Responsibilities

• The VP, Wealth Services Product & Lifecycle Marketing leads product and platform marketing strategy, solutions content, and end-to-end client lifecycle marketing for State Street’s Wealth Services business.
• This role is accountable for translating Wealth Services’ commercial priorities into clear positioning, compelling product narratives, and high-performing digital and lifecycle experiences that drive awareness, adoption, and revenue growth across the client journey.
• Operating at the intersection of Product, Sales, Digital, and UX, this leader owns how clients discover, understand, adopt, and expand their use of Wealth Services solutions - ensuring that product capabilities are continuously understood, valued, and adopted.
• The role will also define and operationalize client segmentation and personas , ensuring all product marketing, content, and lifecycle programs are targeted, relevant, and aligned to the specific needs, behaviors, and buying journeys of priority wealth client segments .
• This position is critical to advancing key growth priorities, including scaling CRD Wealth , supporting the global rollout of Wealth Custody & Clearing , expanding ecosystem partnerships, and strengthening State Street’s position in AI-enabled wealth technology and services .
• 1) Product Marketing Strategy, Positioning & Messaging
• - 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

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