US Model Portfolio Strategy & Commercialization, VP

State Street•Boston, MA

3d•$120,000 - $217,500

About The Position

The US Model Portfolio Strategy & Commercialization, VP is a senior commercial leader within Global Multi-Asset Solutions & Model Portfolios, responsible for shaping and executing State Street Investment Management’s commercial strategy for its US model portfolio business. The role determines which model portfolios and multi-asset solutions, client segments, distribution channels, and platforms to prioritize; how capabilities are positioned against competitors; how sales teams are equipped to engage clients; and how commercial opportunities translate into adoption and funded assets. This is a commercial strategy and commercialization role, not a portfolio management role. The successful candidate applies investment acumen to explain portfolio differentiation, investment applications, and competitive positioning, while partnering with the Investment Solutions Group on deeper portfolio-construction and investment discussions. The role works closely with Client Coverage Group, Investment Solutions Group, Home Office, Marketing, Compliance, Markets Intelligence, and other partners to connect investment capabilities, client needs, and market intelligence with disciplined commercial execution. The position leads and develops a team of 3–5 professionals supporting the US model portfolio commercial strategy. Success is measured through commercial outcomes such as net new assets and AUM growth, model adoption, platform placement and penetration, committed-to-funded conversion, commercialization effectiveness, sales-team readiness, and team performance. Specific KPI targets are established with CCG and ISG partners according to agreed priorities and available data.

Requirements

Significant experience in investment product commercialization, sales strategy, distribution strategy, model portfolios, multi-asset solutions, or a related asset- or wealth-management function.
Meaningful experience with or exposure to ETF model portfolios and/or multi-asset investment solutions.
Strong understanding of the US wealth management ecosystem, including home offices, financial advisors, wealth platforms, and intermediary distribution channels.
Demonstrated experience bringing investment products or solutions to market, including platform placement, channel strategy, product positioning, launch execution, sales enablement, and adoption.
Ability to translate complex investment products and themes into clear, differentiated, commercially relevant client and advisor messaging.
Investment acumen sufficient to discuss model differentiation, portfolio applications, and competitive positioning credibly with clients and internal partners.
Commercial orientation and experience using measures such as AUM growth, adoption, platform penetration, and conversion to assess opportunities and results.
Direct sales experience or significant experience partnering closely with sales and distribution organizations, with demonstrated understanding of advisor and client needs.
Strong executive presence, communication, and presentation skills, including the ability to engage credibly with home offices, advisors, sales leaders, investment professionals, and senior executives.
People-management experience, including setting strategy, establishing priorities, developing talent, and leading teams responsible for execution.
Ability to lead through influence across Investment, Distribution, Product, Marketing, Compliance, Data, and other functions in a complex matrixed organization.
Bachelor’s degree or equivalent experience.

Nice To Haves

Advanced degree and/or relevant industry designation.

Responsibilities

Set the US commercial strategy for model portfolios and multi-asset solutions, defining priority models, client segments, distribution channels, platforms, and commercial opportunities.
Determine where and how to focus resources to maximize model adoption and asset growth.
Translate client, advisor, platform, market, and competitive intelligence into actionable commercial priorities and recommendations.
Develop strategies to move opportunities from initial interest through adoption and funded assets, identifying barriers and directing actions to improve conversion.
Establish measures of commercial success, including AUM growth, model adoption, platform penetration, launch effectiveness, and committed-to-funded conversion.
Lead commercialization of prioritized model portfolios from market opportunity and platform positioning through launch, sales enablement, client adoption, and measurement of results.
Own the commercial narrative and competitive positioning for model portfolios, translating complex investment concepts into clear client and advisor messages.
Determine how models and solutions should be positioned across client needs, advisor segments, channels, and market environments.
Bring client needs, advisor feedback, and competitive insights into model portfolio planning, positioning, and future solution development.
Partner with ISG to connect investment expertise with client conversations and lead commercial positioning, market opportunity, and adoption strategy.
Partner with CCG and distribution leadership to identify high-priority advisor, home-office, platform, and client opportunities.
Develop data-driven target strategies and next-best actions to guide sellers on which models to position, with which clients, and with what message.
Equip sales teams with positioning, competitive insights, training, and tools to present model portfolio solutions to clients.
Lead and participate in client and advisor discussions about model differentiation, competitive positioning, and how solutions may complement an overall portfolio.
Support platform placement and activation strategies and prepare the organization to drive adoption after approval or launch.
Evaluate and prioritize custom model opportunities and establish a consistent commercial approach for progressing them.
Lead and develop a team of 3–5 professionals supporting commercial strategy execution, including market and client analysis, targeting, model pricing, and sales materials.
Set team priorities and accountability, keeping execution aligned with high-value commercial opportunities.
Connect senior stakeholders across Distribution, Investment Solutions, Product, Marketing, Compliance, Markets Intelligence, Data, and platforms.
Influence priorities and mobilize cross-functional partners in a complex matrixed environment to move initiatives from strategy through execution.
Provide senior leadership with recommendations and insights on growth opportunities, market dynamics, competitive positioning, and commercial performance.

Benefits

401(k) retirement savings plan with company match.
Insurance coverage including basic life, medical, dental, vision, and long-term disability, plus 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, with 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.