Advisory Business Strategy & Intelligence, VP II - State Street Investment Management

State Street•Boston, MA

About The Position

The Advisory Business Strategy & Intelligence, VP II at State Street Investment Management helps clients and internal partners address complex challenges, develop strategic responses, and put insights into practice. The role works across institutional, intermediary, retirement, wealth management, and platform relationships, applying strategic advisory expertise and investor and industry intelligence to create original perspectives, practical recommendations, and high-impact client engagements. The position spans a range of client types and initiatives, including research-driven points of view, practice management advice for wealth management firms, and analysis of emerging investor and industry trends for institutional and intermediary audiences. The role independently shapes and leads complex initiatives, creates intellectual capital, engages senior clients and stakeholders, and coordinates expertise across client engagements, business priorities, and regions. State Street employees are eligible for a comprehensive benefits program, including retirement savings with a company match, insurance coverage, paid time off, access to an Employee Assistance Program, incentive compensation eligibility, and certain tax-advantaged savings plans. The company also describes inclusive development opportunities, flexible work-life support, paid volunteer days, and employee networks.

Requirements

6+ years of relevant experience in wealth management, financial-services consulting, advisory strategy, practice management, investor or industry intelligence, asset management, or a related field, with demonstrated progression in scope and responsibility.
Demonstrated experience working with or advising wealth management firms, financial advisors, intermediary organizations, or related financial-services businesses on strategic, practice management, client-engagement, growth, or operating challenges.
Strong consulting and problem-solving capability, including diagnosing ambiguous business issues, developing a point of view, challenging assumptions, and translating thinking into practical recommendations.
Ability to use research, data, and industry intelligence as inputs to strategy and create original intellectual capital, clear narratives, practical frameworks, and client-ready advisory solutions.
Ability to lead complex initiatives independently and engage credibly with senior clients and internal stakeholders through consultations, workshops, executive discussions, and presentations.
Strong written, verbal, presentation, and facilitation skills, with the ability to influence without direct authority.
Experience working collaboratively across multiple business functions.
Bachelor’s degree required.

Nice To Haves

CFP®, CFA®, MBA, CIMA®, CEPA®, CPWA®, or similar professional designation.

Responsibilities

Lead senior advisory and practice management engagements with wealth management firms, financial advisors, and other financial-services clients by diagnosing challenges, shaping the problem, and helping clients reach practical decisions and actions.
Drive investor and industry intelligence initiatives from strategic positioning and question framing through interpretation, synthesis, point of view, and application.
Create differentiated intellectual capital and advisory solutions, including original thinking, frameworks, and points of view grounded in evidence, industry perspective, and advisory judgment.
Lead complex initiatives autonomously, establish direction, determine the appropriate mix of expertise, and coordinate work from stakeholder briefings through market release and sales enablement.
Strengthen practice management and broader advisory thinking by contributing senior judgment to frameworks, methodologies, and strategic approaches, and partnering with practice management consultants on solutions and client applications.
Represent the team with senior clients and internal stakeholders through executive discussions, research conversations, advisory engagements, workshops, conferences, and other high-value forums.
Set a high-quality bar, provide substantive coaching and review, and enable colleagues to take meaningful ownership.

Benefits

Retirement savings plan (401K) with company match.
Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages.
Paid time off, including vacation, sick leave, short-term disability, and family care responsibilities.
Access to an Employee Assistance Program.
Eligibility for incentive compensation, including annual performance-based awards, with certain sales roles subject to sales incentive plans.
Eligibility for certain tax-advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Employee networks.