Hiring.Camp

Head of Advisor Platforms & Strategic Partnerships, EVP

Statestreet

·

Sep 9, 2026

Apply
Salary
$300k – $413k
Location
BOSTON, United States of America
Type
Full-time
Department
IT
Seniority
VP
Closing date
Today
Source
Workday

Description

Head of Advisor Platforms & Strategic Partnerships — Alpha Platform & Software

State Street Alpha Platform & Software 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 Advisor Platforms & Strategic Partnerships will contribute to realizing this vision by assuming responsibility for managing and growing the Alpha Platform & Software Wealth Business — $100M (~20% of CRD revenue) book of business with 45+ clients and 20+ headcount. The Head of Advisor Platforms will be accountable for all aspects of CRD Wealth including revenue/sales, implementations, product, technology, engineering and client support.

In addition, as a leader within a newly formed organization, the Head of Advisor Platforms will play a pivotal role in establishing, cultivating, and scaling strategic partnerships — both internally across State Street's business units and externally with technology providers, distribution partners, fintechs, and industry consortia — to accelerate growth, expand market reach, and strengthen the platform's competitive position.

Key Responsibilities

  • Serving as the recognized leader of the CRD Wealth business
  • Leading CRD's wealth software strategy by thinking holistically about the industry ecosystem, focusing on client needs, the competitive landscape, and regulatory trends
  • Owning global P&L for CRD Wealth business, including product development, sales and bookings, implementations, client support and identifying potential M&A opportunities
  • Defining and executing a strategic partnership agenda for the new organization — identifying, evaluating, negotiating, and operationalizing alliances, integrations, and ecosystem relationships that create differentiated value and unlock new revenue streams
  • Building and managing a partnership portfolio across Alpha Platform & Software vendors, custodians, data providers, distribution channels, and fintech innovators, ensuring alignment with the platform's growth strategy and target business outcomes
  • Leading market expansion domestically and globally, including identifying potential markets for growth
  • Leveraging strategic partnerships to enter new markets, extend platform capabilities, and reach new client segments more rapidly than organic build alone would allow
  • Developing and nurturing high-value talent through identifying, attracting, coaching, and retaining employees to support the business
  • Driving business cases and deploying investments to expand the platform and achieve target business benefits and foster business growth
  • Structuring partnership business cases, commercial models, and joint go-to-market plans, and overseeing the governance and performance management of key alliances
  • Bringing industry credibility with senior leadership of tier one firms and other centers of influence
  • Fostering strong relationships with senior and executive management for the largest, most complex clients
  • Serving as the primary executive sponsor and relationship owner for strategic partners, representing the new organization at the most senior levels and positioning State Street as a partner of choice in the wealth ecosystem
  • Navigating complex organizational situations to build a common understanding and align on the path to improve the end-to-end client experience and outcomes
  • Orchestrating cross-functional collaboration and alignment across a newly established organization to integrate partners seamlessly into the operating model, product roadmap, and client experience
  • Building strong, collaborative relationships with peers across Wealth Services and the enterprise

Salary Range:

$300,000 - $412,500 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 comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

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.

Similar Jobs

30

Head of Advisor Channel Activation

Renpsg·Remote·Remote

2w ago

SVP-Client Advisor, Head of Office

The Whittier Trust Company·Austin, Texas

3w ago

Head of Advisor Onboarding & Development

Vanguard·Malvern, Pennsylvania

1mo ago

Head of Advisor Onboarding & Development

Vanguard·Malvern, Pennsylvania

1mo ago

Head of Advisor Education Marketing Strategy

NT Careers·Chicago, Illinois

4mo ago

Head of National Advisor Recruiting

Raymond James·Saint Petersburg, St.-Petersburg·Hybrid

3w ago

VP, Head of New Advisor Talent Development & Strategy

Raymond James·Saint Petersburg, St.-Petersburg

3mo ago

SVP, Head of Donor & Advisor Engagement

Fmr·US·Remote

4mo ago

Fractional Chief Financial Officer / Head of Finance (Advisor Network) Opportunity Overview

Arootah·Remote·Remote

5mo ago

Family, Career and Community Leaders of America (FCCLA) Advisor - Head

Burnsville-Eagan-Savage School District

1w ago

Fractional Head of Business Development (Advisor Network) Opportunity Overview

Arootah·Remote·Remote

5mo ago

Head of Advisory

Msamlin·London, England·Hybrid

1mo ago

EVP, Head of Advisory & Brokerage, Banking & Lending, and Product Legal

Lplfinancial·New York City, New York +1

3w ago

Head of Advisory - UK

Theapexgroup·London, England

4mo ago

Americas Head of Equity Advisory / Direct to Desk - Director

Citi Bank·388 GREENWICH STREET - TOWER, US·Hybrid

1w ago

Americas Head of Equity Advisory / Direct to Desk - Director

Citi Bank·New York City, New York

1w ago

Head of Compliance Advisory and Policy

Quilter·London, England +1

2w ago

Head of Derivatives Advisory

Open Positions·Hong Kong +2

1mo ago

Head of Lending Advisory, West Coast

Citi Bank·US·Hybrid

1mo ago

Head of Accounting & Advisory Partnerships

Rillet·San Francisco, California·Hybrid

1mo ago

Head of Lending Advisory, West Coast

Citi Bank·East Los Angeles, California +2

1mo ago

Head of Client Advisory Services (Remote Europe/ Berlin)

Good Carbon Co·Berlin, State of Berlin

3mo ago

Head of Security Advisory

Peopleplus·Thailand

6mo ago

Head of Tax Advisory

Catalyst Labs·Marsa, Il-Marsa

7mo ago

Executive Director, Head of GFC Advisory for Private Wealth Management (PWM) Asia

Morgan Stanley·Hong Kong

7mo ago

Executive Director, Head of GFC Advisory for Private Wealth Management (PWM) Asia

Ms·Hong Kong

7mo ago

Knowledge Director – Head of Corporate Transactions & Advisory

Clifford Chance·London, England·Onsite

1mo ago

Head of Private Wealth Advisory

Firstnational·Fort Collins, Colorado +2

1mo ago

Head of Managed Solutions Advisory

Ocbc·Singapore

2mo ago

Head of Accounting and Advisory Firm Management

Athene·US

4mo ago