Director of Portfolio Implementation for Wealth Advisory

Company	State Street
Location	Boston, MA, USA, Irvine, CA, USA, Berwyn, PA, USA, Princeton, NJ, USA, Sacramento, CA, USA, Burlington, MA, USA
Salary	$170000 – $252500
Type	Full-Time
Degrees
Experience Level	Expert or higher

10+ years of experience in wealth management, wealth fee-based program development/operations, investment advisory service delivery and operations, and/or investment technology.
Proven track record of delivering end-to-end solutions for complex financial services projects.
Strong understanding of wealth management platforms, fee-based investment advisory services and regulatory considerations.
Proficiency in technical project execution: Adept at translating technical requirements into actionable solutions, including data modelling, API integration, and system testing for wealth applications.
Excellent project management, communication, and analytical skills.

Participate in the ongoing development of product/service strategy for wealth investment advisory services to wealth management providers (e.g. banks, BDs, RIAs) to include portfolio rebalancing, overlay management, and portfolio personalization services such as tax optimization, implementation of tax/risk transition strategies, and direct indexing.
Collaborate with cross-functional teams across Charles River Development, State Street, State Street Global Advisors, and external partners to ensure alignment with client needs and strategic objectives.
Manage the design and delivery of proof-of-concept initiatives, as well as prospective client investment product/service development, and oversee their implementation into scalable solutions.
Provide sales and product/service development support with some subject matter expertise in wealth advisory services such as overlay management of SMA/UMA and other fee-based programs, high-volume fund and ETF model rebalancing, and portfolio personalization including tax optimization and direct indexing.