Wealth Services Product & Lifecycle Marketing, VP
Listed on 2026-08-07
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Marketing / Advertising / PR
Marketing Strategy, Digital Marketing, Marketing Communications, Product Marketing
Overview
The VP, Wealth Services Product & Lifecycle Marketing leads product and platform marketing strategy, solutions content, and end-to-end client lifecycle marketing for State Street’s Wealth Services business. The role translates Wealth Services’ commercial priorities into clear positioning, compelling product narratives, and high-performing digital and lifecycle experiences that drive awareness, adoption, and revenue growth across the client journey. It operates at the intersection of Product, Sales, Digital, and UX, and defines client segmentation and personas to ensure all product marketing, content, and lifecycle programs are targeted and aligned with priority wealth client segments.
This role supports growth priorities including scaling CRD Wealth, expanding global Wealth Custody & Clearing, ecosystem partnerships, and AI-enabled wealth technology initiatives.
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. Translate complex platform capabilities and AI-led innovation into clear, differentiated narratives by client segment. Lead competitive and market analysis to inform go-to-market decisions. Act as a trusted advisor to Wealth Services leadership on messaging, prioritisation, and go-to-market strategy.
Define and maintain priority client segments and personas (e.g., RIAs, private banks, wealth platforms, intermediaries), including needs and buying triggers. Translate segmentation into targeted messaging frameworks and use-case narratives by audience and buying stage. Develop and scale persona-led content strategies aligned to client priorities and pain points. Embed persona thinking across product marketing, digital journeys, campaigns, and sales enablement. 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. Lead development of high-impact, conversion-oriented content including website and solution pages, UX copy, journey-based content modules, product explainers, demos, video scripts, and sales enablement materials. Translate technical platform capabilities into simple, compelling client-relevant stories. Establish content governance ensuring consistency, clarity, and compliance across outputs.
Partner with Digital and UX teams to shape the end-to-end digital experience, particularly website structure and conversion paths. 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. Use performance data to optimise engagement, journey progression, and conversion rates.
Lead capability launches across Wealth Services (new capabilities, market entries, major releases) including positioning and messaging, release planning and sequencing, multi-channel activation and content rollout, and sales readiness and enablement. Build lifecycle programs that drive awareness and education, adoption and usage, and expansion and cross-sell opportunities to deliver sustained commercial impact.
- 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.
- Strong stakeholder management and executive presence.
- Education:
Bachelor’s degree required; MBA or advanced degree preferred.
Salary Range: $110,000 - $188,750 annually. The range applies to the role in the primary location; ranges may differ if the candidate works outside the primary location. State Street offers comprehensive benefits including retirement savings (401K) with company match, medical/dental/vision and disability coverage, paid time off, volunteer days, employee assistance program, incentive compensation eligibility, and tax-advantaged savings plans. For a full overview, visit
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