Strategy and Business Development, Wealth Services, Vice President

The Vice President, Strategy and Business Development for Wealth Services will report into the Senior Vice President, Strategy and Business Development for Wealth Services.

The selected candidate will be responsible for supporting a wide range of strategy and execution activities for the business, including:

• Supporting the growth strategy for a substantial, market-leading offering through driving strategic and business development initiatives
• Contributing to the strategic and operating planning processes in partnership with business leaders
• Conducting regular market and competitive research to build a market leading view of the global ecosystem of wealth services providers globally
• Identifying strategic partners and working with enterprise M&A teams to evaluate minority investment and acquisition opportunities
• Support business leaders in executing strategic partnerships with clients, fintech firms, custodians, data providers, and other third parties
• Support the head of the department in finalizing contractual arrangements
• Plan and execute business development initiatives in close collaboration with senior management and product management, including identifying potential targets for acquisition

• Undertake chief of staff responsibilities for the head of the department inclusive of;

• Supporting the administration and delivery of clear goals and metrics (OKRs – Objectives and Key Results) for Wealth Services Strategy and business development

• Developing materials for Quarterly Business Reviews (QBRs) with Global Head of the business
• Support Business Intelligence Projects, in partnership with teams such as finance and talent

*What We Value
Ideal Competencies & Experience*

• Proven record of supporting M&A transactions and transaction experience in crafting strategic alliances, partnerships, and investments
• Extensive experience in modelling Pro Forma financials reflecting revenue and cost implications of strategic partnerships being evaluated
• Exposure to the wealth management servicing industry with proven skillset in translation of industry / client themes and trends into actionable strategy, partnering effectively with a wide range of internal and external constituents
• Ability to deliver across complex multi-functional projects
• A customer orientation which allows him/her to solicit, acquire, and act on information from customers concerning their current and future needs, issues, and challenges

*Education & Preferred Qualifications*

• Undergraduate degree minimum and graduate degree / MBA preferred
• 5+ years of related experience preferably within the Financial Services industry
• Top-tier investment banking, business development, or corporate development experience preferred, particularly with exposure to Financial Services / FinTech
• Ability to lead, prioritize and execute on multiple, simultaneous priorities and initiatives
• Strong delivery focused mindset; ability to work on multiple initiatives in parallel, thinking both tactically and strategically
• Outstanding verbal and written communications.
• Superb business judgment and ability to think through complex business issues.
• Critical assessment capability –ability to maintain a very high bar and deliver excellence in work products.

*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 been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow.
We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility.
We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

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*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.

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.

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Job ID: R-771054