Business Strategy and Execution - Wealth Platform, VP

Burlington, ON
$110,000-207,500 per year
Permanent
Full-time

14 days ago

State Street Wealth Services seeks to enable wealth advisors and their investment managers to achieve better outcomes for their clients and themselves, and enable revenue growth across all areas of State Street.State Street Wealth Services includes two operating businesses, Wealth Platforms and Wealth Custody. Wealth Platforms is comprised of Charles River Development (CRD) Wealth software, software services, and investment advisory.With over $3 trillion in wealth related assets, CRD Wealth is a leading provider of investment technology for wealth managers, providing portfolio management, trading, rebalancing, compliance capabilities, and manager / sponsor connectivity. State Street is investing heavily in the business to drive its continued success in innovating and serving enterprise wealth manager client needs.The Wealth Platforms business is seeking a Vice President, Strategic Execution to drive the growth and strategic advancement of the Wealth Platform business. This role will play a critical part in defining orchestrating the strategic planning process, leading high-impact strategic client initiatives, and helping build and scale the wealth management partnership ecosystem.The VP will work closely with senior leaders across Product, Engineering, Sales, Client Management, Finance, and Strategy to translate strategic priorities into actionable plans as well as support the successful execution of plans.Key ResponsibilitiesStrategic Planning & Execution

Play a leading role in defining the Wealth Platform’s growth strategy including facilitating the annual and multi-year strategic planning process
Structure strategic priorities, growth initiatives, success metrics, budgets, and resource plans
Translate strategy into execution plans, milestones, and OKRs and track progress
Prepare executive-ready materials for leadership forums, QBRs, and planning sessions

Strategic Initiatives

Lead cross-functional strategic projects tied to platform growth and priority initiatives
Partner with Sales, Client Management, and Product on complex client engagements
Shape value propositions and coordinate internal delivery teams
Capture client insights to inform product strategy and investment priorities

Partnership Ecosystem Development

Support the development of the wealth partnership ecosystem with tech forward strategic partners that complement CRD Wealth’s capabilities
Assist with partnership business cases, commercial structuring, and approvals
Help manage ongoing partner relationships aligned to strategic goals
Monitor market and competitive trends to inform ecosystem strategy

Cross-Functional Leadership & Governance

Act as an integrator across teams to ensure alignment between strategy and execution
Establish governance, track delivery, and escalate risks or trade-offs
Partner with Finance to enhance business performance visibility

Qualifications & Experience

8+ years of experience in strategy, consulting, business development, or transformation roles
Experience in wealth management, fintech, or enterprise software preferred
Proven success driving complex, cross-functional initiatives
Exposure to partnerships or ecosystem strategy a plus
Executive presence and strong business communication skills
Strong critical thinking, problem solving, structuring and decision making skills
Strong work-ethic with ability to multi-task in a fast-paced environment under tight deadlines and willingness to jump into challenging situations or problems and drive to solutions

Salary Range: $110,000 - $207,500 AnnualThe 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.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 .About State StreetAcross 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.Discover more information on jobs atRead ourJob 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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