Wealth Platform Strategy - Research and Development, VP

State Street

  • Boston, MA
  • $110,000-177,500 per year
  • Permanent
  • Full-time
  • 2 months ago
Who we are looking forThe 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 usThe 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 forAs 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 valueThese 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 StreetWhat 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/careersSalary Range: $110,000 - $177,500 AnnualThe 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.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.

State Street