Head of AI Capability and Adoption – Investments, MD

State Street

. Serve as the senior Investments business owner for Artificial Intelligence .

Posted 9/23/2026full-timeBoston • Massachusetts • United StatesLead💰 $170,000 - $267,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in defining and executing AI strategies within institutional investment management, focusing on enhancing investment workflows and decision-making. Proven ability to lead cross-functional teams and engage stakeholders to drive AI adoption and measure business value.

Highest-signal resume keywords

Institutional Investment ManagementAI Strategy DevelopmentStakeholder ManagementProduct-Oriented Use-Case ManagementInvestment Workflow Optimization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AI ImplementationInvestment Workflow AnalysisData Risk ManagementLifecycle ManagementValue Measurement

Soft Skills

Executive CommunicationFacilitationJudgment

Industry Keywords

Portfolio ManagementTradingInvestment OversightClient Portfolio ManagementGovernance

About the role

Key responsibilities & impact

Serve as the senior Investments business owner for Artificial Intelligence
Identify where AI can improve investment outcomes, decision-making, and workflows across research, portfolio management, trading, investment oversight, client portfolio management, and investment operations
Define and steward the use of AI across the investment lifecycle
Shape the future investment process and AI-enabled operating model
Define the Investments’ AI strategy, vision, priorities, and roadmap
Translate investment workflow needs into AI opportunities and ensure use cases solve real investment problems
Lead intake, prioritization, sequencing, and governance of Investments AI use cases
Apply product-oriented use-case management to frame trade-offs based on value, risk, feasibility, reuse, adoption readiness, and lifecycle maturity
Partner with investment teams to embed AI practices into day-to-day workflows and drive adoption
Align investment, technology, data, architecture, risk, and governance stakeholders around a shared roadmap
Facilitate decisions, resolve dependencies, and escalate issues requiring senior leadership attention
Measure adoption, workflow improvements, risk management, and business value realization
Work with CIOs, asset class leaders, portfolio managers, research leaders, and trading leaders
Report to the Head of Strategy & Operations, Investments
Mobilize cross-functional capacity across Investments, Technology, Data, Architecture, Risk, Governance, and Operations

Requirements

What you’ll need

Deep understanding of institutional investment management and front-office investment workflows, including research, portfolio management, and trading
Strong stakeholder management, facilitation, and executive communication skills
Experience leading AI, data, digital, product, or technology-enabled change in investment management or capital markets
Credibility with investment professionals and senior investment leaders
Ability to translate investment workflow needs into AI priorities, roadmaps, and adoption plans
Sound judgment balancing innovation, investment value, model and data risk, governance, feasibility, and adoption
Experience applying product-oriented ways of working, including lifecycle management, prioritization, delivery alignment, adoption, and value measurement
Ability to engage CIOs, asset class leaders, portfolio managers, research analysts, and traders
Ability to mobilize expertise, resources, and sponsorship to deliver an Investments AI roadmap
Ability to measure impact on investment workflows and escalate risks, policy questions, and executive decisions

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
Employee networks