State Street
Head of Product Strategy and Growth - CRD Wealth and Advisor Platforms, MD
State Street, Burlington, Massachusetts, us, 01805
Head of Product Strategy and Growth - CRD Wealth and Advisor Platforms, MD
Join to apply for the Head of Product Strategy and Growth for CRD Wealth and Advisor Platforms, MD role at State Street.
State Street Wealth Services seeks to enable wealth advisors and their investment managers to achieve better outcomes for their clients and themselves, and enable revenue growth across all areas of State Street. It includes two operating businesses, Wealth Platforms (comprising CRD Wealth software, software services and investment advisory) and Wealth Custody. With over $3 trillion in wealth‑related assets, CRD Wealth is a leading provider of investment technology for wealth managers, providing portfolio management, trading, rebalancing, compliance capabilities, and manager/sponsor connectivity. We are investing heavily in the business to drive its continued success in innovating and serving enterprise wealth‑manager client needs.
The Wealth Platforms business is seeking a Head of Product Strategy and Growth for CRD Wealth and Advisor Platforms (Managing Director) to accelerate adoption of CRD Wealth through strategic leadership and product innovation.
Key Responsibilities
Strategic Growth Leadership: Accelerate platform growth by guiding the development of CRD Wealth’s product strategy based on market intelligence, client needs, and State Street’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 wealth‑tech platforms and service providers that complement CRD Wealth’s value proposition and enhance 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.
Qualifications
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; MBA or advanced degree preferred.
Salary Range $170,000 - $267,500 Annual
Benefits Employees are eligible to participate in State Street’s comprehensive benefits program, which includes a 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 the Employee Assistance Program; incentive compensation including eligibility for annual performance‑based awards (excluding certain sales roles subject to sales incentive plans); and eligibility for certain tax‑advantaged savings plans.
About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work‑life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
Equal Opportunity Statement As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Job ID: R-782067
Seniority level Not Applicable
Employment type Full‑time
Job function Product Management and Marketing; Industries: Financial Services, Investment Banking, and Investment Management
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State Street Wealth Services seeks to enable wealth advisors and their investment managers to achieve better outcomes for their clients and themselves, and enable revenue growth across all areas of State Street. It includes two operating businesses, Wealth Platforms (comprising CRD Wealth software, software services and investment advisory) and Wealth Custody. With over $3 trillion in wealth‑related assets, CRD Wealth is a leading provider of investment technology for wealth managers, providing portfolio management, trading, rebalancing, compliance capabilities, and manager/sponsor connectivity. We are investing heavily in the business to drive its continued success in innovating and serving enterprise wealth‑manager client needs.
The Wealth Platforms business is seeking a Head of Product Strategy and Growth for CRD Wealth and Advisor Platforms (Managing Director) to accelerate adoption of CRD Wealth through strategic leadership and product innovation.
Key Responsibilities
Strategic Growth Leadership: Accelerate platform growth by guiding the development of CRD Wealth’s product strategy based on market intelligence, client needs, and State Street’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 wealth‑tech platforms and service providers that complement CRD Wealth’s value proposition and enhance 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.
Qualifications
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; MBA or advanced degree preferred.
Salary Range $170,000 - $267,500 Annual
Benefits Employees are eligible to participate in State Street’s comprehensive benefits program, which includes a 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 the Employee Assistance Program; incentive compensation including eligibility for annual performance‑based awards (excluding certain sales roles subject to sales incentive plans); and eligibility for certain tax‑advantaged savings plans.
About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work‑life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
Equal Opportunity Statement As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Job ID: R-782067
Seniority level Not Applicable
Employment type Full‑time
Job function Product Management and Marketing; Industries: Financial Services, Investment Banking, and Investment Management
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