Chief Financial Officer

State Street

. Serve as a principal advisor and constructive challenger to the SSIM CEO and leadership team .

Posted 10/27/2026full-timeUnited StatesLead💰 $225,000 - $337,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in strategic finance, investment management economics, and resource allocation, with a proven ability to lead financial transformations and advise C-suite executives. Capable of driving measurable outcomes through effective budgeting, forecasting, and performance management in a complex, global financial services environment.

Highest-signal resume keywords

Strategic FinanceInvestment Management EconomicsPerformance ManagementM&A LeadershipFinancial Transformation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BudgetingForecastingResource AllocationPerformance ManagementFinancial ReportingValuationDue DiligenceExpense ManagementData AnalysisRegulatory Compliance

Soft Skills

InfluencingCommunicationJudgementCollaborationLeadership

Tools & Technologies

AutomationAI InvestmentsFinancial SystemsData Analytics

Certifications & Qualifications

MBACPACFA

Industry Keywords

Financial ServicesInvestment ManagementGlobal Financial InstitutionGovernanceRegulatory Compliance

About the role

Key responsibilities & impact

Serve as a principal advisor and constructive challenger to the SSIM CEO and leadership team
Translate strategy into a multi-year financial framework and clear operating commitments
Co-own enterprise performance and resource allocation, including setting hurdle rates and arbitrating competing investments
Assess SSIM’s business portfolio and 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 partnerships, acquisitions and divestitures, including thesis development, valuation, due diligence, structuring, integration planning and post-investment accountability
Lead budgeting, forecasting, long-range planning and management reporting
Provide integrated analysis of growth, flows, retention, fee yield, margins, operating leverage and market sensitivity
Establish transparent economics across products, capabilities, client segments, channels and geographies
Connect investment performance, pricing and profitability to talent, research, data, platforms and capability decisions
Drive expense discipline, productivity and durable earnings quality
Provide financial leadership for pricing, fee exceptions and scale thresholds
Improve visibility into client lifetime value, mandate profitability, revenue sharing, platform costs 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 and track benefits
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 engagement with 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 capability 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 command of asset manager economics including 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 relying on formal authority and communicate effectively with boards and senior stakeholders
Sound judgement and independence in a highly matrixed, multi-jurisdictional environment with dual reporting and competing business and enterprise priorities
Previous service as CFO or senior finance executive of an investment management business (preferred)
Experience across a broad product range, such as ETFs, index, active, cash, retirement, solutions and alternatives, and across 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 with the governance required to convert them into measurable business value (preferred)
Familiarity with the regulatory, governance, capital and control expectations of a GSIB or other large regulated financial institution (preferred)
An undergraduate degree is required; an MBA, CPA or CFA is preferred

Benefits

Comp & perks

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
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
Vibrant employee networks