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Wealth Segment R&D – AVP
| Company | State Street |
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| Location | Boston, MA, USA |
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| Salary | $90000 – $142500 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Senior, Expert or higher |
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Requirements
- 7+ years of experience in private markets, wealth management, or investment technology. 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.
- Strong understanding of wealth management platforms, private market integration, and regulatory considerations.
- Hands-on experience in integrations: Proven ability to design and implement data flows, reporting tools, and platform interoperability for wealth market solutions.
- Expertise in end-to-end system integration: Skilled in mapping data workflows, resolving system gaps, and ensuring seamless integration of private market capabilities into wealth platforms.
Responsibilities
- Develop and execute the strategy for research and development of wealth platforms, including data flows partnerships.
- Manage the design and delivery of proof-of-concept initiatives, participate in their development, 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 platforms and systems used by wealth advisory firms and advisors.
Preferred Qualifications
No preferred qualifications provided.
