Head of Product Strategy and Growth for CRD Wealth and Advisor Platforms at State Street. Accelerating product adoption through strategic leadership and product innovation.
Responsibilities
Accelerate platform growth by guiding the development of CRD Wealth’s product strategy based on market intelligence, client needs, and Charles River’s unique right to win in the wealth space, including driving prioritization of resources toward highest value opportunities
Work across CRD’s Product organization to translate strategic direction into actionable product priorities and execution-oriented roadmaps
Establish and own an effective product governance framework to manage delivery of CRD Wealth product roadmap including hiring, tracking of delivery, and change management
Identify innovative ways to collaborate with other wealthtech platforms and service providers that compliment CRD Wealth’s value proposition and enhances its right to win
Monitor industry trends, competitive landscape, and regulatory developments to inform strategic decisions
Oversee team responsible for manager / sponsor connectivity and software services
Partner with engineering, sales, marketing, and professional services to ensure cohesive execution and client success
Requirements
15+ years of experience in wealth tech, wealth management & advisory, fintech, or enterprise software
Deep understanding of wealth software and platforms
Proven track record of leading large-scale growth initiatives for software products at enterprise firms including product strategy, resource prioritization, and roadmap definition
Experience collaborating with cross-functional teams and delivering complex product initiatives.
Track record of collaborating with third-party software platforms and commercializing partnerships
Familiarity with cloud-based platforms, data integration, and open architecture solutions.
Bachelor’s degree required; MBA or advanced degree preferred.
Benefits
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)
eligibility for certain tax advantaged savings plans
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