Head of Advisor Platforms & Strategic Partnerships, EVP
About The Position
State Street Alpha Platform & Software is seeking a Head of Advisor Platforms & Strategic Partnerships, EVP to manage and grow the Alpha Platform & Software Wealth Business. This role involves overseeing a significant book of business, including revenue, sales, implementations, product, technology, engineering, and client support. Additionally, the position will be instrumental in establishing and scaling strategic partnerships, both internally and externally, to drive growth, expand market reach, and enhance the platform's competitive standing. The ideal candidate will lead the wealth software strategy, own the global P&L for the CRD Wealth business, and develop a strategic partnership agenda. This includes identifying, evaluating, negotiating, and operationalizing alliances and integrations. The role also encompasses leading market expansion, developing talent, driving business cases for investment, and fostering strong relationships with clients and partners at senior levels. Collaboration and alignment across cross-functional teams and a newly established organization are crucial for seamless partner integration and an improved client experience.
Requirements
- Managing and growing the Alpha Platform & Software Wealth Business ($100M book of business)
- Managing a team of 20+ headcount
- Accountable for all aspects of CRD Wealth including revenue/sales, implementations, product, technology, engineering and client support
- Establishing, cultivating, and scaling strategic partnerships
- Identifying, evaluating, negotiating, and operationalizing alliances, integrations, and ecosystem relationships
- Building and managing a partnership portfolio
- Leading market expansion domestically and globally
- Developing and nurturing high-value talent
- Driving business cases and deploying investments
- Structuring partnership business cases, commercial models, and joint go-to-market plans
- Overseeing the governance and performance management of key alliances
- Bringing industry credibility with senior leadership of tier one firms and other centers of influence
- Fostering strong relationships with senior and executive management for the largest, most complex clients
- Serving as the primary executive sponsor and relationship owner for strategic partners
- Navigating complex organizational situations
- Orchestrating cross-functional collaboration and alignment
Responsibilities
- Serving as the recognized leader of the CRD Wealth business
- Leading CRD's wealth software strategy by thinking holistically about the industry ecosystem, focusing on client needs, the competitive landscape, and regulatory trends
- Owning global P&L for CRD Wealth business, including product development, sales and bookings, implementations, client support and identifying potential M&A opportunities
- Defining and executing a strategic partnership agenda for the new organization — identifying, evaluating, negotiating, and operationalizing alliances, integrations, and ecosystem relationships that create differentiated value and unlock new revenue streams
- Building and managing a partnership portfolio across Alpha Platform & Software vendors, custodians, data providers, distribution channels, and fintech innovators, ensuring alignment with the platform's growth strategy and target business outcomes
- Leading market expansion domestically and globally, including identifying potential markets for growth
- Leveraging strategic partnerships to enter new markets, extend platform capabilities, and reach new client segments more rapidly than organic build alone would allow
- Developing and nurturing high-value talent through identifying, attracting, coaching, and retaining employees to support the business
- Driving business cases and deploying investments to expand the platform and achieve target business benefits and foster business growth
- Structuring partnership business cases, commercial models, and joint go-to-market plans, and overseeing the governance and performance management of key alliances
- Bringing industry credibility with senior leadership of tier one firms and other centers of influence
- Fostering strong relationships with senior and executive management for the largest, most complex clients
- Serving as the primary executive sponsor and relationship owner for strategic partners, representing the new organization at the most senior levels and positioning State Street as a partner of choice in the wealth ecosystem
- Navigating complex organizational situations to build a common understanding and align on the path to improve the end-to-end client experience and outcomes
- Orchestrating cross-functional collaboration and alignment across a newly established organization to integrate partners seamlessly into the operating model, product roadmap, and client experience
- Building strong, collaborative relationships with peers across Wealth Services and the enterprise
Benefits
- 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
- eligibility for certain tax advantaged savings plans
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- vibrant employee networks
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
