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Wealth R&D – AI/Data Management/Portfolio Analytics – MD
| Company | State Street |
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| Location | Boston, MA, USA |
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| Salary | $170000 – $267500 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Expert or higher |
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Requirements
- 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.
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.
Preferred Qualifications
No preferred qualifications provided.
