AVP, Research & Due Diligence for Wealth Platforms

CFA Institute; New York (NY); Hybrid; USD 100,000 - 168,000; Full time

Benefits offered by this job

401K with company match

Medical, dental, vision insurance

Paid time off

Job summary

State Street Investment Management seeks an AVP for Home Office Research & Due Diligence to join the US Wealth National Accounts team. You will support onboarding, research placement, and platform opportunities across intermediary relationships, coordinating with internal teams and external clients.

You will build deep knowledge of client processes, platform requirements, and investment products, including ETFs, model portfolios, and other SSIM solutions, to drive adoption and sales

Qualifications

• Bachelor's degree required.
• Series 7 and 63/65 licenses required.
• 3-5 years of experience preferred.
• CFA, CIMA or other investment designation preferred.
• Understanding of intermediary distribution and due diligence processes.
• Familiarity with ETFs and model portfolios.

Responsibilities

• Support and advance product onboarding and research placement across intermediary relationships.
• Build and maintain relationships with home office research and due diligence teams and product partners.
• Coordinate ticker-specific onboarding and expansion opportunities and due diligence requirements.
• Prepare due diligence materials and respond to client research requests.
• Support National Account Managers and senior colleagues on strategic relationships.
• Collaborate with teams to deliver coordinated coverage and research content.

Skills

Series 7 license

Series 63/65 licenses

ETFs knowledge

Model portfolios

Relationship building

Investment research

Education

Bachelor's degree

Job description

State Street Investment Management seeks an AVP for Home Office Research & Due Diligence to join the US Wealth National Accounts team. You will support onboarding, research placement, and platform opportunities across intermediary relationships, coordinating with internal teams and external clients.

You will build deep knowledge of client processes, platform requirements, and investment products, including ETFs, model portfolios, and other SSIM solutions, to drive adoption and sales