Wealth R&D - AI/Data Management/Portfolio Analytics, MD

Managing Director, Wealth R&D – AI/Data Management/Portfolio Analytics

Role Overview

The Managing Director of Wealth R&D – AI/Data Management/Portfolio Analytics will provide strategic leadership in building and executing the firm's new Wealth Management segment. This leader will oversee and deliver solutions leveraging AI/Data Management/Portfolio Analytics for the Wealth Management segment. The Managing Director will work directly with the Director of Wealth Segment R&D to define strategy, assemble project teams, and execute critical initiatives.

Key Responsibilities:

• Spearhead AI/Data/Portfolio Analytics initiatives to support advisors and their firms with advanced tools and insights.
• Manage relationships with internal and external stakeholders, including strategic implementation partners, to ensure alignment and successful project execution.
• Build and mentor a high-performing team, including Vice Presidents and additional hires and cross organization teams as needed, to deliver the segment's mandate.
• Oversee budget planning and resource allocation for strategic priorities.

Qualifications:

• Strong understanding of enterprise data architecture, APIs, AI and Machine Learning use cases, and end-to-end solution design for wealth management platforms and tools including advisor planning tools.
• Deep technical knowledge of data systems and integration:  Ability to guide teams in integrating data from disparate sources into cohesive platforms for reporting, analytics, and operational efficiencies.
• Experience in leading proof-of-concept initiatives: Ability to evaluate, pilot, and scale technical solutions for wealth management challenges, ensuring alignment with business objectives and long-term strategy.
• 15+ years of experience in wealth management, investment management, with a proven track record of innovation and execution.
• Strong leadership skills with the ability to manage cross-functional teams and influence stakeholders at all levels.
• Expertise in project management, business strategy, and financial technology integration.
• Excellent communication and interpersonal skills with a consultative approach to problem-solving.

What We Offer:

• Competitive benefits package.
• Opportunities for professional development and career advancement.
• Inclusive culture and employee networks for support and connection.

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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs 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 perspectives 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 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 programs 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.

Salary Range:

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.

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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