Statestreet
Wealth Services Product & Lifecycle Marketing, VP
Boston, Massachusetts · Vp
Sponsorship not specified$110k-$189kDetected 5 days ago
Stakeholder ManagementOKRsContent MarketingSalesLeadership
About the role
- If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
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Responsibilities
- Own Wealth Services product marketing strategy aligned to OKRs and growth priorities, with a focus on adoption, pipeline contribution, and client outcomes
- Define and maintain positioning frameworks, including segment-specific value propositions, messaging hierarchies, and proof points
- Lead competitive and market analysis to inform positioning and go-to-market decisions
- Define and maintain priority client segments and personas (e.g., RIAs, private banks, wealth platforms, intermediaries), including needs, buying triggers, and decision dynamics
- Develop and scale persona-led content strategies aligned to client priorities and pain points
- Partner with Sales and Product to refine personas using client feedback, win/loss insights, and market trends
- Own the Wealth Services product content system, structured around client personas, buying stages, and lifecycle moments from awareness through adoption and expansion
- Partner with Digital and UX teams to shape the end-to-end Wealth Services digital experience, particularly website structure and conversion paths
- Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.
Nice to have
- Adoption and usage
- Expansion and cross-sell opportunities
- 10+ years in product marketing, go-to-market strategy, or lifecycle marketing within financial services, fintech, or B2B technology
- 5+ years direct experience in wealth management / wealth technology (e.g., platforms, custodians, RIAs, private banks, broker-dealers)
- Proven experience in product positioning, messaging, and content strategy for complex offerings
- Strong experience partnering with Digital and UX teams to improve content journeys and conversion
- Track record of delivering successful product launches and growth initiatives
- Experience operating in a regulated environment, working with compliance and legal
Skills
- Translate complex platform capabilities and AI-led innovation into clear, differentiated narratives tailored by client segment
- Act as a trusted advisor to Wealth Services leadership on messaging, prioritisation, and go-to-market strategy
- Translate segmentation into targeted messaging frameworks and use-case narratives by audience and buying stage
- Embed persona thinking across product marketing, digital journeys, campaigns, and sales enablement
- Website and solution pages, UX copy, and journey-based content modules
- Product explainers, demos, and video scripts
- Sales enablement materials (decks, one-pagers, FAQs, talk tracks, battlecards)
- Case studies, client outcomes, and partner narratives
- Translate technical platform capabilities into simple, compelling, client-relevant stories
- Establish content governance ensuring consistency, clarity, and compliance across all outputs
- Influence information architecture, page hierarchy, UX flows, and storytelling frameworks
- Ensure digital journeys are persona-aware, with tailored pathways, messaging, and content by segment and use case
Compensation
- $110,000 - $188,750 Annual
Benefits
- State Street's comprehensive benefits program, which includes:
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