Head of Investor Strategy

We are seeking a Head of Investor Strategy to lead a consultancy team focused on expanding State Street Global Advisors’ (GA) investor engagement strategies. This role equips wealth managers, direct platforms, and plan sponsors with the tools and insights to attract, retain, and empower investors.  The ideal candidate will help these stakeholders apply behavioral finance strategies, refine investor interactions, and strengthen client relationships – building financial confidence and driving business growth.  

Within GA’s Practice Management team, the Investor Strategy function works to identify evolving investor behaviors and expectations, positioning advisory teams and direct platforms to meet these shifts proactively. This role focuses on influential investor segments that are redefining the future of advice and investment products – ensuring that each engagement, from onboarding to execution, is intuitive, high-value, and trust-building. Through consulting, curated content, and experiential learning, we help advisory teams, direct platforms, and plan sponsors turn behavioral insights into strategies that build trust and improve decision-making.

As part of State Street’s Advisory Solutions and Wealth Intelligence business within the Client Coverage Group (CCG), the Head of Investor Strategy will work across GA, closely aligning with the Head of Practice Strategy to develop integrated advisor and investor engagement strategies. This role collaborates with CCG’s distribution teams across broker-dealer, registered investment advisor, and direct retail channels, plus the U.S. retirement team in the Chief Business Office (CBO). Together, these efforts will enhance client loyalty, strengthen brand preference, and position GA as a preferred partner for financial intermediaries, employers, and the investors they serve. Reporting to the Global Head of Advisory Solutions, this role plays a critical part in ensuring GA’s wealth initiatives evolve alongside industry trends and investor expectations.
 

As Head of Investor Strategy, you will:

• Lead investor strategy as a key function within GA’s Practice Management team, ensuring intermediaries and employers have the insights, tools, and strategies needed to attract, retain, and empower investors.
• Develop and implement investor engagement strategies that leverage behavioral financial techniques, investors experience design, and financial confidence-building initiatives for intermediaries, direct platforms, and plan sponsors.  
• Act as a trusted partner and strategic resource, embedding investor-centric insights into advisory business models, service frameworks, and financial engagement strategies.
• Guide intermediaries on client acquisition, retention, and investor coaching techniques to deepen investor engagement, improve financial decision-making, and strengthen long-term relationships.
• Collaborate closely with the Head of Practice Strategy to ensure investor engagement strategies align with advisory business development and practice optimization.
• Work alongside CCG distribution and U.S. retirement teams to integrate GA’s wealth-focused initiatives into client engagement strategies, reinforcing GA’s role as a long-term partner to intermediaries and employers.
• Expand GA’s market influence by representing the firm at industry events, investor forums, and executive briefings through high-impact presentations, workshops, and discussions.
• Develop and publish investor-focused content – including white papers, articles, and best-practice frameworks – to help intermediaries, direct platforms, and plan sponsors acquire, engage, educate, and empower their clients more effectively.

Success Measures:

• Strengthen GA’s Practice Management impact – Expand tailored consultative services, refine execution strategies, and scale investor engagement frameworks to enhance advisory business growth.
• Advance integration with CCG’s distribution and U.S. retirement teams – Align wealth initiatives with GA’s intermediary and employer clients, ensuring solutions support firm-wide priorities.
• Maintain and grow GA’s position as a preferred partner for practice management - Expand market influence and satisfaction, measured through net promoter scores, event participation, consulting engagements, and strategic partnerships.
• Elevate influence and industry presence – Enhance GA’s brand positioning through high-impact content, industry speaking engagements, and research-driven insights.
• Drive seamless collaboration with the Head of Practice Strategy – Foster synergistic engagement models that integrate advisory business development and investor experience to maximize client success. 

Education & Qualifications:

• Minimum 10 years of experience in wealth management, advisory client development, behavioral finance, or practice management strategy.
• Proven ability to develop and implement investor experience strategies, coaching programs, and relationship development frameworks at scale.
• Exceptional communication and consulting skills with the ability to engage, influence, and partner with wealth management executives, advisory teams, and investor-facing professionals.
• Deep expertise in behavioral finance, financial literacy, and client acquisition and retention strategies for intermediaries and employers. 
• Experience working cross-functionally within asset management, wealth management, or intermediary-focused financial services.
• Public speaking and content development experience, with the ability to represent GA at industry and investor-facing events, lead breakout sessions, and contribute to investor engagement and education programs.
• Ability to craft compelling narratives that help intermediaries and investors navigate an advised wealth management relationship or self-directed financial journey to improve outcomes.
• Bachelor’s degree required in a related field. Advanced degrees such as MBA or CFP, or a behavioral finance certification, are preferred but not required.
• FINRA series 7 and 63 licenses required or obtainable within 6 months.
• Available for travel regionally as required (35%-40%)
• High level of integrity and professionalism
   

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. 

About State Street Global Advisors 

What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care. 

Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk. 

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. 

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. 

Salary Range:

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.

Job Application Disclosure:

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.

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