Who We are looking for

Act as the enterprise product and portfolio leader for Data & AI , defining strategy, owning the roadmap, and ensuring disciplined execution and value realization-while delivering clear, compelling communication to internal and external stakeholders.

What you will be responsible for

The Head of Data & AI Strategy, Portfolio & Value serves as the central product and portfolio management authority for all Data & AI initiatives across State Street.

This role operates at the intersection of strategy, product management, and executive communication , ensuring that Data & AI investments are:

• Strategically aligned to business priorities
• Structured as coherent, product-oriented roadmaps
• Transparently tracked and measured for value
• Effectively communicated to employees, clients, and investors

The role requires a leader who combines deep understanding of data and AI platforms with modern product management discipline and the ability to deliver high-quality executive narratives and artifacts .

This leader will run a small, high-impact team responsible for managing the end-to-end Data & AI portfolio, driving roadmap clarity, and producing high-quality materials for executive, board, client, and investor consumption.

Success is measured by clarity of strategy, portfolio discipline, roadmap execution, and quality of internal and external communication .

What you will be responsible for

Enterprise Data & AI Strategy

• Define and evolve the enterprise Data & AI strategy aligned to:
  • Business priorities across State Street
  • Platform-led transformation objectives
  • Emerging industry and technology trends
• Translate strategy into clear product-aligned roadmaps across:
  • Data platforms
  • AI platforms (ML, GenAI, Agentic AI)
  • Enterprise AI use cases

Product & Portfolio Management

• Act as the enterprise product manager for the Data & AI portfolio
• Own the end-to-end lifecycle of the portfolio, including:
  • Intake and shaping of initiatives
  • Prioritization and sequencing
  • Roadmap definition and maintenance
• Structure initiatives as products and capabilities, not one-off projects
• Ensure alignment across:
  • Platform teams (Data & AI Platforms)
  • Enablement teams
  • Lines of Business

Roadmap Ownership & Execution Tracking

• Maintain a single, integrated enterprise roadmap for Data & AI
• Drive deep tracking of delivery against roadmap commitments, including:
  • Milestones
  • Dependencies
  • Outcomes
• Establish strong portfolio discipline through:
  • Regular reviews
  • Progress reporting
  • Issue escalation and resolution
• Ensure transparency across senior stakeholders

Value Realization & Outcome Measurement

• Define and implement clear value realization frameworks, including:
  • Revenue growth
  • Cost efficiency and productivity gains
  • Client impact and experience
• Track outcomes at both:
  • Initiative level
  • Portfolio level
• Establish fact-based reporting of realized vs. expected value

Executive, Investor & Client Communication

• Own creation of high-quality strategic and product narratives for:
  • Executive leadership and Board
  • Investor communications
  • Client engagement and differentiation
• Develop polished artifacts including:
  • Strategy decks
  • Roadmaps and capability models
  • Progress and value realization reports
• Translate complex Data & AI capabilities into clear, compelling business stories

Demand Shaping & Use Case Definition

• Partner with Lines of Business to:
  • Identify high-value opportunities
  • Shape them into well-defined product use cases
• Ensure strong linkage between:
  • Business outcomes
  • Platform capabilities
  • Roadmap priorities

Portfolio Governance (Execution Discipline, Not Control)

• Establish a lightweight but rigorous portfolio management operating model
• Drive consistency in:
  • Initiative definition
  • Prioritization criteria
  • Tracking and reporting
• Enable faster decision-making through structured portfolio insights

Team Leadership

• Build and lead a small, high-performing team covering:
  • Product and portfolio management
  • Strategy and roadmap planning
  • Executive communication and content development
• Foster a culture of:
  • Precision and clarity
  • Strong execution discipline
  • High-quality, polished output

• Education and Preferred Qualifications
• Senior leadership experience in product management, strategy, or portfolio leadership, preferably in:
  • Leading technology firms
  • Financial services or peer institutions
• Strong background in:
  • Data platforms and data strategy
  • AI/ML, Generative AI, and emerging AI capabilities
• Proven track record as:
  • A product-oriented leader, not just a strategist
  • A portfolio operator managing complex, cross-functional initiatives
• Exceptional ability to create executive-level and external-facing content
• Strong understanding of:
  • Product roadmaps
  • User journeys
  • Platform adoption dynamics

Leadership Profile

• Product-first thinker with strong strategic orientation
• Highly structured, detail-oriented, and execution-focused
• Exceptional communicator with ability to influence at the executive level
• Comfortable operating across business, technology, and client contexts
• Brings a high bar for quality, clarity, and storytelling

Salary Range:
$225,000 - $337,500 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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