Data Analytics & Management, VP

State Street; Boston (MA); On-site; USD 120,000 - 202,500; Full time

Job summary

State Street in Boston seeks a senior leader to drive AI capabilities across Finance, Risk and Treasury. This role emphasizes agentic AI and no-code/low-code solutions with strong governance and KPI monitoring.

You will lead cross-functional teams, translate complex technical concepts into business decisions, and partner with senior Finance leadership to deliver reliable, auditable finance solutions.

Qualifications

• Bachelor’s degree in AI, data analytics, CS, engineering or related field.
• 8+ years of experience in AI technologies, data science, analytics, and automation with leadership of programs/teams.
• Strong analytical and problem-solving skills; experience with large datasets.
• Proficiency in SQL and Python; experience with data warehousing, data modelling, ETL.

Responsibilities

• Build Agentic AI & Copilot Solutions for Finance with governance and controls.
• Lead cross-functional delivery teams to design and deploy agent-based workflows across finance processes.
• Own solution strategy for LLM copilots supporting finance narratives, variance explanations, and root-cause analysis.
• Combine AI with deterministic logic to ensure reliability in controlled environments with KPI monitoring and governance.

Skills

AI leadership

SQL

Python

Data science

Analytics

Automation

Cross-functional leadership

Stakeholder influence

Education

Bachelor's degree in AI/Data Analytics/CS/Engineering

Tools

Databricks

Power BI

Tableau

Alteryx

Microsoft Fabric

Microsoft Power Apps

Microsoft Power Automate

Co-pilot Studio

Job description

Overview

About the job The Finance Data and AI Office (DART) delivers trusted data, analytics, and AI enabled solutions across Finance, Risk, and Treasury. This role sits within the Automation, Analytics & AI pillar and provides strategic and delivery leadership for practical, scalable AI solutions that address real finance challenges end to end—from problem framing and solution design through deployment, change management, and adoption. The role partners closely with senior Finance leadership to align priorities, deliver solutions, and ensure measurable outcomes.

Who we are looking for

The ideal candidate combines strong analytical thinking with business acumen and will play a hands-on leadership role in the delivery of AI capabilities, agentic approaches, and low‑code/no‑code solutions to deliver integrated, optimized solutions. Success in this role requires the ability to influence and align senior stakeholders, translate complex technical concepts into clear business decisions, and drive delivery through cross‑functional project teams. This leader connects technology choices to tangible Finance outcomes—improving insight quality, controls, efficiency, and decision‑making—and establishes KPIs, measurement approaches, and governance to sustain results.

Responsibilities

• Build Agentic AI & Copilot Solutions for Finance
• Lead cross‑functional delivery teams to design and deliver agent‑based workflows that can plan, reason, and execute tasks across finance processes (with appropriate human oversight, controls, and governance).
• Own solution strategy for LLM copilots supporting finance narratives, variance explanations, exception triage, and root‑cause analysis;
• Combine AI reasoning with deterministic logic (rules, thresholds, accounting constraints, materiality) to ensure reliability in controlled environments; define quality controls and KPI monitoring to sustain performance over time
• Prompt Engineering & Context Design (Finance‑Grade)
• Set standards for finance‑grade prompting and context (e.g., P&L, cost centers, accounting rules, materiality thresholds) and structure outputs for decision‑making, auditability
• Establish reusable prompt patterns, evaluation approaches, and guardrails to reduce hallucinations, increase consistency, and meet governance expectations

• Apply Data Science Where It Matters
• Apply analytics and data science methods (e.g., anomaly detection, classification, forecasting support, explainability) where they most improve finance efficiency, insight, and controls
• Analyze large, complex datasets to identify breaks, drivers, trends, and actionable signals relevant to Finance operations and reporting

• Enable AI Using No‑Code / Low‑Code Platforms
• Lead delivery using no‑code and low‑code tools to accelerate time‑to‑value while maintaining controls and quality standards, including:
• Operationalize AI outputs into finance workflows
• Orchestrate AI‑driven steps alongside rules‑based logic
• Surface AI‑generated insights, exceptions, and narratives to end users
• Know when low‑code is sufficient and when custom logic or data science is required

• Embed Solutions into Finance Workflows
• Partner with Finance, Risk, and Treasury teams to understand processes end‑to‑end, align priorities, and lead solution design that fits how work actually gets done
• Lead project planning and execution (scope, timeline, dependencies, risks), support rollout and adoption through documentation and training, and iterate based on user feedback

• Responsible AI & Controls‑Aware Delivery
• Ensure solutions are explainable, auditable, and aligned with governance expectations
• Provide clear status, risk, and outcomes reporting to senior management
• Validate AI outputs against financial data and business logic; implement monitoring, KPI dashboards, and a continuous improvement cadence to maintain quality and value over time

Skills and experience needed

• Bachelor’s degree in AI, Data Analytics, Computer Science, Engineering, or a related field
• 8+ years of experience in AI technologies, data science, analytics, and automation with demonstrated leadership of programs/teams (financial services preferred)
• Strong analytical and problem‑solving skills
• Experience working with large, complex datasets
• Proficiency in SQL and Python
• Experience with data warehousing, data modelling, ETL design
• Understanding of Finance, Risk and/or Treasury business processes
• Experience with data visualization tools (e.g., Power BI, Tableau)
• Experience with automation tools (e.g., low-code platforms, RPA, workflow tools)
• Demonstrated ability to lead cross‑functional project teams, manage delivery plans, and drive adoption through change management
• Knowledge of data governance, data quality, and regulatory compliance concepts (e.g., BCBS 239 principles)
• Strong written and verbal communication skills

Knowledge of tools

• Microsoft Co-pilot Studio
• Microsoft 365 Co-pilot
• Databricks
• Anthropic/Claude
• Power BI/Tableau
• Alteryx
• Microsoft Fabric
• Microsoft Power App
• Microsoft Power Automate

Are you the right candidate?

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We offer competitive benefits packages, flexible work programs, and development opportunities to help you grow.

Inclusion, Diversity and Social Responsibility. We believe diverse backgrounds and perspectives are essential to creating an inclusive environment. We support volunteering, employee networks, and programs that help balance work and life. State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary

Salary Range: $120,000 - $202,500 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 benefits program, including retirement savings, insurance, paid time off, and employee assistance programs.

For more information, visit StateStreet.com/careers

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 penalties.