State Street · 3 weeks ago
Head of Product Strategy and Growth - CRD Wealth and Advisor Platforms, MD
Berwyn, PA
Full-time
Onsite
Director/Executive
$170K/yr - $268K/yr
15+ years expState Street is a leading provider of investment technology for wealth managers, and they are seeking a Head of Product Strategy and Growth for CRD Wealth and Advisor Platforms. The role focuses on accelerating platform growth through strategic leadership, product innovation, and cross-functional collaboration to enhance client success and drive revenue growth.
BankingFinanceFinancial Services
Responsibilities
Strategic Growth Leadership: Accelerate platform growth by guiding the development of CRD Wealth’s product strategy based on market intelligence, client needs, and Charles River’s unique right to win in the wealth space, including driving prioritization of resources toward highest value opportunities
Product Roadmap Development: Work across CRD’s Product organization to translate strategic direction into actionable product priorities and execution-oriented roadmaps
Product Governance: establish and own an effective product governance framework to manage delivery of CRD Wealth product roadmap including hiring, tracking of delivery, and change management
Partnerships: Identify innovative ways to collaborate with other wealthtech platforms and service providers that compliment CRD Wealth’s value proposition and enhances its right to win
Market Intelligence: Monitor industry trends, competitive landscape, and regulatory developments to inform strategic decisions
Growth Products: Oversee team responsible for manager / sponsor connectivity and software services
Cross-Functional Collaboration: Partner with engineering, sales, marketing, and professional services to ensure cohesive execution and client success
Qualification
Required
15+ years of experience in wealth tech, wealth management & advisory, fintech, or enterprise software
Deep understanding of wealth software and platforms
Proven track record of leading large-scale growth initiatives for software products at enterprise firms including product strategy, resource prioritization, and roadmap definition
Experience collaborating with cross-functional teams and delivering complex product initiatives
Track record of collaborating with third-party software platforms and commercializing partnerships
Familiarity with cloud-based platforms, data integration, and open architecture solutions
Bachelor's degree required
Preferred
MBA or advanced degree preferred
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 (excluding certain sales roles subject to sales incentive plans)
Eligibility for certain tax advantaged savings plans
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks that keep you connected to what matters most
Company
State Street
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
10001+ employees
H1B Sponsorship
State Street has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$12.05B2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M
Leadership Team
Ronald O'Hanley
Chairman and Chief Executive Officer
R
Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
Recent News
2025-12-30
2025-12-30
Company data provided by crunchbase