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Wealth Custody & Clearing - Product AVP
full-timePrinceton, Boston, Sacramento, Irvine$80k - $140k

Summary

Location

Princeton, Boston, Sacramento, Irvine

Salary

$80k - $140k

Type

full-time

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About this role

Who we are looking for

Wealth Custody and Clearing is seeking an Assistant Vice President of Product Management to drive the global product buildout for our introducing broker-dealer and wealth custody platform. This Assistant Vice President will be responsible for end-to-end product ownership—including design, development, third-party integrations, and ongoing enhancement of key platform capabilities. The ideal candidate will have deep experience across: account onboarding, cash management, transfers, trading, rebalancing, performance reporting, fee-billing, clearing, and third-party integrations, with a proven track record of launching and scaling innovative wealth and custody solutions across multiple markets. A strong background in leveraging AI to drive product innovation and operational efficiency is essential. This role reports to Wealth Custody and Clearing, Vice President of Product Management & Strategy and will be based in Boston, MA, Austin, TX, Irvine, CA, Sacramento, CA or another strategic global location.

Why this role is important to us

As Wealth Custody and Clearing expands its global footprint, the Assistant Vice President of Product Management will own multiple components of our overall product roadmap. This leader will ensure our platform delivers differentiated value to clients, supports seamless integration with third-party providers, and remains at the forefront of digital and AI-driven transformation. The role is critical to our ability to compete globally, deliver exceptional client experiences, and maintain operational and regulatory excellence.

What you will be responsible for

  • Own the end-to-end product lifecycle for multiple components of the wealth custody and clearing platform, from ideation and design through launch, enhancement, and sunset.
  • Support the buildout of new product capabilities, examples include trading, rebalancing, account onboarding, cash management, performance reporting, fee-billing, and advisor/client-facing tools.
  • Drive the integration of third-party solutions, APIs, and fintech partnerships to expand platform capabilities and accelerate time-to-market.
  • Champion the adoption of AI and advanced analytics to enhance product features, automate workflows, and optimize client and advisor experiences.
  • Work closely with internal engineering teams to prioritize product features, manage development sprints, and ensure alignment between product vision and technical execution.
  • Manage third-party product roadmaps, collaborating with external partners to ensure deliverables are aligned, delivered on time, and within budget.
  • Collaborate with technology, operations, compliance, and business development teams to deliver scalable, secure, and compliant solutions.
  • Monitor industry trends, competitive landscape, and regulatory developments to ensure our platform remains innovative and differentiated.
  • Engage with clients, advisors, and partners to gather feedback, validate product concepts, and drive continuous improvement.
  • Prepare presentations for executive leadership, boards, and external stakeholders on product vision, strategy, and performance.
  • Foster a culture of innovation, agility, and accountability within the product organization.

What we value

  • Deep expertise in product management for wealth custody, clearing, trading, and digital wealth platforms.
  • Global perspective and experience managing products across multiple markets and regulatory environments.
  • Strategic thinker with strong execution skills and the ability to lead cross-functional teams.
  • Excellent communication and stakeholder management skills.
  • Digital-forward mindset and passion for transforming the wealth management industry.

 

Education & Preferred Qualifications

  • Undergraduate degree required; graduate degree preferred.
  • 5+ years of related experience
  • Demonstrated experience building and managing global wealth and custody products.

Salary Range:

$80,000 - $140,000 Annual

The range quoted above applies to the role in the location specified. If the candidate would ultimately work outside of the location above, the applicable range could differ.

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.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

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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Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Other facts

Tech stack
Product Management,Wealth Custody,Clearing,Trading,Digital Wealth Platforms,AI,Third-Party Integrations,Performance Reporting,Cash Management,Account Onboarding,Rebalancing,Stakeholder Management,Strategic Thinking,Operational Efficiency,Compliance,Innovation

About State Street

At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.
With over 200 years of global financial leadership, we equip institutional investors through a comprehensive suite of capabilities:

Investment Services: Integrated front-to-back solutions across custody, accounting, and operations.

Investment Management: Index and active strategies from one of the world’s largest asset managers.

Markets: Multi-asset trading, FX solutions, and data-driven research to enhance portfolio value.

Who We Are
• 50,000+ employees worldwide
• Active in 100+ markets
• #1 in ETF servicing

What You’ll Find Here
• Executive perspectives and thought leadership
• Timely market commentary and macro insights
• Our views on investment operations, ETFs, private markets, and digital finance
• Stories reflecting our culture, values and commitment to diversity and inclusion

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 1792

What you'll do

  • The Assistant Vice President will own the end-to-end product lifecycle for the wealth custody and clearing platform, driving the integration of third-party solutions and championing AI adoption. This role is critical for ensuring the platform delivers value to clients and remains innovative.

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Frequently Asked Questions

What does State Street pay for a Wealth Custody & Clearing - Product AVP?

State Street offers a competitive compensation package for the Wealth Custody & Clearing - Product AVP role. The salary range is USD 80k - 140k per year. Apply through Clera to learn more about the full compensation details.

What does a Wealth Custody & Clearing - Product AVP do at State Street?

As a Wealth Custody & Clearing - Product AVP at State Street, you will: the Assistant Vice President will own the end-to-end product lifecycle for the wealth custody and clearing platform, driving the integration of third-party solutions and championing AI adoption. This role is critical for ensuring the platform delivers value to clients and remains innovative..

Why join State Street as a Wealth Custody & Clearing - Product AVP?

State Street is a leading Financial Services company. The Wealth Custody & Clearing - Product AVP role offers competitive compensation.

Is the Wealth Custody & Clearing - Product AVP position at State Street remote?

The Wealth Custody & Clearing - Product AVP position at State Street is based in Princeton, New Jersey, United States and Boston, Massachusetts, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Wealth Custody & Clearing - Product AVP position at State Street?

You can apply for the Wealth Custody & Clearing - Product AVP position at State Street directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about State Street on their website.