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State StreetPosted 10/20/2026full-timeNew York City • New York • United StatesLead💰 $100,000 - $167,500 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product onboarding, investment research, and intermediary distribution, with a strong ability to build relationships and communicate effectively with clients. Proficient in coordinating cross-functional initiatives and managing multiple priorities within a matrixed organization.
Highest-signal resume keywords
Product OnboardingInvestment ResearchIntermediary DistributionClient Relationship ManagementFinancial Markets Knowledge
About the role
Key responsibilities & impact- Support and advance product onboarding and research placement across intermediary relationships
- 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
- Understand firms’ investment processes, platform requirements, product priorities, and portfolio construction approaches
- Coordinate ticker-specific onboarding and expansion opportunities
- Support due diligence requirements, data delivery, internal approvals, and product positioning
- Prepare due diligence materials and coordinate responses to client research requests
- 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
- Coordinate research initiatives, product reviews, and platform opportunities
- Partner with National Account Managers, Regional Consultants, Product, Capital Markets, Marketing, and Business Intelligence
- Develop client presentations, investment reviews, product comparisons, and research-ready content
- Monitor platform developments, competitive activity, and industry trends
- Identify opportunities and support business planning and sales initiatives
- Contribute to firm-specific strategies to maximize the SSIM opportunity set and prioritize products based on client needs, platform dynamics, and commercial impact
Requirements
What you’ll need- 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
- Understanding of intermediary distribution and home office research and due diligence processes
- Knowledge of product onboarding, investment research, platform requirements, model portfolio construction, and manager selection frameworks
- Familiarity with ETFs and model portfolios
- Strong understanding of financial markets and investment products
- Ability to communicate investment capabilities and positioning effectively to clients
- Ability to build client relationships and manage multiple priorities
- Ability to coordinate 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
- Demonstrated interest in developing deeper sales, relationship management, and investment expertise
Benefits
Comp & perks- Retirement savings plan (401K) with company match
- Basic life insurance
- Medical insurance
- Dental insurance
- Vision insurance
- Long-term disability insurance
- Optional additional insurance coverages
- Paid vacation leave
- Paid sick leave
- Short-term disability
- Family care leave
- Employee Assistance Program
- Incentive compensation
- Eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Employee networks
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment ResearchProduct ManagementModel Portfolio ConstructionManager Selection FrameworksData DeliveryDue DiligenceCompetitive AnalysisSales InitiativesClient PresentationsPortfolio Construction
Soft Skills
Analytical SkillsOrganizational SkillsWritten CommunicationVerbal CommunicationAttention to Detail
Certifications & Qualifications
Series 7 LicenseSeries 63 LicenseSeries 65 LicenseCFACIMA
Industry Keywords
Asset ManagementIntermediary Due DiligenceInvestment ProductsETFsSMADirect IndexingAlternativesHome Office ResearchDue Diligence ProcessesInvestment Solutions