Head of Product Strategy and Growth - CRD Wealth and Advisor Platforms, MD

📍 Job Overview

Job Title: Head of Product Strategy and Growth - CRD Wealth and Advisor Platforms, MD Company: State Street Location: Burlington, Massachusetts, United States (with potential for Clifton, New Jersey and Berwyn, Pennsylvania) Job Type: FULL_TIME Category: Product Strategy & Management (with GTM and Operations implications) Date Posted: December 19, 2025 Experience Level: 15+ years Remote Status: On-site

🚀 Role Summary

• This senior leadership role focuses on driving strategic product development and growth for State Street's CRD Wealth and Advisor Platforms, aiming to significantly increase platform adoption and revenue.
• The position requires a deep understanding of the wealth tech landscape, including portfolio management, trading, rebalancing, and compliance, to inform product strategy and roadmap definition.
• It involves leading cross-functional teams, fostering strategic partnerships, and establishing robust product governance to ensure successful execution and client success.
• The Head of Product Strategy and Growth will be instrumental in identifying high-value opportunities, aligning resources, and translating market intelligence into actionable product plans within the enterprise software domain.

📝 Enhancement Note: While the title is "Head of Product Strategy and Growth," the responsibilities and industry context (wealth tech, enterprise software) strongly indicate a GTM (Go-to-Market) and operations-adjacent role. Success will hinge on close collaboration with sales, engineering, and professional services, requiring a blend of strategic vision and operational execution for product adoption and revenue growth. The "MD" title suggests a senior leadership position with significant autonomy and impact on business outcomes.

📈 Primary Responsibilities

• Strategic Growth Leadership: Spearhead the development and execution of CRD Wealth's product strategy, leveraging market intelligence, client feedback, and competitive analysis to identify and prioritize high-impact growth opportunities.
• Product Roadmap Development & Execution: Translate strategic vision into a clear, actionable product roadmap, working collaboratively with CRD's Product organization to define priorities and ensure efficient resource allocation for execution.
• Product Governance & Delivery: Establish and maintain a comprehensive product governance framework, overseeing the end-to-end delivery of the CRD Wealth product roadmap, including team leadership, performance tracking, and change management processes.
• Partnership & Ecosystem Development: Proactively identify and cultivate strategic partnerships with complementary wealthtech platforms and service providers to enhance CRD Wealth's value proposition and competitive positioning.
• Market & Competitive Intelligence: Continuously monitor industry trends, the competitive landscape, and evolving regulatory requirements to inform strategic product decisions and maintain a competitive edge.
• Growth Product Oversight: Lead the team responsible for manager/sponsor connectivity and software services, ensuring these offerings align with the overall growth strategy and meet client needs.
• Cross-Functional Alignment: Foster strong collaborative relationships with Engineering, Sales, Marketing, and Professional Services teams to ensure cohesive product execution, successful client onboarding, and overall client satisfaction.

📝 Enhancement Note: The emphasis on "product governance," "delivery," and "cross-functional collaboration" with sales and professional services highlights the operational aspects of this product leadership role. Success will be measured not just by product vision but by the effective implementation and adoption of those products, directly impacting revenue and client retention.

🎓 Skills & Qualifications

Education:

• Bachelor’s degree required.
• MBA or an advanced degree is strongly preferred, indicating a need for strategic business acumen.

Experience:

• Minimum of 15 years of progressive experience in wealth tech, wealth management & advisory, fintech, or enterprise software sectors.
• Demonstrated success in leading large-scale growth initiatives for software products within enterprise environments.
• Proven ability to define and execute product strategy, prioritize resources effectively, and develop comprehensive product roadmaps.
• Experience in fostering and commercializing partnerships with third-party software platforms.
• Familiarity with modern technology stacks including cloud-based platforms, data integration, and open architecture solutions.

Required Skills:

• Strategic Product Vision: Ability to define and articulate a compelling product strategy that aligns with business objectives and market opportunities in the wealth tech space.
• Market & Competitive Analysis: Proficiency in gathering, analyzing, and interpreting market intelligence, competitive landscapes, and regulatory trends to inform strategic decisions.
• Roadmap & Prioritization: Expertise in developing and managing product roadmaps, including effective prioritization frameworks and resource allocation strategies.
• Cross-Functional Leadership: Proven ability to lead and collaborate effectively with diverse teams (Engineering, Sales, Marketing, Professional Services) to drive product success.
• Partnership Development: Skill in identifying, evaluating, and negotiating strategic partnerships to enhance product offerings and market reach.
• Enterprise Software Acumen: Deep understanding of enterprise software product lifecycles, go-to-market strategies, and client adoption drivers.

Preferred Skills:

• Wealth Tech Specialization: In-depth knowledge of CRD Wealth software, portfolio management, trading, rebalancing, compliance, and advisor platforms.
• Cloud & Data Integration: Familiarity with cloud-native architectures, data integration methodologies, and API strategies.
• Product Governance Frameworks: Experience in establishing and managing robust product governance processes.
• Financial Services Industry Expertise: Strong understanding of the broader financial services ecosystem and its regulatory environment.
• Change Management: Ability to effectively drive organizational change associated with new product introductions and strategy shifts.

📝 Enhancement Note: The extensive experience requirement (15+ years) and the "MD" title suggest this role is critical for strategic direction and revenue impact. The emphasis on both strategy and execution, including product governance and cross-functional collaboration, points towards a need for strong operational leadership skills alongside product vision.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Strategic Framework Examples: Evidence of developing and implementing strategic frameworks for product growth, demonstrating how market analysis, client needs, and competitive advantages were leveraged.
• Roadmap Visualization & Documentation: Examples of detailed product roadmaps, including clear articulation of priorities, timelines, resource allocation, and the rationale behind strategic choices.
• Product Governance Case Studies: Documentation showcasing the establishment and management of product governance processes, including how delivery was tracked, risks were mitigated, and change management was handled.
• Partnership Commercialization: Case studies illustrating successful identification, negotiation, and commercialization of strategic partnerships that enhanced product value propositions or market reach.

Process Documentation:

• Strategic Planning Workflows: Documented processes for market intelligence gathering, competitive analysis, and client needs assessment that informed strategic planning.
• Roadmap Prioritization Methodologies: Clear methodologies for prioritizing product features and initiatives based on business value, technical feasibility, and market impact.
• Cross-Functional Collaboration Protocols: Established protocols for seamless collaboration between Product, Engineering, Sales, Marketing, and Professional Services, ensuring alignment and efficient execution.
• Product Delivery & Change Management: Documented processes for managing product delivery, including release planning, quality assurance, and managing organizational change associated with new product rollouts.

📝 Enhancement Note: While not explicitly stating a "portfolio," the responsibilities heavily imply the need for candidates to demonstrate past success through tangible examples of strategic planning, roadmap execution, partnership success, and governance implementation. The focus is on the demonstration of these strategic and operational processes, likely through a combination of resume achievements and interview discussions.

💵 Compensation & Benefits

Salary Range: $170,000 - $267,500 Annual

Benefits:

• Retirement Savings: Company match on 401K contributions, providing a strong foundation for long-term financial planning.
• Comprehensive Insurance: Robust coverage including basic life, medical, dental, vision, and long-term disability, with options for additional coverages.
• Paid Time Off: Generous PTO encompassing vacation, sick leave, short-term disability, and time for family care responsibilities, supporting work-life balance.
• Employee Assistance Program (EAP): Access to confidential support services for personal and professional challenges, promoting employee well-being.
• Incentive Compensation: Eligibility for annual performance-based awards, recognizing contributions to company success (excluding certain sales roles).
• Tax-Advantaged Savings: Participation in certain tax-advantaged savings plans.

Working Hours:

• The role is listed as FULL_TIME, with an implied standard 40-hour work week. Given the senior leadership nature, flexibility may be expected to meet business demands, but a structured approach to managing workload and personal time is encouraged through the benefits provided.

📝 Enhancement Note: The salary range provided is for the primary location (Burlington, MA). The note explicitly states that the applicable range could differ if the candidate works outside of the primary location, indicating potential for regional salary adjustments based on cost of living and market rates in Clifton, NJ, or Berwyn, PA. The benefits package is comprehensive, aligning with typical offerings for senior roles at large financial institutions.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services (specifically, wealth management technology and services). State Street is a global leader in institutional investor services, providing a wide range of solutions from asset servicing to investment management. Company Size: Large Enterprise (State Street is a major global financial institution with thousands of employees). This implies a structured environment with established processes, but also opportunities for significant impact due to the scale of operations. Founded: 1792 (State Street has a long and rich history, suggesting stability, deep industry knowledge, and a commitment to long-term client relationships).

Team Structure:

• Operations Focus: The role operates within State Street Wealth Services, specifically focusing on the CRD Wealth and Advisor Platforms business. This implies a dedicated unit focused on wealth management technology solutions.
• Reporting: As a Managing Director (MD), this role likely reports to a senior executive within Wealth Services or Product Leadership, with direct reports responsible for managing specific aspects of product strategy, growth, and delivery.
• Cross-Functional Collaboration: This role is inherently cross-functional, requiring deep collaboration with Engineering, Sales, Marketing, Professional Services, and potentially Legal/Compliance teams to drive product strategy and adoption.

Methodology:

• Data-Driven Strategy: The emphasis on market intelligence and client needs suggests a data-driven approach to product strategy and roadmap development.
• Agile/Iterative Development: While not explicitly stated, modern enterprise software development, especially in fintech, often involves agile or iterative methodologies for product roadmaps and delivery.
• Client-Centric Innovation: The goal of enabling wealth advisors and achieving better outcomes for clients points to a client-centric approach to product innovation and service delivery.

Company Website: StateStreet.com/careers

📝 Enhancement Note: State Street's position as a long-standing financial institution suggests a culture that values stability, expertise, and client relationships. For an operations-focused role within product strategy, this translates to a need for rigorous process, data integrity, and a deep understanding of regulatory compliance, alongside innovative thinking. The scale of the organization means that successful strategies can have a broad impact.

📈 Career & Growth Analysis

Operations Career Level: Managing Director (MD) - This signifies a senior leadership position with significant strategic responsibility, direct impact on business outcomes, and likely oversight of a team. In operations terms, this is a key strategic leader responsible for the "how" of product adoption and revenue generation for a critical platform. Reporting Structure: The MD will likely report into a VP or SVP of Product Management or a broader Head of Wealth Services. They will manage a team of product managers, strategists, or growth leads, and work closely with leaders in Engineering, Sales, and Client Services. Operations Impact: This role has a direct impact on revenue growth for CRD Wealth. By accelerating platform adoption and driving strategic product development, the Head of Product Strategy and Growth influences State Street's market share, client retention, and overall profitability within the wealth management sector. The success of the CRD Wealth platform is a key operational metric for this business unit.

Growth Opportunities:

• Executive Leadership: Potential to advance to higher executive roles within State Street's Wealth Services division or other product/strategy leadership positions within the broader organization.
• Strategic Influence: Opportunity to shape the future direction of State Street's wealth management technology offerings and influence broader GTM strategies.
• Skill Specialization: Deepen expertise in wealth tech, product strategy, GTM execution, and leadership within a complex financial services environment.
• Mentorship: Opportunity to mentor and develop a team of product professionals, fostering a culture of growth and excellence within the organization.

📝 Enhancement Note: This role is positioned at a high level, offering significant strategic influence. For individuals with a background in operations, product management, or GTM, this provides a clear path to executive leadership within a major financial institution, focusing on the critical intersection of product strategy and revenue generation.

🌐 Work Environment

Office Type: Primarily On-site, with potential for hybrid arrangements depending on team and company policy. The listed locations (Burlington, MA; Clifton, NJ; Berwyn, PA) suggest established corporate offices. Office Location(s): Burlington, Massachusetts; Clifton, New Jersey; Berwyn, Pennsylvania. These are established business hubs, offering access to talent and infrastructure. Workspace Context:

• Collaborative Hubs: Expect a corporate office environment designed to facilitate collaboration, with meeting rooms, common areas, and potentially open-plan workspaces.
• Technology-Rich: Access to State Street's standard enterprise technology stack, including communication tools, CRM systems, and potentially specialized analytics platforms.
• Team Interaction: Frequent opportunities for interaction with direct reports, peers, and senior leadership, fostering a dynamic and communicative work environment.

Work Schedule: Full-time, standard business hours are expected, but the senior nature of the role may require flexibility to accommodate global teams, client needs, and critical project deadlines. The focus will be on achieving strategic objectives and ensuring operational efficiency rather than strict adherence to a clock.

📝 Enhancement Note: As an on-site role at a large financial institution, the work environment will likely be professional and structured. The emphasis on collaboration and cross-functional interaction suggests that effective communication and in-person engagement will be key to success in this role.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: HR or recruiter call to assess basic qualifications, cultural fit, and salary expectations.
• Hiring Manager Interview: In-depth discussion with the direct hiring manager (likely a VP/SVP) to evaluate strategic thinking, leadership experience, and domain expertise.
• Panel Interviews: Sessions with key stakeholders from Engineering, Sales, Marketing, and potentially other Product leaders to assess cross-functional collaboration skills and strategic alignment.
• Case Study/Presentation: A common element for senior roles, this may involve presenting a strategic plan, a product roadmap, or a partnership strategy based on a provided prompt, demonstrating analytical and presentation skills.
• Executive Interview: Final interview with a senior executive (e.g., Head of Wealth Services) to confirm strategic fit and overall suitability for the Managing Director level.

Portfolio Review Tips:

• Strategic Frameworks: Be prepared to discuss how you've developed and implemented product strategies, emphasizing data-driven decision-making and market analysis.
• Roadmap Articulation: Clearly explain your process for roadmap development, prioritization, and how you align product initiatives with business goals. Use visual aids if possible.
• Partnership Success Stories: Detail specific examples of successful partnerships you've forged, including the business case, negotiation points, and measurable outcomes.
• Governance & Execution: Illustrate your experience in establishing product governance and managing product delivery, highlighting your ability to drive execution and mitigate risks.
• Quantifiable Results: Focus on quantifiable achievements – revenue growth, adoption rates, market share increases, partnership ROI – to demonstrate the impact of your work.

Challenge Preparation:

• Strategic Vision: Prepare to articulate your vision for CRD Wealth's future growth and competitive positioning.
• Problem-Solving Scenarios: Anticipate questions about how you would address specific challenges in the wealth tech market, such as competitive threats, technology shifts, or client retention issues.
• Cross-Functional Management: Be ready to discuss how you would navigate complex stakeholder relationships and drive consensus across departments.
• Industry Trends: Stay current on key trends in wealth management, fintech, and enterprise software, and be prepared to discuss their implications for CRD Wealth.

📝 Enhancement Note: For a role at the Managing Director level, especially in product strategy and growth, expect a rigorous interview process that tests strategic acumen, leadership capabilities, and operational execution. Demonstrating a clear, data-backed approach to product strategy and growth, along with strong collaboration and partnership skills, will be crucial.

🛠 Tools & Technology Stack

Primary Tools:

• CRM: Likely Salesforce or a similar enterprise CRM for managing client relationships, sales pipelines, and customer data.
• Product Management Platforms: Tools such as Jira, Confluence, Aha!, or Productboard for roadmap planning, backlog management, and documentation.
• Collaboration Suites: Microsoft 365 (Teams, SharePoint, Outlook) or Google Workspace for communication, document sharing, and project coordination.
• BI & Analytics Tools: Tableau, Power BI, or internal State Street platforms for data analysis, performance tracking, and reporting on product adoption and growth metrics.

Analytics & Reporting:

• Data Warehousing/Lakes: Experience with large-scale data environments and data integration concepts.
• Reporting Dashboards: Proficiency in creating and interpreting dashboards that track key performance indicators (KPIs) related to product adoption, user engagement, and revenue growth.

CRM & Automation:

• Salesforce: Crucial for understanding sales processes, pipeline management, and customer engagement strategies.
• Workflow Automation Tools: Familiarity with how automation can streamline product delivery, client onboarding, or internal processes.
• Integration Platforms: Understanding of how different systems (CRM, product platforms, financial systems) integrate is valuable given the emphasis on partnerships and open architectures.

📝 Enhancement Note: While specific tools are not listed, the role's context in enterprise software and financial services suggests proficiency with standard enterprise-level CRM, project management, communication, and business intelligence tools. An understanding of data integration and cloud platforms is also highly relevant.

👥 Team Culture & Values

Operations Values:

• Client Focus: A deep commitment to understanding and serving the needs of wealth advisors and their clients, driving product development and service excellence.
• Data-Driven Decision Making: Reliance on data and market intelligence to inform strategic choices, prioritize initiatives, and measure success.
• Collaboration & Partnership: Emphasis on working effectively across internal teams (Engineering, Sales, Marketing, Services) and with external partners to achieve shared goals.
• Innovation & Growth: A drive to continuously innovate, improve products, and expand market reach within the wealth tech landscape.
• Integrity & Compliance: Upholding the highest standards of integrity and adhering to regulatory requirements inherent in the financial services industry.

Collaboration Style:

• Cross-Functional Integration: Expect a highly collaborative environment where product strategy is developed and executed in close partnership with other departments.
• Open Communication: A culture that encourages open dialogue, feedback exchange, and transparency across teams to ensure alignment and efficiency.
• Strategic Alignment: Focus on ensuring all team efforts are aligned with the overarching business strategy and growth objectives for CRD Wealth.

📝 Enhancement Note: State Street, as a large financial institution, likely fosters a culture that values professionalism, expertise, and ethical conduct. For this role, the blend of strategic product vision with operational execution requires a collaborative mindset and a commitment to driving tangible business outcomes.

⚡ Challenges & Growth Opportunities

Challenges:

• Market Competition: Navigating a highly competitive wealth tech landscape with established players and emerging innovators.
• Platform Integration: Ensuring seamless integration and interoperability with a diverse range of third-party platforms and services.
• Driving Adoption: Accelerating the adoption of CRD Wealth among target clients, requiring effective GTM strategies and product-market fit.
• Technological Evolution: Keeping pace with rapid technological advancements, including cloud computing, AI, and data analytics, and integrating them into the product roadmap.
• Stakeholder Alignment: Managing diverse stakeholder expectations and priorities across various internal departments and external partners.

Learning & Development Opportunities:

• Executive Leadership Development: Opportunities to hone leadership skills at a senior level within a global organization.
• Industry Exposure: Deep dive into the intricacies of the wealth management technology sector and State Street's broader financial services offerings.
• Strategic Innovation: Direct involvement in shaping innovative product strategies that have a significant market impact.
• Networking: Building a strong professional network within State Street and the broader fintech/wealthtech industry.
• Mentorship Programs: Access to mentorship from senior leaders within State Street to guide career growth and professional development.

📝 Enhancement Note: This role presents significant challenges inherent to leading product strategy in a dynamic industry. However, these challenges are directly tied to substantial growth and learning opportunities, making it an attractive position for ambitious leaders.

💡 Interview Preparation

Strategy Questions:

• "How would you approach developing a product strategy for CRD Wealth to accelerate adoption and revenue growth over the next 3-5 years?" (Focus on market analysis, client segmentation, competitive positioning, and key initiatives.)
• "Describe your process for building and prioritizing a product roadmap. What frameworks do you use, and how do you balance competing demands?" (Highlight your prioritization methodology, stakeholder input, and alignment with business objectives.)
• "How do you identify and vet potential strategic partnerships that can enhance a software platform's value proposition?" (Discuss your approach to partnership evaluation, negotiation, and integration.)

Company & Culture Questions:

• "What do you see as State Street's unique strengths and challenges in the wealth tech market?" (Demonstrate your research and understanding of the company's position.)
• "How would you foster a collaborative environment between Product, Engineering, Sales, and Client Services to ensure successful product delivery and adoption?" (Emphasize your cross-functional leadership and communication style.)
• "How do you measure the success of product strategy and growth initiatives, beyond just revenue?" (Discuss key metrics like adoption rates, client satisfaction, market share, and strategic impact.)

Portfolio Presentation Strategy:

• Structure: Organize your presentation around key achievements: defining strategy, developing roadmaps, executing delivery, forging partnerships, and driving growth.
• Quantify Impact: For each example, clearly articulate the problem, your solution, the actions taken, and the quantifiable results (e.g., X% increase in adoption, Y% revenue growth, Z new partnerships secured).
• Strategic Rationale: Be prepared to explain the "why" behind your decisions – why a particular strategy was chosen, why a partnership was pursued, why certain features were prioritized.
• Conciseness & Clarity: Present complex information clearly and concisely, focusing on the most impactful aspects of your experience relevant to this role.

📝 Enhancement Note: Interview preparation should focus on demonstrating strategic leadership, a deep understanding of the wealth tech market, and a proven ability to drive growth through effective product strategy and execution. Quantifiable results and clear articulation of your methodologies will be key.

📌 Application Steps

To apply for this operations-aligned product leadership position:

• Submit your application through the State Street careers portal via the provided URL.
• Resume Optimization: Tailor your resume to highlight 15+ years of experience in wealth tech, enterprise software, product strategy, and growth initiatives. Use keywords from the job description and emphasize quantifiable achievements in revenue growth, adoption, and partnership development.
• Portfolio Preparation: Be ready to discuss specific examples of product strategies, roadmaps, partnership successes, and governance frameworks you've implemented. Focus on demonstrating your strategic thinking and operational execution capabilities.
• Company Research: Thoroughly research State Street, its wealth management offerings (CRD Wealth), its competitive landscape, and its stated company values. Understand their market position and strategic priorities.
• Interview Practice: Prepare for behavioral and situational questions focusing on leadership, strategy, collaboration, and problem-solving. Practice articulating your experience and vision clearly and concisely.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.