Wealth Platform Strategy - Research and Development, VP

State Street•Boston, MA

14d

About The Position

Who we are looking for The Vice President for Wealth R&D will lead the end-to-end definition, development and execution of solutions targeting the wealth management segment. We aim to develop the first globally trusted, scalable, technology-led platform meeting the emerging needs of fintechs, advisors, and individuals. We believe that State Street is uniquely positioned to create a differentiated offering by leveraging our ecosystem of market leading software and services across the front to back office. This role will work closely with the Managing Director and external partners to define and bring to market end-to-end solutions with seamless integration across the value chain, providing an easy, efficient and frictionless workflow. Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

Requirements

10+ years of experience wealth management, investment technology or private markets, with a proven track record of innovation and execution
Experience gained in serving the technology needs of Private Banks, Family Offices, and other wealth subsegments.
Proven track record of delivering end-to-end solutions for complex financial services projects.
Expertise in end-to-end system integration: Skilled in mapping data workflows, resolving system gaps, and ensuring seamless integrations across wealth platforms.
Strong understanding of wealth management platforms and regulatory considerations.
Expertise in project management, business strategy, and financial technology integration.
Excellent communication and interpersonal skills with a consultative approach to problem-solving.

Nice To Haves

MBA or MS degree strongly preferred
CFA or similar investment management licensing/certification desired.
Authoritative knowledge and experience within wealth and / or institutional asset management with demonstrable experience in private markets.
Ten plus (10+) years related work experience in wealth, asset management and/or FinTech.

Responsibilities

Develop and execute the strategy for end-to-end solutions targeted towards the wealth segment
Identify potential partners and evaluate feasibility of partnership opportunity
Collaborate with cross-functional teams to ensure alignment with client needs and strategic objectives
Manage the design and delivery of proof-of-concept initiatives, and oversee their implementation into scalable solutions
Coordinate with external partners and internal stakeholders to address gaps and enhance interoperability across platforms.
Provide subject matter expertise on private market solutions tailored for wealth advisors and clients

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.

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