Home Office Research & Due Diligence, AVP – US Wealth

 

State Street Investment Management is seeking a highly motivated Home Office Research & Due Diligence, AVP, to join our National Accounts team within the US Wealth sales organization. In this role, you will be responsible for supporting and advancing product onboarding, research placement, due diligence, and model allocation opportunities across key intermediary platforms, while supporting broader National Accounts priorities across the US Wealth business.

 

You will partner 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.

 

Due to the role requirements, this job needs to be performed primarily in the office with some flex work opportunities available.

 

As Home Office Research & Due Diligence, you will:

 

• Support and advance product onboarding and research placement across intermediary relationships, helping expand availability and adoption of SSIM’s investment solutions (ETFs, model portfolios, cash, SMAs, direct indexing, alternatives and other capabilities).
• Build and maintain relationships with home office research, due diligence, and investment teams, developing a strong understanding of each firm’s investment process, platform requirements, product priorities, and portfolio construction approach.
• Coordinate ticker-specific onboarding and expansion opportunities, supporting due diligence requirements, data delivery, internal approvals, and product positioning.
• Prepare due diligence materials and coordinate responses to client research requests, helping advance SSIM products onto recommended, focus, and other firm-specific lists.
• Support National Account Managers and senior Home Office Research & Due Diligence colleagues on larger, more 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 deliver coordinated coverage and ensure research activity supports broader account and sales priorities.
• Develop client presentations, investment reviews, product comparisons, and other research-ready content that clearly communicates SSIM's investment philosophy, performance, positioning, and competitive advantages.
• Monitor platform developments, competitive activity, and industry trends, helping identify new opportunities and providing support for business planning and sales initiatives.
• Contribute to firm-specific strategies to maximize the SSIM opportunity set, helping prioritize products and investment solutions based on client needs, platform dynamics, and potential commercial impact.

Skills & Qualifications

• Bachelor’s degree required
• Series 7 and 63/65 licenses required
• 3-5 years of experience preferred, ideally in asset management, intermediary due diligence, platform onboarding, product management, or a related role
• CFA, CIMA or other relevant investment industry designation preferred
• 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, along with a strong understanding of financial markets and investment products, with the ability to communicate investment capabilities and positioning effectively to clients
• Proven 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 a demonstrated interest in developing deeper sales, relationship management, and investment expertise

Salary Range:

$100,000 - $167,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.