US Model Portfolio Strategy & Commercialization, VP

State Street•Boston, MA

2d•$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 US model portfolio business strategy. The role determines which solutions, client segments, channels, and platforms to prioritize; how solutions are positioned competitively; how sales teams are equipped; and how commercial opportunities translate into adoption and funded assets. This is a commercial strategy role, not a portfolio management role. It requires investment acumen to articulate portfolio differentiation, applications, and positioning while partnering with the Investment Solutions Group on deeper portfolio construction and investment discussions. The role leads a team of 3–5 professionals and works closely with Client Coverage Group, Investment Solutions Group, Home Office, Marketing, Compliance, Markets Intelligence, and other partners. It connects investment capabilities, client needs, distribution strategy, and market intelligence with disciplined commercialization and execution. The role owns the commercialization of prioritized model portfolios from opportunity assessment and platform positioning through launch, sales enablement, client adoption, and results measurement. It develops commercial priorities and targeting strategies, equips sellers with messaging and tools, supports platform placement and activation, and contributes client and competitive insights to future solution planning. Success is measured through asset growth, model adoption, platform penetration, conversion, sales readiness, and team performance. Specific KPI targets will be established with CCG and ISG partners based on 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.
Strong investment acumen 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 understanding of advisor and client needs.
Strong executive presence, communication, and presentation skills, with the ability to engage credibly with home offices, advisors, sales leaders, investment professionals, and senior executives.
Demonstrated 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, adoption, and measurement.
Own commercial narratives and competitive positioning, translating complex investment concepts into clear client and advisor messages.
Determine how models and solutions should be positioned for different 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 priority advisor, home-office, platform, and client opportunities.
Develop data-driven target strategies and next-best actions to help sellers choose the appropriate model, client, and 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 portfolio applications.
Support platform placement and activation strategies to prepare the organization to drive adoption following approval or launch.
Help evaluate and prioritize custom model opportunities and establish a consistent 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 and influence Distribution, Investment Solutions, Product, Marketing, Compliance, Markets Intelligence, Data, and platform stakeholders.
Mobilize cross-functional partners in a matrixed organization to move commercial initiatives from strategy through execution.
Provide senior leadership with recommendations and insights on growth opportunities, market dynamics, competitive positioning, and commercial performance.

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.
Employee networks.