Wealth Segment R&D, AVP (Boston)

Job Description

Assistant Vice President, Wealth Segment R&D

Role Overview:

The Assistant Vice President for Wealth Segment R&D will lead the end-to-end development and execution of solutions serving the wealth management industry. This role will work closely with the internal and external partners to ensure seamless delivery of innovative solutions.

Key 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.

Qualifications:

• 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.

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:

$90,000 - $142,500 Annual

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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