Wealth Segment R&D/AI/Data Management/Portfolio Analytics for Wealth, VP

Vice President, AI/Data Management/Portfolio Analytics for Wealth segment

Who we are looking for:

The Vice President for AI/Data/Portfolio Analytics will drive the development of innovative, AI-enabled, data-driven solutions tailored for the wealth management segment. This role will focus on leveraging advanced analytics to improve client outcomes and operational efficiency.

Key Responsibilities:

• Design and implement AI/data solutions that address wealth segment needs, including insights, automation, and client reporting enhancements.
• Partner with internal teams and external vendors to explore and test new technologies, ensuring alignment with strategic goals.
• Lead proof-of-concept projects to validate AI and data capabilities, focusing on real-world applications and scalability.
• Translate business requirements into technical solutions, bridging the gap between strategy and execution.
• Manage data governance and ensure compliance with industry standards and regulations.

Qualifications:

• 10+ years of experience in data management, portfolio analytics, and technology solutions for financial services.
• Data architecture and management experience: Comprehensive understanding of data pipelines, database integration, and compliance requirements to ensure robust and scalable AI-enabled solutions.
• Expertise in applying AI and advanced analytics in the wealth management space.
• Strong problem-solving, communication, and technical skills.
• Proven ability to lead cross-functional teams and deliver innovative solutions.
• Background in data science or related fields; demonstrated interest or certifications in AI/ML tools or methodologies are a plus.
• CFA, CIPM, or similar certifications preferred.

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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