Wealth R&D Product Strategy, AVP

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. This team acts as an incubator for new ideas, leveraging advanced technology, data analytics, and user‑centric design to transform how wealth services are delivered.

A central initiative for the team is developing a consumer‑facing, AI native wealth management platform that empowers individuals to take control and manage their retirement through providing education and advice they can action on. This solution is designed to simplify complex financial journeys, integrate multiple product areas, and elevate client experience.

The Product Strategy Assistant Vice President for Wealth R&D will play a central role in defining, shaping, and executing next‑generation wealth platform solutions. 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. The AVP will work across internal teams and external partners to ensure the product roadmap is strategically coherent, technically viable, and economically sustainable.

• 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 work streams, 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.
• 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.
• Contribute to the definition of key product milestones, assisting the translation of strategic priorities into a structured execution plan and actionable product roadmap.
• Evaluate vendor pricing, ROI, and cost structures as part of overall platform build vs. partner decisions.
• 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.
• Commercial mindset:
  Ability to model how product decisions impact cost, revenue, and long‑term platform economics.
• End to end product ownership:
  Actively drive forward product execution, remove blockers, and ensure outcomes are delivered against product roadmap.
• Product management:
  Bring clarity through frameworks, milestones, and decision‑making structures to guide teams forward.
• Strategic and Execution Balance:
  Assist definition of long‑term platform strategy while simultaneously driving near‑term delivery.
• AI-Forward Mindset:
  Contribute to delivering intuitive, transparent, and trustworthy user experiences—especially critical in AI‑enabled financial products.

• 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).
• Familiarity with AI‑enabled product design and implications for user experience (e.g.,…