Senior Advisory Strategy & Intelligence Leader

State Street Corporation; Boston (MA); On-site; USD 110,000 - 189,000; Full time

Benefits offered by this job

401K with company match

Comprehensive health coverage: life,医療

Paid time off including vacation, sick

Employee Assistance Program

Performance-based awards

Tax-advantaged savings plans

Job summary

State Street Corporation seeks a strategic, senior professional to lead advisory and practice management engagements across wealth management, institutional, and intermediary clients. You will diagnose complex challenges, shape perspectives, and translate insights into practical recommendations for executives and clients.

The role emphasizes leadership across initiatives, development of intellectual capital, and collaboration with senior stakeholders to deliver high‑impact client engagements and

Qualifications

• 6+ years of relevant experience in wealth management or financial-services consulting, with progressive scope.
• Ability to diagnose ambiguous business issues, form a point of view, and translate thinking into practical recommendations.
• Experience leading complex initiatives with autonomy and senior stakeholder engagement.

Responsibilities

• Lead senior advisory and practice management engagements with wealth management and financial‑services clients.
• Drive investor and industry intelligence initiatives from framing questions to interpretation and application.
• Create original frameworks and client-ready advisory solutions from ideas through execution.

Skills

Senior Consultant

Business Strategist

Intelligence Translator

Content & Solutions Creator

Enterprise Leader

Education

Bachelor's degree

CFP®, CFA®, MBA, CIMA®, CEPA®, CPWA®, or similar designations valued

Job description

State Street Corporation seeks a strategic, senior professional to lead advisory and practice management engagements across wealth management, institutional, and intermediary clients. You will diagnose complex challenges, shape perspectives, and translate insights into practical recommendations for executives and clients.

The role emphasizes leadership across initiatives, development of intellectual capital, and collaboration with senior stakeholders to deliver high‑impact client engagements and