Director of Portfolio Implementation for Wealth Advisory, MD Join to apply for the Director of Portfolio Implementation for Wealth Advisory, MD role at State Street Director of Portfolio Implementation for Wealth Advisory, MD 2 days ago Be among the first 25 applicants Join to apply for the Director of Portfolio Implementation for Wealth Advisory, MD role at State Street Role Overview

Remember to check your CV before applying Also, ensure you read through all the requirements related to this role. The Director of Wealth Advisory Services will lead the end-to-end development of State Streets Portfolio Implementation business, a new investment advisory service that will be brought to market alongside Charles River Development wealth platform. This role will work closely with teams across the Charles River Development, State Street, State Street Global Advisors, and external partners to develop innovative new wealth advisory services for leading global wealth management organizations, their financial advisors and investors. Role Overview The Director of Wealth Advisory Services will lead the end-to-end development of State Streets Portfolio Implementation business, a new investment advisory service that will be brought to market alongside Charles River Development wealth platform. This role will work closely with teams across the Charles River Development, State Street, State Street Global Advisors, and external partners to develop innovative new wealth advisory services for leading global wealth management organizations, their financial advisors and investors. Key Responsibilities

Participate in the ongoing development of product/service strategy for wealth investment advisory services to wealth management providers (e.g. banks, BDs, RIAs) to include portfolio rebalancing, overlay management, and portfolio personalization services such as tax optimization, implementation of tax/risk transition strategies, and direct indexing. Collaborate with cross-functional teams across Charles River Development, State Street, State Street Global Advisors, and external partners to ensure alignment with client needs and strategic objectives. Manage the design and delivery of proof-of-concept initiatives, as well as prospective client investment product/service development, and oversee their implementation into scalable solutions. Provide sales and product/service development support with some subject matter expertise in wealth advisory services such as overlay management of SMA/UMA and other fee-based programs, high-volume fund and ETF model rebalancing rebalancing, and portfolio personalization including tax optimization and direct indexing.

Qualifications 10+ years of experience in wealth management, wealth fee-based program development/operations, investment advisory service delivery and operations, and/or investment technology. Proven track record of delivering end-to-end solutions for complex financial services projects. Strong understanding of wealth management platforms, fee-based investment advisory services and regulatory considerations. Proficiency in technical project execution: Adept at translating technical requirements into actionable solutions, including data modelling, API integration, and system testing for wealth applications. Excellent project management, communication, and analytical skills. Series 65 Certification preferred CFA valued

What We Offer Competitive benefits package. Opportunities for professional development and career advancement. Inclusive culture and employee networks for support and connection.

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 are making our mark on the financial services industry. For more than two centuries, we have 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 by location, but you may expect generous medical care, insurance, and savings plans, among other perks. You will have access to flexible Work Programs 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 perspectives 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 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 programs 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. Discover more at StateStreet.com/careers Salary Range $170,000 - $252,500 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. 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. Job ID: R-767016Seniority level Seniority levelNot Applicable Employment type Employment typeFull-time Job function Job functionFinance and Sales IndustriesFinancial Services, Investment Banking, and Investment Management Referrals increase your chances of interviewing at State Street by 2x Get notified about new Portfolio Director jobs in London, England, United Kingdom . London, England, United Kingdom 1 week ago London, England, United Kingdom 1 week ago Portfolio Director, Leading UK Venture and Growth Equity Investor, London, UK London, England, United Kingdom 2 weeks ago Head - Equity, Joint Venture and Partnerships Portfolio Management (Analytics) (D2190N) London, England, United Kingdom 1 week ago London, England, United Kingdom 1 day ago Senior Director Workout & Restructuring, Trading Businesses London, England, United Kingdom 2 weeks ago London, England, United Kingdom 23 hours ago London, England, United Kingdom 1 week ago London, England, United Kingdom 1 week ago London, England, United Kingdom 6 days ago London, England, United Kingdom 1 month ago London, England, United Kingdom 1 week ago Senior Director, Turnaround and Restructuring, London London, England, United Kingdom 1 day ago London, England, United Kingdom 1 week ago Credit Risk Director, Flex Originations (Credit Cards) London, England, United Kingdom 2 days ago Director / Senior Vice President, Investment, Data Centre, (Based in London, United Kingdom) London, England, United Kingdom 1 week ago Division Director, Diversified Infrastructure, Real Assets London, England, United Kingdom 4 days ago London, England, United Kingdom 8 months ago Director, Head of Operational Resilience, Operational Resilience London, England, United Kingdom 1 week ago Head of Commercial Finanace - Game Innovation Watford, England, United Kingdom 1 month ago London, England, United Kingdom 3 days ago Finance & Strategy Director, Rider Care & Operations London, England, United Kingdom 1 week ago London, England, United Kingdom 5 hours ago London, England, United Kingdom 1 week ago London, England, United Kingdom 2 weeks ago Vice President, Portfolio and Fund Finance (Core Funds) Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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