State StreetHiring

Home Office Research & Due Diligence, Assistant Vice President, US Wealth

  • Remote, United States
  • Executive
  • Posted 2 weeks ago
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In one line

Research and due diligence role on a national accounts team, getting investment products onto intermediary platforms; mostly office based with some flexibility.

About the role

National accounts team inside a US wealth sales group. Work covers onboarding, research placement and model allocation across ETFs, model portfolios, cash, SMAs, direct indexing and alternatives.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Executive
Skills
ETFs, Model portfolios, SMAs, Direct indexing, Alternatives, Due diligence
Posted
20 Oct 2026
Last checked
2 Nov 2026

What you will do

  • Advance product onboarding and research placement with intermediary firms, widening access to the firm's investment solutions.
  • Coordinate ticker-level onboarding and expansion, covering due diligence, data delivery, internal approvals and positioning.
  • Prepare due diligence packs and answer client research requests to get products onto recommended and focus lists.
  • Back senior colleagues and account managers on large strategic relationships, research initiatives and product reviews.

What they look for

  • Bachelor's degree.
  • Series 7 and 63/65 licenses.
  • Understanding of intermediary distribution, manager selection frameworks and model portfolio construction.
  • Familiarity with ETFs, model portfolios and financial markets.

Nice to have

  • CFA, CIMA or another investment industry designation.

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Questions about this job

Is this job fully remote, and from where?

Yes. The posting lists Home Office Research & Due Diligence, Assistant Vice President, US Wealth as a remote role for candidates in the United States.

What does this job pay?

No pay range is stated in the posting.

What experience is needed?

It is an executive role. The posting asks for: bachelor's degree; series 7 and 63/65 licenses; understanding of intermediary distribution, manager selection frameworks and model portfolio construction. Skills it names include ETFs, Model portfolios, SMAs, Direct indexing.

How do I apply with Keywordise AI?

Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.

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