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

State Street•Boston, MA

6d•$110,000 - $188,750

About The Position

State Street Investment Management is hiring an Advisory Business Strategy & Intelligence, VP II to advise clients and internal partners on complex business challenges and help translate research and industry insight into practical action. The role works across institutional, intermediary, retirement, wealth management, and platform relationships, combining strategic advisory work with investor and industry intelligence to develop original perspectives, recommendations, and client engagements. The position encompasses a range of initiatives, including developing research-driven points of view, advising wealth management firms on practice management challenges, and translating investor and industry trends into implications for institutional and intermediary audiences. The successful candidate will independently shape and lead complex initiatives, create original intellectual capital, engage senior clients and stakeholders, and coordinate expertise across client engagements, business priorities, and regions. The role also strengthens practice management and advisory approaches, represents the team in senior-level forums, and develops colleagues through substantive coaching and review. A bachelor’s degree is required. Relevant professional designations such as CFP®, CFA®, MBA, CIMA®, CEPA®, or CPWA® are valued but not required. The stated annual salary range is $110,000–$188,750 for the primary location; the applicable range may differ for other locations.

Requirements

At least 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 analysis into practical recommendations.
Ability to use research, data, and industry intelligence to inform 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, including 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.
Capability as a senior consultant who frames complex challenges, facilitates senior-level conversations, challenges assumptions, and supports practical client decisions.
Business strategy knowledge of how wealth management firms and financial-services businesses grow, operate, differentiate, serve clients, and adapt to changing markets.
Ability to translate research, data, and industry intelligence into implications, points of view, advisory strategy, and client action.
Ability to create original frameworks, presentations, discussion guides, playbooks, and other client-ready resources from concept through application.
Enterprise leadership skills, including independently leading concurrent initiatives, coordinating contributors, managing priorities and risks, and enabling others to take ownership.

Responsibilities

Lead senior advisory and practice management engagements with wealth management firms, financial advisors, and other financial-services clients by diagnosing challenges and helping clients determine practical 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 based on evidence, industry perspective, and advisory judgment.
Take ownership of complex initiatives, establish direction, determine the appropriate expertise, and coordinate work from stakeholder briefings through market release and sales enablement.
Strengthen practice management and advisory approaches by applying senior judgment to frameworks, methodologies, and strategic approaches, and partner with practice management consultants on solution development and client applications.
Represent the team in executive discussions, research conversations, advisory engagements, workshops, conferences, and other high-value forums with senior clients and internal stakeholders.
Coach and review colleagues, maintain a high-quality bar, and enable others to take meaningful ownership.
Collaborate across multiple business functions.

Benefits

401(k) retirement savings plan with company match
Basic life insurance and other optional additional insurance coverages
Medical insurance
Dental insurance
Vision insurance
Long-term disability coverage
Paid vacation
Paid sick leave
Short-term disability
Family care leave
Employee Assistance Program
Eligibility for annual performance-based incentive awards, except 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