The Head of Active ETF Strategy is a global leadership role responsible for managing a team focused on our Active ETF lineup, across both US-listed ETFs and UCITS ETFs. The role provides investment research and competitive product positioning across a global, multi-product line scope, and owns the go-to-market strategy for positioning the suite and the associated content. The role is based in Boston, MA.
The Head will serve as a subject matter expert in client conversations and be a central resource for our ETF specialists and sales teams, demonstrating the expertise of our portfolio management teams and augmenting that with their own proprietary research related to investment strategies, derivatives, and other financial instruments, while working alongside a larger research team dedicated to ETFs, market outlooks, investment analysis and thought leadership.
As Head of Active ETF Strategy, you will:- Continually monitor and analyze the financial markets as well as the industry competitive landscape to provide research, thought leadership and perspectives to clients and prospects.
- Lead and manage a team of individuals focused on our Active ETF lineup, both US-listed and UCITS, with management responsibility for the team's priorities, development and output
- Own the development of positioning for the Active ETF suite and the associated content generation, with a global, multi-product line scope
- Serve as subject matter expert in client conversations, while also acting as the expert who provides insights to ETF specialists, sales, and marketing teams
- Use strong investment merits to enhance the product positioning of State Street's family of active ETFs, with a deep understanding of active, indexed, alternative, thematic, derivative oriented and quantitative investment strategies
- Generate investment thought leadership for a wide breadth of investors and asset class topics that helps to educate our clients and promote active ETFs relative to other investment vehicles
- Articulate in-depth investment processes and provide ongoing updates on product positioning opportunities, as well as, represent the Research team as the subject matter expert on new active product launches
- Lead external-facing engagements to promote the team's work and insights on active, including at conferences and potentially with the media.
These skills will help you succeed in this role- The ability to discuss cross-asset investment concepts, as well as have a considerable understanding of portfolio construction techniques and approaches with both physical and derivative instruments
- A complete understanding of the benefits of the ETF and UCITS structure and how it functions in the secondary and primary markets
- Experience with derivatives, digital assets, nontraditional strategies, as well as other alternatives and their role in financial markets as well as practical portfolio usage
- Strong written and communications skills for frequent external and internal presentations.
- Proven leadership and people-management skills, with the ability to lead and develop a global team and operate across multiple product lines, including US-listed and UCITS Active ETFs
- The capacity to develop and sustain strong working partnerships with our marketing, product and investment teams
Education & Preferred Qualifications- Minimum 10-12 years of investment experience
- Management experience leading and developing a team, ideally across multiple regions
- Knowledge of both US-listed ETFs and UCITS ETFs, with experience in a global, multi-product line environment
- CFA or CAIA, and/or MBA required
- Current securities licenses (Series 7 and Series 63) preferred or the ability to attain
- Clean compliance and U4 record required
- Knowledge of Bloomberg, FactSet and Morningstar Direct
- Knowledge of all asset classes and portfolio construction
- Critical understanding of financial theory and empirical research
- In-depth knowledge of ETFs, UCITS and competing investment vehicles
- Excellent communication and written skills
- Ability to work with and influence internal and external stakeholders
- Positive, collaborative attitude with a strong team orientation
- Available for travel 15-25%
Salary Range: $120,000 - $217,500 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.
