Vice President, Product Manager - Wealth Management

Description

Vice President, Wealth Product Management

Charles River Investment Management Solution (CRIMS) Wealth

Who We Are Looking For

The Vice President, Wealth Product Management is a senior leadership role responsible for defining, advancing, and executing the strategic vision for the Charles River Investment Management Solution (CRIMS) Wealth platform. This individual will serve as the primary bridge between business strategy, client needs, and technology execution, ensuring the platform continues to evolve and deliver industry-leading capabilities for wealth management firms globally.

The successful candidate will possess deep expertise in Wealth Management, product strategy, and software delivery, along with a proven track record of leading cross-functional teams in complex financial technology environments. They will work closely with Product Management, Engineering, Professional Services, Client Engagement, and Executive Leadership teams to drive innovation, prioritize investments, and deliver measurable business outcomes.

This role requires a strategic thinker who is equally comfortable engaging with executive stakeholders, clients, and engineering teams while maintaining accountability for roadmap execution, product quality, and market success.

Why This Role Is Important To Us

The team you will be joining is part of Charles River Investment Management Solution and State Street Alpha, a market leader in providing a comprehensive end-to-end investment management platform covering front, middle, and back office operations.

The Wealth platform plays a critical role in helping financial institutions manage portfolios, maintain compliance, execute investment strategies, process post-trade activities, and deliver exceptional client experiences. As a member of the leadership team, you will shape the future direction of our Wealth solutions and ensure we continue to meet the evolving needs of clients operating in increasingly complex regulatory, operational, and investment environments.

What You Will Be Responsible For

Strategic Leadership

Define and communicate the long-term vision, strategy, and roadmap for the CRIMS Wealth platform.

Partner with executive leadership to align product investments with corporate objectives and market opportunities.

Drive prioritization decisions based on client needs, market trends, business value, and strategic goals.

Serve as a key advocate for Wealth solutions across State Street and Charles River.

Product & Platform Management

Lead the definition and delivery of strategic product initiatives across multiple development teams.

Oversee product roadmap planning, portfolio prioritization, capacity management, and execution governance.

Ensure functional and non-functional requirements are clearly defined, documented, and aligned with client expectations.

Drive continuous improvement of platform capabilities, workflows, administration tools, and operational efficiency.

Cross-Functional Leadership

Collaborate with Engineering, Architecture, QA, Operations, Cloud Services, Professional Services, Support, and Relationship Management teams to deliver high-quality solutions.

Establish and manage cross-team programs that require coordination across multiple business and technical organizations.

Ensure successful execution of major client-driven initiatives, regulatory requirements, and platform enhancements.

Client & Market Engagement

Engage directly with clients, prospects, and industry stakeholders to understand evolving business challenges and product opportunities.

Represent Charles River at client meetings, industry events, advisory boards, and executive reviews.

Translate client feedback into actionable product investments and strategic initiatives.

Maintain awareness of industry trends, competitive offerings, and emerging technologies influencing wealth management.

Organizational Development

Mentor and develop Product Managers, Business Analysts, and other product organization resources.

Establish best practices for requirements gathering, roadmap management, backlog governance, and delivery execution.

Foster a culture of collaboration, innovation, accountability, and continuous improvement.

Partner with leadership to support organizational planning, talent management, and succession development.

Delivery Excellence

Ensure successful delivery, documentation, enablement, and adoption of platform capabilities.

Monitor key product metrics, delivery milestones, and client outcomes.

Drive operational excellence and execution predictability across the product organization.

Act as an escalation point for complex business, product, and client-related issues.

Requirements

• Required Qualifications
• 10+ years of experience in Product Management, Business Analysis, Wealth Technology, Financial Technology, or related disciplines.
• 5+ years of leadership experience managing product, business analysis, and/or cross-functional technology teams.
• Deep understanding of Wealth Management workflows, portfolio management, trading, compliance, performance measurement, and investment operations.
• Demonstrated success leading large-scale software initiatives from strategy through delivery.
• Strong executive communication and stakeholder management skills.
• Experience working directly with clients and translating market needs into product strategy.
• Bachelor's degree in Finance, Economics, Business Administration, Engineering, Computer Science, or a related discipline, or equivalent professional experience.
• Experience operating in global organizations with geographically distributed teams.
• Preferred Qualifications
• Experience with investment management platforms, enterprise SaaS solutions, or wealth management technology.
• Experience managing complex product portfolios and multi-year strategic roadmaps.
• Strong understanding of agile development methodologies and modern product management practices.
• MBA or advanced degree preferred.
• Professional Attributes
• Strategic mindset with strong execution capabilities.
• Exceptional analytical and problem-solving skills.
• Ability to influence across organizations without direct authority.
• Strong leadership presence and executive communication skills.
• Results-oriented with the ability to balance client, business, and technology priorities.
• Self-motivated, highly organized, and capable of managing multiple strategic initiatives simultaneously.
• About State Street
• What We Do
• State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've helped clients safeguard and steward the investments of millions of people worldwide. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.
• Work, Live and Grow
• We strive to create an environment where employees can thrive professionally and personally. Our benefits programs are comprehensive and competitive, supporting the health, well-being, and long-term success of our employees.
• Inclusion, Diversity and Social Responsibility
• We believe our diverse backgrounds, experiences, and perspectives are essential to creating successful teams and innovative solutions. We are committed to fostering an inclusive workplace where all employees can contribute, grow, and succeed.
• State Street is an equal opportunity and affirmative action employer.

Conditions

$110,000 - $188,750 Annual

The 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 https://hrportal.ehr.com/statestreet/Home .

About State Street

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.

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Job 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.