State Street · 18 hours ago
Wealth Platform Strategy - Research and Development, VP
Boston, MA
Full-time
Onsite
Senior Level, Lead/Staff
$110K/yr - $208K/yr
10+ years expState Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. The Vice President for Wealth R&D will lead the end-to-end definition, development and execution of solutions targeting the wealth management segment, working closely with partners to deliver scalable solutions.
BankingFinanceFinancial Services
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
Qualification
Required
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
Bachelor's degree in Business Administration, Computer Science, Engineering, Mathematics and Physics or other technical course of study required
Ten plus (10+) years related work experience in wealth, asset management and/or FinTech
Preferred
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
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
Company
State Street
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
10001+ employees
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
legacy.thefly.com
2026-01-22
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