Head of Global Family Office for Wealth Services, SVP

2 days ago

Boston, United States State Street Corporation Full time
Who we are looking for
State Street's Wealth Services business unit is seeking a dynamic executive to serve as the Head of Global Family Office for Wealth Services. This role will be pivotal in developing the market globally for the family office offering, including Relationship Management, Governance, and Product Management. The Head of Global Family Office for Wealth Services will work extensively on formulating and executing market entry plans, relationship management and closely coordinating on various initiatives with Global Product Leads.
Why this role is important to us
State Street Wealth Services seeks to enable wealth advisors and their investment managers to achieve better outcomes for their clients and themselves, thereby enabling revenue growth across all areas of State Street. The Head of Global Family Office for Wealth Services will work on developing and scaling the offering for family offices. Join us if making your mark in an ever-changing, increasingly complex and competitive industry is a challenge you are up for.

What you will be responsible for
The Head of Global Family Office for Wealth Services is pivotal for developing the market globally for the Family Office offering, with full accountability for the following:

  • Establish and execute the initial phase of a substantial, market-leading business
  • Develop market entry plan, and associated execution, for global Family Office business, working closely with other Wealth Services global product groups
  • Engage with c-suites of client organizations across Family Offices
  • Define and execute business plan for Global Family Offices and manage to the P&L, through sales, client relationships, and product strategy
  • Understand and manage through regulatory aspects specific to local geographies
  • Develop relationships with senior global Family Offices to gain understanding of client strategy and wealth services alignment to achieving their strategy
  • Identify and foster strategic partners for global Family Offices for Wealth Platform and Services, in close coordination with other leaders
  • Maintaining frequent communication and collaboration with internal sales and client account teams
  • Work closely with global product teams to ensure product development is tailored to local requirements

What we value
These skills will help you succeed in this role
Ideal Competencies & Experience

  • Track record of managing and deploying investments in key areas to foster business growth
  • Proven experience in managing services and platform business for Family Offices
  • Responsibility running a business with P&L implications
  • Experience in collaborating across the enterprise to deliver business results
  • Track record of successfully developing and executing Go-To-Market strategy
  • Strong executive presence and ability to lead and collaborate cross-functionally
  • Demonstrated ability to develop, grow, and operate greenfield market opportunities
  • Proven skillset in translation of industry / client themes and trends into actionable strategy, partnering effectively with a wide range of internal and external constituents
  • 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 preferred
  • 15+ years of related experience including 10+ years as part of a global leadership team
  • Proven experience successfully recruiting and building world class teams
  • Ability to make tough decisions, to change and adapt quickly, while remaining focused on customers and executing business initiatives
  • Experience managing a large portfolio of clients and building senior level relationships
  • Ability to lead, prioritize and execute on multiple, simultaneous priorities and initiatives
  • Strong management background; ability to work both tactically and strategically
  • A strong leadership profile coupled with 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 drive excellence in work products, services, hiring, etc.


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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll 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:
$225,000 - $337,500 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.

State Street's Speak Up Line

  • Wealth Management Officer

    2 months ago

    Boston, United States Fiduciary Trust Company Full time

    Company OverviewFiduciary Trust Company (“FTC”) is an independent, privately-owned wealth management firm, supervising more than $28 billion of assets for individuals, families, charitable organizations and in custody or administration). Fiduciary Trust was founded in 1885 as a family office and incorporated as a trust bank in 1928. Throughout its...

  • Director, Global Private Wealth

    2 months ago

    Boston, United States Deerpath Capital Full time

    Company Description Deerpath Capital is a leading direct lending firm specializing in providing first lien senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisitions, refinancings, ownership transitions and growth capital to companies in the U.S. lower middle market. Deerpath has investment offices in New...

  • Global Head of Laboratory Automation

    1 month ago

    Boston, United States DSJ Global Full time

    The Global Head of Lab Systems & Automation is accountable for the strategy and global end-to-end lifecycle management of laboratory computerized systems, including robotics and automation solutions in Vaccines R&D. This role provides strong leadership, strategic direction, and focus to implement and maintain automated and/or computerized systems &...

  • Director, Global Private Wealth

    3 weeks ago

    Boston, MA, United States Deerpath Capital Full time

    Company Description Deerpath Capital is a leading direct lending firm specializing in providing first lien senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisitions, refinancings, ownership transitions and growth capital to companies in the U.S. lower middle market. Deerpath has investment offices in New...

  • SVP/Consultant Advisor

    4 weeks ago

    Boston, United States Franklin Templeton Full time

    At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring...

  • Head of Global Performance Measurement

    3 weeks ago

    Boston, United States Fiera Capital Full time

    At Fiera Capital, we invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. Your Growth & Empowerment: We have ambitious...

  • Head of Investment Services and Global Markets Legal, EVP

    3 weeks ago

    Boston, United States State Street Full time

    Role Summary:The Head of Investment Services (IS) and Global Markets (GM) Legal reports directly to the General Counsel for State Street and is responsible for oversight of all legal matters for the IS and GM business units and management of the legal teams dedicated to these businesses. The incumbent in the role serves as the primary legal advisor to the...

  • SVP, Head of Underwriting

    4 weeks ago

    Boston, United States Berkshire Residential Investments Full time

    Company Overview Berkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams. We value individual skills and perspectives to allow us to best serve our employees, investors, residents, and other stakeholders. If you're...

  • SVP, Head of Underwriting

    4 months ago

    Boston, United States Berkshire Residential Investments Full time

    Company Overview Berkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams. We value individual skills and perspectives to allow us to best serve our employees, investors, residents, and other stakeholders. If you’re...

  • Wealth Relationship Manager

    1 month ago

    Boston, United States RecruitHook Full time

    Our client, an ultra high net worth family office, is looking an Wealth Relationship Manager to manage central operations for their highest-tier clients. This critical role involves optimizing workflows, coordinating team members, and streamlining processes for overall efficiency.Responsibilities Overseeing daily operationsManaging client-related...

  • State Street Global Advisors

    2 months ago

    Boston, United States State Street Corporation Full time

    The Global Head of Client Reporting will Lead the operational function for client reporting and factsheets in North America, Europe, and Asia Pacific. The Global Head of Client Reporting will play a critical role in developing and executing the strategy for the evolution of capabilities, services, processes, and technology supporting the delivery of client...

  • Finance Director

    2 weeks ago

    boston, United States Family Office Full time

    The family has a long and successful history in the financial services sector. The family has built a family office team and investment strategy to serve as stewards of the family and its capital. The family office team is responsible for managing all of the family’s accounting and investment management needs, including the management of a diverse...

  • Finance Director

    2 months ago

    Boston, United States Family Office Full time

    The family has a long and successful history in the financial services sector. The family has built a family office team and investment strategy to serve as stewards of the family and its capital. The family office team is responsible for managing all of the family’s accounting and investment management needs, including the management of a diverse...

  • Head of Global Enablement

    3 weeks ago

    Boston, United States Transmit Security Full time

    Job DescriptionJob DescriptionTransmit Security gives businesses the modern tools they need to build secure, trusted and end-to-end digital identity journeys to innovate and grow. CX-focused, cybersecurity conscious leaders rely on Transmit Security's xCIAM platform to provide their customers with smooth experiences protected from fraud across all...

  • Temporary Head of Global Community Experience Optimization

    1 week ago

    Boston, United States Wayfair Full time

    As the Temporary Head of Global Community Experience Optimization at Wayfair, you will lead an initiative to create global standards and structure to our corporate site operations. The Community Experience team is responsible for fostering and nurturing a vibrant and engaged employee community across our global non-supply chain locations. You will shape the...

  • Head of Distribution Technology

    3 weeks ago

    Boston, United States Allspring Global Investments Full time

    COMPANYAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us...

  • Head of Fidelity Insurance Agency

    2 weeks ago

    Boston, United States Fidelity Full time

    Job Description:Head of Fidelity Insurance Agency (FIA)The Head of FIA will be a member of the Wealth Solutions leadership team within Fidelity Wealth. This role is accountable for developing and driving Insurance Protection solutions as part of an overall Wealth offering available to millions of Fidelity’s retail customers. These insurance protection...

  • Head of Fidelity Insurance Agency

    3 weeks ago

    Boston, United States Fidelity Investments Full time

    Job Description: Head of Fidelity Insurance Agency (FIA) The Head of FIA, will be a member of the Wealth Solutions leadership team within Fidelity Wealth. This role is accountable for developing and driving Insurance Protection solutions as part of an overall Wealth offering available to millions of Fidelity’s retail customers. These insurance protection...

  • VP, Global Head of Clinical Data

    1 week ago

    Boston, United States National Black MBA Association Full time

    About AstraZenecaAt AstraZeneca, our people are naturally curious: forever connecting and collaborating to uncover insights that equip us to challenge convention and push boundaries. Our high-performing teams are united by a shared purpose to push the boundaries of science to deliver life-changing medicines, with each member bringing a personal motivation to...

  • Global Head of Sales

    2 weeks ago

    Boston, United States Protex AI Full time

    About us: Protex AI is a VC-backed technology company building a privacy-preserving computer vision platform to enable proactive Health and Safety (EHS) workflows. We leverage the domain knowledge of EHS teams to help our computer vision system understand the concept of danger, preventing accidents before they occur. Every worker has the right to go home...