State Street

Wealth R&D Product Strategy, AVP

Boston, Massachusetts, USA

Sponsorship not specified$80k-$140kDetected 1 day ago

Data AnalysisProduct ManagementProduct StrategyProject ManagementFinancial ModelingResearchLeadershipCommunicationCollaboration

About the role

Wealth R&D Team Overview The Wealth Research & Development (R&D) team at State Street is a strategic innovation group focused on designing and delivering next‑generation wealth management solutions.
Within this product strategy role, you will play a key role in supporting product roadmap definition and driving forward product execution.
If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Responsibilities

Act as the connective layer across product, engineering, and external partners to drive product execution and deployment forward
Own alignment of the product roadmap with financial models, funding strategy, and long-term economics through partnership and iteration with finance leadership
Own project management for product-related workstreams, ensuring clear task tracking, prioritization, and delivery against key milestones
Own cross-functional collaboration and stakeholder alignment across internal and external teams, developing executive-level materials and narratives to support key decisions, communicate progress, and drive the product forward
Assist alignment between product design and underlying platform architecture, including data flows, AI capabilities, and orchestration layers
Assess integration feasibility, scalability, and operational requirements across partners (e.g., account aggregation, rollover solutions, custody solutions etc.)
Product leadership: Effectively guide and support external and internal partners to understand and execute product workflows and priorities
End to end product ownership: Actively drive forward product execution, remove blockers, and ensure outcomes are delivered against product roadmap
Familiarity with AI-enabled product design and implications for user experience (e.g., explainability, decision support)
This role sits at the intersection of product strategy, product design, and commercial alignment, supporting the evolution of such solution from early-stage concept through V1 and scaled deployment.

Requirements

Ability to model how product decisions impact cost, revenue, and long-term platform economics

Nice to have

3-4+ years of direct experience with investment technology and/or wealth management
Direct experience with product roadmap development, vendor evaluation and selection, and end to end system management.
Preferably experience with defining product strategy for consumer-facing applications.
Experience with financial modeling, business case development, or investment planning tied to product initiatives
Experience working on complex platform products or ecosystems (multi-journey, multi-user environments
Strong communication skills with experience creating executive-level materials and driving decision forums

Skills

Bring clarity through frameworks, milestones, and decision-making structures to guide teams forward

Compensation

$80,000 - $140,000 Annual

Benefits

Support front-end design partners and engineers to translate product vision and user workflows into executable design, ensuring product requirements are met throughout design process
Education & Preferred Qualifications
State Street's comprehensive benefits program, which includes:

Company info

Evaluate vendor pricing, ROI, and cost structures as part of overall platform build vs. partner decisions

Visa & Work Authorization

gin, 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 a

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This listing is sourced directly from State Street's careers page and normalized into a canonical job model.