Wealth Services Product & Lifecycle Marketing, VP

The VP, Wealth Services Product & Lifecycle Marketing leads product and platform marketing strategy, solutions content, and end-to-end client lifecycle marketing for State Street’s Wealth Services business.

This role is accountable for translating Wealth Services’ commercial priorities into clear positioning, compelling product narratives, and high-performing digital and lifecycle experiences that drive awareness, adoption, and revenue growth across the client journey.

Operating at the intersection of Product, Sales, Digital, and UX, this leader owns how clients discover, understand, adopt, and expand their use of Wealth Services solutions - ensuring that product capabilities are continuously understood, valued, and adopted.

The role will also define and operationalize client segmentation and personas, ensuring all product marketing, content, and lifecycle programs are targeted, relevant, and aligned to the specific needs, behaviors, and buying journeys of priority wealth client segments.

This position is critical to advancing key growth priorities, including scaling CRD Wealth, supporting the global rollout of Wealth Custody & Clearing, expanding ecosystem partnerships, and strengthening State Street’s position in AI-enabled wealth technology and services.

Key Responsibilities

1) Product Marketing Strategy, Positioning & Messaging

• Own Wealth Services product marketing strategy aligned to OKRs and growth priorities, with a focus on adoption, pipeline contribution, and client outcomes
• Define and maintain positioning frameworks, including segment-specific value propositions, messaging hierarchies, and proof points
• Translate complex platform capabilities and AI-led innovation into clear, differentiated narratives tailored by client segment
• Lead competitive and market analysis to inform positioning and go-to-market decisions
• Act as a trusted advisor to Wealth Services leadership on messaging, prioritisation, and go-to-market strategy

2) Client Segmentation, Personas & Targeted Content

• Define and maintain priority client segments and personas (e.g., RIAs, private banks, wealth platforms, intermediaries), including needs, buying triggers, and decision dynamics
• Translate segmentation into targeted messaging frameworks and use-case narratives by audience and buying stage
• Develop and scale persona-led content strategies aligned to client priorities and pain points
• Embed persona thinking across product marketing, digital journeys, campaigns, and sales enablement
• Partner with Sales and Product to refine personas using client feedback, win/loss insights, and market trends

3) Product Content Strategy & Execution (Core Capability)

• Own the Wealth Services product content system, structured around client personas, buying stages, and lifecycle moments from awareness through adoption and expansion
• Lead development of high-impact, conversion-oriented content including:Website and solution pages, UX copy, and journey-based content modules
• Product explainers, demos, and video scripts
• Sales enablement materials (decks, one-pagers, FAQs, talk tracks, battlecards)
• Case studies, client outcomes, and partner narratives

• Translate technical platform capabilities into simple, compelling, client-relevant stories
• Establish content governance ensuring consistency, clarity, and compliance across all outputs

4) Digital Experience & UX Partnership

• Partner with Digital and UX teams to shape the end-to-end Wealth Services digital experience, particularly website structure and conversion paths
• Influence information architecture, page hierarchy, UX flows, and storytelling frameworks
• Ensure digital journeys are persona-aware, with tailored pathways, messaging, and content by segment and use case
• Use performance data to continuously optimise engagement, journey progression, and conversion rates

5) Capability Launches & Lifecycle Marketing

• Lead capability launches across Wealth Services (new capabilities, market entries, major releases), including:Positioning and messaging
• Release planning and sequencing
• Multi-channel activation and content rollout
• Sales readiness and enablement

• Build lifecycle programs that drive:Awareness and education
• Adoption and usage
• Expansion and cross-sell opportunities

• Ensure launches deliver sustained adoption and commercial impact, not just initial awareness

Experience & Qualifications

• 10+ years in product marketing, go-to-market strategy, or lifecycle marketing within financial services, fintech, or B2B technology
• 5+ years direct experience in wealth management / wealth technology (e.g., platforms, custodians, RIAs, private banks, broker-dealers)
• Proven experience in product positioning, messaging, and content strategy for complex offerings
• Strong experience partnering with Digital and UX teams to improve content journeys and conversion
• Track record of delivering successful product launches and growth initiatives
• Experience operating in a regulated environment, working with compliance and legal
• Strong stakeholder management and executive presence

Education

• Bachelor’s degree required
• MBA or advanced degree preferred

Salary Range:

$110,000 - $188,750 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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