Business Strategy and Planning, AVP

What are we looking for

The ideal candidate is a senior individual contributor responsible for shaping, analyzing, and executing high‑impact strategic initiatives in complex, matrixed environments. This role applies rigorous research, structured problem definition, and analytical thinking to frame complex business and operational issues, generate actionable insights, and improve enterprise decision‑making.

The ideal candidate brings a strong background in strategy research and initiative execution, with a proven ability to translate ambiguity into clear priorities, business cases, and execution plans. This role requires independent judgment, strong facilitation and stakeholder influence skills, and the ability to manage multiple initiatives in parallel while meeting aggressive timelines.

About Business Line

State Street Investment Services, Product Office

Key Responsibilities

Business Problem Definition

• Identify and frame complex business and operational problems into clear opportunity statements, hypotheses, and decision paths.

• Define project objectives, success metrics, scope boundaries, assumptions, dependencies, and risks.

• Synthesize qualitative and quantitative inputs into actionable insights and recommendations

• Build business cases and scenario analyses to guide prioritization, operating model changes  

Initiative Execution

• Drive and support key strategy, research, and process‑improvement initiatives, ensuring alignment with organizational priorities and measurable outcomes

• Develop presentations, scorecards, and other summaries that highlight status, trends, risks and opportunities

• Develop detailed project plans: workstreams, milestones, governance cadence, and communication plan.

• Establish delivery mechanisms: RACI, operating rhythms, decision forums, escalation paths, and documentation standards.

Stakeholder Management & Communication

• Lead end‑to‑end planning and execution of executive forums, including agenda design, stakeholder alignment, content creation, logistics, and follow‑up on actions/ takeaways

• Build alignment across senior leaders and partner teams through structured updates and crisp storytelling

• Run working sessions, decision meetings, and corresponding follow-ups, document decisions and action items

Skills & Knowledge

Qualification & Certifications

• 12+ years of experience in strategic research, corporate strategy, business transformation, consulting, or related roles within financial services or similarly complex, regulated environments

• Prior experience working in top‑tier consulting firms and/or internal corporate strategy, transformation, or process‑excellence teams with regular exposure to senior leadership and the C‑suite

• Demonstrated experience leading complex strategic initiatives (e.g., operating model changes, growth strategies, regulatory or risk impact assessments, investment or prioritization cases) from problem definition through execution

• Strong command of structured problem‑solving, strategy frameworks, and research methodologies to develop executive‑ready insights and recommendations

• MBA or equivalent advanced degree preferred; professional certifications (e.g., CFA, CA)

Primary Skills (Must Have)

• Good knowledge of investment management/servicing industry

• Excellent proficiency with MS Office, including structuring, charting and visualization

• Experience with producing content for and presenting to the executive-level

• Experienced professional, eloquent, organized and disciplined; effectively work in a globally diverse and matrixed environment

• Ability to adapt to shifting priorities, meet deadlines and effectively execute in a fast-paced environment

• Ability to work independently and collaboratively 

• Proactive approach to problem-solving; Self-motivated and goal-oriented

• Excellent communication skills and written skills. Must have the ability to comfortably interact & communicate with all levels of the organization

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. 

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. 

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. 

State Street is an equal opportunity and affirmative action employer. 

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.

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