Business Strategy and Planning, AVP

What are we looking for The ideal candidate will bring extensive experience in strategy research, and executive advisory support, with a proven track record of leading lean high-performing teams and driving results within complex, global organizations.

This individual will combine rigorous analytical capabilities with a consulting-oriented mindset, demonstrating the ability to structure ambiguous problems, develop fact-based insights, and translate findings into actionable recommendations that inform senior leadership decisions.

This role requires a strategic thinker who can independently manage multiple high-priority workstreams, balance long-term strategic initiatives with near-term business demands, and consistently deliver high-quality outputs under tight deadlines.

A demonstrated ability to develop structured presentations, board-level materials, strategic assessments, and executive briefings is essential. In addition, the candidate must be a strong people leader with exceptional stakeholder management, facilitation, and communication skills.

About Business Line State Street Investment Services, Product Office Key Responsibilities: Lead projects involving strategic research, market intelligence, competitive analysis, and regulatory insights that support product office objectives.

Serve as a strategic thought partner to senior leaders by identifying emerging industry trends, market shifts, client needs, competitive developments, and regulatory changes that may impact State Street's products, services, and growth priorities.

Structure and deliver executive-level presentations, including strategic assessments, market studies, business cases, and industry reports. Lead complex, hypothesis-driven research initiatives by synthesizing information from multiple sources and translating findings into actionable insights, strategic options, and recommendations for decision-makers.

Drive the development of thought leadership content by collaborating with subject matter experts to produce insights on industry trends, market developments, regulatory themes, and evolving client expectations. Develop structured strategic narratives and executive-ready presentations that effectively communicate research findings, strategic implications, and recommendations to senior stakeholders.

Manage multiple concurrent strategic initiatives, ensuring timely execution, high-quality outputs, effective stakeholder engagement, and alignment with organizational priorities. Mentor and develop team members by promoting analytical rigor, consulting-style problem solving, structured communication, and a culture of continuous learning and excellence.

Foster strong cross-functional relationships and influence stakeholders across the organization to enable evidence-based decision-making and successful execution of strategic initiatives. Skills & Knowledge Qualification & Certifications 14+ years’ experience in investment management/ servicing industry or, in general, financial services industry, MBA/CFA/CA preferable Prior experience working with consulting companies or in internal corporate strategy teams working with the C-suite Strong expertise in applying structured problem-solving approaches, consulting frameworks, and research methodologies to address complex business challenges and develop actionable recommendations.

Excellent executive communication and storytelling skills, with the ability to influence senior stakeholders through compelling narratives, structured analysis, and recommendations. Deep understanding of industry trends, market dynamics, competitive landscapes, and regulatory developments across the financial services ecosystem.

Proven experience leading, mentoring, and developing high-performing teams while managing multiple strategic priorities in a fast-paced, matrixed environment. 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 Secondary Skills (Good to Have) 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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