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Wealth Practice Manager, VP at State Street - ApplyBlast

Wealth Practice Manager, VP

State Street

4 months ago

3.4 on Glassdoor

Clifton, New Jersey

Hybrid

Full Time

Senior

0 applicants

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About this role

This role oversees wealth consulting teams and serves as a senior subject-matter expert for implementing Charles River Investment Management Solution projects. Responsibilities include managing staffing, developing best practices, and guiding clients through solution configuration, testing, and maintenance. The position also involves optimizing team skills, providing career path guidance, and ensuring successful project delivery within the financial services industry.

Responsibilities

Manage staffing and career path guidance for consulting teams
Lead development of implementation best practices
Serve as subject-matter expert for wealth management projects
Educate clients on solution functionality and operational workflows
Monitor client requirements to identify product enhancements

Skills

Qualifications

BS in FinanceBS in Computer ScienceCFA8+ years of experience

About State Street

statestreet.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1792

View Profile

State Street is a global financial services company offering investment servicing, investment management, markets trading and financing, and data intelligence solutions to institutional clients across 100+ markets. Through its capabilities in custody, accounting, foreign exchange, and proprietary data-driven insights, it helps investors manage risk, access liquidity, and optimize performance. State Street also operates SPDR ETFs and conducts leading market research through its annual Markets Research Retreat.