Who we are looking for
State Street Wealth Services is seeking a dynamic executive to serve as the Head of Wealth Merger Integration. This role will be pivotal for executing on inorganic growth strategy and serving as first line of defense for the business unit. You will play a key role in driving key initiatives and delivering on strategic goals in an evolving organization.
Why this role is important to us
State Street Wealth Services seeks to enable wealth advisors and their investment managers to achieve better outcomes for their clients and themselves, thereby enabling revenue growth across all areas of State Street. Reporting directly to the Global Head of Wealth Services, this role will contribute to realizing this vision by driving business growth through executing on inorganic growth strategy. Involved in M&A activity for Wealth Services from deal execution to ongoing integration efforts. Responsible for developing and executing on full integration plans including serving as first line of defense for risk mitigation, leading all aspects of acquisition / merger integration; identifying and managing synergies and budget implications and driving accountability with clear goals, objectives, and metrics. Will be responsible for aligning the organization through effective communications and partnership with key stakeholders. Join us if making your mark in an ever-changing, increasingly complex and competitive industry is a challenge you are up for.
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What you will be responsible for
The Head of Wealth Merger Integration is responsible for managing a wide range of activities for the business, including:
- Ensure comprehensive integration plan is in place to most efficiently and effectively achieve expected financial and business outcomes
- Coordinate stakeholders for specific functional level workstreams and post deal integration efforts
- Identify project goals and milestones and provide executive level updates and reporting
- Responsible for facilitating and monitoring completion of key post-deal integration activities including achievement of synergy goals
- Realize deal objectives and adhere to budget
- Ensures all acquisition related regulatory requirements are met and potential risks are mitigated
- Serves as ongoing First Line of Defense for risk management matters related to the Wealth Services business
What we value
These skills will help you succeed in this role:
Ideal Competencies & Experience
- Track record in successfully standing up and executing merger integration programs
- Proven experience successfully recruiting and building world class teams
- Ability to make tough decisions, to change and adapt quickly, while remaining focused on customers and executing business initiatives
- Ability to lead, prioritize and execute on multiple, simultaneous priorities and initiatives
- Strong management background; ability to work both tactically and strategically
- A strong leadership profile coupled with outstanding verbal and written communications.
- Superb business judgment and ability to think through complex business issues.
- Critical assessment capability -ability to maintain a very high bar and drive excellence in work products, services, hiring, etc.
- Creative, outcome-driven influencer with demonstrated leadership and exceptional talent development capabilities
Education & Preferred Qualifications
- Undergraduate degree minimum and graduate degree preferred
- 15+ years of related experience including 10+ years as part of a global leadership team
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range:
$225,000 - $337,500 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
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.
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