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Chief Financial Officer
State Street. Serve as principal advisor and constructive challenger to the SSIM CEO and leadership team .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in strategic finance, investment management economics, and performance management, with a proven ability to lead financial transformations and influence C-suite decisions. Capable of building high-performing finance organizations while ensuring compliance and effective resource allocation across complex financial services environments.
Highest-signal resume keywords
Strategic FinanceInvestment Management EconomicsPerformance ManagementFinancial Transformation LeadershipResource Allocation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Planning And Analysis (FP&A)BudgetingForecastingExpense ManagementData AnalysisOperating Model RedesignInvestment ArbitrationMarket Sensitivity AssessmentRevenue DynamicsBusiness Portfolio Management
Soft Skills
Effective CommunicationInfluencing Without AuthoritySound JudgmentLeadership DevelopmentCollaborative Culture Building
Tools & Technologies
AutomationAI InvestmentsFinancial Reporting SystemsData Governance
Certifications & Qualifications
MBACPACFA
Industry Keywords
Global Financial ServicesInvestment ManagementRegulatory ComplianceM&AInstitutional ChannelsWealth ManagementDual ReportingGovernance StandardsFinancial ControlsComplex Financial Environments
About the role
Key responsibilities & impact- Serve as principal advisor and constructive challenger to the SSIM CEO and leadership team
- Translate strategy into a multi-year financial framework and operating commitments
- Co-own enterprise performance and resource allocation, including hurdle rates, investment arbitration and corrective action
- Assess business portfolio attractiveness, competitiveness, revenue quality and return profile
- Recommend where to build, buy, partner, reposition, scale or exit
- Represent SSIM’s financial position and priorities to State Street leadership and enterprise Finance
- Lead budgeting, forecasting, long-range planning and management reporting
- Provide integrated analysis of growth, appreciation, flows, retention, fee yield, margins, operating leverage and market sensitivity
- Establish transparent economics across products, capabilities, segments, channels and geographies
- Connect investment performance, flows, pricing and profitability to talent, research, data, platforms and capability decisions
- Drive expense discipline, productivity and quality of earnings
- Lead pricing, fee exceptions and scale-threshold decisions
- Improve visibility into client lifetime value, mandate profitability, revenue sharing, platform costs, sales productivity and distribution returns
- Shape commercial choices across institutional, intermediary, wealth and partnership models
- Lead operating model redesign and technology, data, automation and AI modernization
- Set business case and portfolio governance standards, prioritize investment, track benefits and redirect underperforming initiatives
- Modernize finance processes, systems, data and reporting
- Maintain financial controls, accurate reporting and regulatory, audit and fiduciary compliance across global legal entities
- Partner with Controllership, Treasury, Tax, Risk, Compliance and Legal
- Support regulators, boards and governance committees
- Lead and develop a high-performing global finance organization
- Define accountabilities across business finance, planning, controllership and shared enterprise services
- Build capabilities in investment management economics, commercial finance, data and analytics, transformation finance and strategic transactions
- Create an inclusive, accountable culture and strengthen succession
- Collaborate across SSIM, enterprise Finance, Technology, Operations, HR and other functions
Requirements
What you’ll need- 15+ years of progressive finance leadership experience in large, complex, global financial services organizations, including significant responsibility for a business or business portfolio
- Deep investment management experience, including asset manager economics, flows, fee yield, product and wrapper economics, distribution models, capacity, market sensitivity and revenue dynamics
- Demonstrated impact reallocating resources, improving business mix or economics, challenging underperforming investments and translating strategy into measurable outcomes
- Proven record of leading major business, operating model, technology or data transformation with measurable financial and operational results
- Deep expertise in strategic finance, FP&A, performance management, expense management and resource allocation
- Proven ability to advise and challenge C-suite leaders, influence enterprise decisions without formal authority and communicate effectively with boards and senior stakeholders
- Sound judgment and independence in a highly matrixed, multi-jurisdictional environment with dual reporting and competing priorities
- An undergraduate degree is required
- Preferred: previous service as CFO or senior finance executive of an investment management business
- Preferred: experience across ETFs, index, active, cash, retirement, solutions and alternatives, and institutional, intermediary and wealth channels
- Preferred: direct leadership of M&A, partnerships, integration or business portfolio restructuring
- Preferred: experience with technology, data, automation and AI investments and governance
- Preferred: familiarity with GSIB or other large regulated financial institution regulatory, governance, capital and control expectations
- An MBA, CPA or CFA is preferred
Benefits
Comp & perks- Retirement savings plan (401K) with company match
- Basic life insurance
- Medical insurance
- Dental insurance
- Vision insurance
- Long-term disability insurance
- Optional additional insurance coverages
- Paid vacation
- Paid sick leave
- Short-term disability
- Family care leave/responsibilities support
- Employee Assistance Program
- Incentive compensation, including eligibility for annual performance-based awards
- Certain tax-advantaged savings plans
- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Employee networks