VP, Advisory Strategy & Intelligence — Lead Client Impact

State Street Investment Management; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

State Street Investment Management seeks a strategic thinker to shape research-driven viewpoints and advise wealth management and financial-services clients. You’ll translate investor and industry trends into actionable recommendations and collaborate with senior stakeholders to advance client engagements, drive practice management, and deliver practical outcomes across regions.

You’ll move fluidly across client types and initiatives, shaping research-driven perspectives and translating insight

Responsibilities

• Lead senior advisory and practice management engagements with wealth management firms, financial advisors, and other financial-services clients by diagnosing complex challenges, shaping the problem, and helping clients move toward practical decisions and action.
• Drive investor and industry intelligence initiatives, from strategic positioning and question framing through interpretation, synthesis, point of view, and application.
• Create differentiated intellectual capital and advisory solutions that combine evidence, industry perspective, and advisory judgement to produce original thinking, frameworks, and points of view.
• Take point on complex initiatives with autonomy, establishing direction, determining the right mix of expertise, and coordinating work from stakeholder briefings through market release and sales enablement — without requiring step-by-step oversight.
• Strengthen practice management and broader advisory thinking by applying senior judgement to frameworks, methodologies, and strategic approaches and partnering with practice management consultants on solution development and client applications.
• Represent the team credibly with senior clients and internal stakeholders, including executive discussions, research conversations, advisory engagements, workshops, conferences,

Job description

State Street Investment Management seeks a strategic thinker to shape research-driven viewpoints and advise wealth management and financial-services clients. You’ll translate investor and industry trends into actionable recommendations and collaborate with senior stakeholders to advance client engagements, drive practice management, and deliver practical outcomes across regions.

You’ll move fluidly across client types and initiatives, shaping research-driven perspectives and translating insight