Responsibilities

• Own Wealth Services product marketing strategy aligned to OKRs and growth priorities, with a focus on adoption, pipeline contribution, and client outcomes
• Define and maintain positioning frameworks, including segment-specific value propositions, messaging hierarchies, and proof points
• Translate complex platform capabilities and AI-led innovation into clear, differentiated narratives tailored by client segment
• Lead competitive and market analysis to inform positioning and go-to-market decisions
• Act as a trusted advisor to Wealth Services leadership on messaging, prioritisation, and go-to-market strategy
• Define and maintain priority client segments and personas (e.g., RIAs, private banks, wealth platforms, intermediaries), including needs, buying triggers, and decision dynamics
• Translate segmentation into targeted messaging frameworks and use-case narratives by audience and buying stage
• Develop and scale persona-led content strategies aligned to client priorities and pain points
• Embed persona thinking across product marketing, digital journeys, campaigns, and sales enablement
• Partner with Sales and Product to refine personas using client feedback, win/loss insights, and market trends

Requirements

• 10+ years in product marketing, go-to-market strategy, or lifecycle marketing within financial services, fintech, or B2B technology
• 5+ years direct experience in wealth management / wealth technology (e.g., platforms, custodians, RIAs, private banks, broker-dealers)
• Proven experience in product positioning, messaging, and content strategy for complex offerings
• Strong experience partnering with Digital and UX teams to improve content journeys and conversion
• Track record of delivering successful product launches and growth initiatives
• Experience operating in a regulated environment, working with compliance and legal
• Strong stakeholder management and executive presence
• Bachelor’s degree required
• MBA or advanced degree preferred

Preferred

• MBA or advanced degree preferred

Benefits

• 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.