Who we are looking for
Wealth Custody and Clearing is seeking an Officerto joinour Strategy &Product Managementteamtosupportthe global product buildout for our introducing broker-dealer and wealth custody platform.ThisOfficer will drivestrategicanalysis,createbuy/build/partner frameworks,establish product development lifecycle cyclecadences,andfinetuneboard,committee andexecutivelevel materialsThisOfficerwillalsosupport theend-to-end product ownership—including design, development, third-party integrations, and ongoing enhancement ofkeyplatform capabilities. The ideal candidate will haveexposureacrossaccount onboarding,cash management, transfers,trading, rebalancing,performance reporting, fee-billing,clearing, and third-party integrations, with aspirations oflaunching and scaling innovative wealth and custody solutions This role reports to Wealth Custody and Clearing,Managing Director(or Vice President)of Product Management & Strategyand will be based in Boston, MA,Dallas, TX,Austin, TX,Irvine, CAor another strategic global location.
Why this role is important to us
As Wealth Custody and Clearing expands its global footprint, theOfficerofStrategy &Product Management willbe exposed tomultiple componentsof ouroverallproduct roadmap. ThisOfficerwill ensure our platform delivers differentiated value to clients, supports seamless integration with third-party providers, and remains at the forefront of digital and AI-driven transformation. The role is critical to our ability to compete globally, deliver exceptional client experiences, and maintain operational and regulatory excellence.
What you will be responsible for
Supportthebuildout of new product capabilities includingmultiple components ofthe wealth custody and clearing platform, from ideation and design through launch, enhancement, and sunset.
Negotiatefintech partnerships to expand platform capabilities and accelerate time-to-market.
Champion the adoption of AI and advanced analytics to enhance product features, automate workflows, and optimize client and advisor experiences.
Manage third-party product roadmaps, collaborating with external partners to ensure deliverables are aligned, delivered on time, and within budget.
Collaborate with technology, operations, compliance, and business development teams to deliver scalable, secure, and compliant solutions.
Monitor industry trends, competitive landscape, and regulatory developments to ensure our platform remains innovative and differentiated.
Prepare presentations for executive leadership, boards, and external stakeholders on product vision, strategy, and performance.
Foster a culture of innovation, agility, and accountability within the product organization.
What we value
Exposure to product lifecycle and agiledevelopmentmethodologies
Experiencein product management for wealth custody, clearing, trading, and digital wealth platforms.
Strategic thinker with strong execution, analytical,and presentation development skills.
Excellent communication and stakeholder management skills.
Digital-forward mindsetwith apassion forleveraging modern tools totransformanindustry.
Education & Preferred Qualifications
Undergraduate degree required; graduate degree preferred.
2–5+ years of related experience, includingexperiencein productmanagement, investment banking, management consulting, corporate development, business analysis,or strategyroles.
Desire to learn, build, grow, and supporta highly complex,0-1 launch of aglobal wealth and custody product.
Salary Range:
$60,000 - $101,250 Annual
The range quoted above applies to the role in the location specified. If the candidate would ultimately work outside of the location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, 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 and veteran status, and other characteristics protected by applicable law.
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At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.
With over 200 years of global financial leadership, we equip institutional investors through a comprehensive suite of capabilities:
Investment Services: Integrated front-to-back solutions across custody, accounting, and operations.
Investment Management: Index and active strategies from one of the world’s largest asset managers.
Markets: Multi-asset trading, FX solutions, and data-driven research to enhance portfolio value.
Who We Are
• 50,000+ employees worldwide
• Active in 100+ markets
• #1 in ETF servicing
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