Wealth Platform Strategy - Research and Development, VP

This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

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.

What you will be responsible for

As Vice President for Wealth Research and Development you will

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

What we value

These skills will help you succeed in this role

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.

Education & Preferred Qualifications

Bachelor's degree in Business Administration, Computer Science, Engineering, Mathematics and Physics or other technical course of study required.

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.

About State Street

What we do.

State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow.

We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility.

We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com / careers

Salary Range :

$130,000 - $212,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

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.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. 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. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com / careers

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Job Application Disclosure :

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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