Business Strategy and Execution - Wealth Platform, VP

State Street•Burlington, MA

21h

About The Position

State Street Wealth Services seeks to enable wealth advisors and their investment managers to achieve better outcomes for their clients and themselves, and enable revenue growth across all areas of State Street. State Street Wealth Services includes two operating businesses, Wealth Platforms and Wealth Custody. Wealth Platforms is comprised of Charles River Development (CRD) Wealth software, software services, and investment advisory. With over $3 trillion in wealth related assets, CRD Wealth is a leading provider of investment technology for wealth managers, providing portfolio management, trading, rebalancing, compliance capabilities, and manager / sponsor connectivity. State Street is investing heavily in the business to drive its continued success in innovating and serving enterprise wealth manager client needs. The Wealth Platforms business is seeking a Vice President, Strategic Execution to drive the growth and strategic advancement of the Wealth Platform business. This role will play a critical part in defining orchestrating the strategic planning process, leading high-impact strategic client initiatives, and helping build and scale the wealth management partnership ecosystem. The VP will work closely with senior leaders across Product, Engineering, Sales, Client Management, Finance, and Strategy to translate strategic priorities into actionable plans as well as support the successful execution of plans.

Requirements

8+ years of experience in strategy, consulting, business development, or transformation roles
Executive presence and strong business communication skills
Strong critical thinking, problem solving, structuring and decision making skills
Strong work-ethic with ability to multi-task in a fast-paced environment under tight deadlines and willingness to jump into challenging situations or problems and drive to solutions

Nice To Haves

Experience in wealth management, fintech, or enterprise software preferred
Proven success driving complex, cross-functional initiatives
Exposure to partnerships or ecosystem strategy a plus

Responsibilities

Strategic Planning & Execution Play a leading role in defining the Wealth Platform’s growth strategy including facilitating the annual and multi-year strategic planning process
Structure strategic priorities, growth initiatives, success metrics, budgets, and resource plans
Translate strategy into execution plans, milestones, and OKRs and track progress
Prepare executive-ready materials for leadership forums, QBRs, and planning sessions
Strategic Initiatives Lead cross-functional strategic projects tied to platform growth and priority initiatives
Partner with Sales, Client Management, and Product on complex client engagements
Shape value propositions and coordinate internal delivery teams
Capture client insights to inform product strategy and investment priorities
Partnership Ecosystem Development Support the development of the wealth partnership ecosystem with tech forward strategic partners that complement CRD Wealth’s capabilities
Assist with partnership business cases, commercial structuring, and approvals
Help manage ongoing partner relationships aligned to strategic goals
Monitor market and competitive trends to inform ecosystem strategy
Cross-Functional Leadership & Governance Act as an integrator across teams to ensure alignment between strategy and execution
Establish governance, track delivery, and escalate risks or trade-offs
Partner with Finance to enhance business performance visibility

Benefits

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.
As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.

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