameworks.
• Familiarity with ETFs and model portfolios, and a strong understanding of financial markets and investment products, with the ability to communicate investment capabilities and positioning effectively to clients.
• Ability to build client relationships, manage multiple priorities, and coordinate effectively across internal and external stakeholders.
• Strong analytical, organizational, written, and verbal communication skills.
• Ability to operate effectively within a matrixed organization and collaborate across sales and cross-functional teams.
• Self-starter with strong attention to detail and an interest in developing deeper sales, relationship management, and investment expertise.

Nice To Haves

• 3–5 years of experience preferred, ideally in asset management, intermediary due diligence, platform onboarding, product management, or a related role.
• CFA, CIMA, or another relevant investment industry designation preferred.

Responsibilities

• Support product onboarding and research placement across intermediary relationships to expand availability and adoption of SSIM investment solutions, including ETFs, model portfolios, cash, SMAs, direct indexing, and alternatives.
• Build and maintain relationships with home office research, due diligence, and investment teams, and understand their investment processes, platform requirements, product priorities, and portfolio construction approaches.
• Coordinate ticker-specific onboarding and expansion opportunities, including due diligence requirements, data delivery, internal approvals, and product positioning.
• Prepare due diligence materials and coordinate responses to client research requests to help advance SSIM products onto recommended, focus, and other firm-specific lists.
• Support National Account Managers and senior Home Office Research & Due Diligence colleagues on strategic relationships by coordinating research initiatives, product reviews, and platform opportunities.
• Partner with National Account Managers, Regional Consultants, Product, Capital Markets, Marketing, and Business Intelligence to coordinate coverage and align research activity with account and sales priorities.
• Develop client presentations, investment reviews, product comparisons, and other research-ready content communicating SSIM's investment philosophy, performance, positioning, and competitive advantages.
• Monitor platform developments, competitive activity, and industry trends; identify opportunities and support business planning and sales initiatives.
• Contribute to firm-specific strategies to maximize SSIM's opportunity set and prioritize products and investment solutions based on client needs, platform dynamics, and potential commercial impact.

Benefits

• Retirement savings plan (401K) with company match.
• Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages.
• Paid time off, including vacation, sick leave, short-term disability, and family care responsibilities.
• Access to an Employee Assistance Program.
• Incentive compensation, including eligibility for annual performance-based awards, subject to stated exclusions for certain sales roles.
• Eligibility for certain tax-advantaged savings plans.
• Inclusive development opportunities, flexible work-life support, paid volunteer days, and employee networks.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior