Managing Director, Head of Impact Assurance

State Street

. Own and define the enterprise framework for transformation impact measurement, validation, tracking and reporting .

Posted 11/6/2026full-timeUnited StatesLead💰 $170,000 - $252,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in value realization, transformation assurance, and performance management, with a strong focus on financial analysis and portfolio governance. Capable of leading cross-functional teams and advising senior executives on investment strategies and corrective actions.

Highest-signal resume keywords

Value RealizationTransformation AssuranceFinancial AnalysisPortfolio GovernancePerformance Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Impact MeasurementBenefits RealizationProductivity MeasurementFinancial PlanningBudgetingForecastingBusiness Case ChallengeData AnalyticsAutomationAI-Enabled Capabilities

Soft Skills

LeadershipCommunicationIndependent MindsetInfluenceRelationship Management

Tools & Technologies

Impact-Assurance MethodologiesAnalytics ToolsReporting SystemsGovernance FrameworksDecision Support Tools

Industry Keywords

Financial ServicesHighly Regulated IndustryTransformation PortfoliosOperating-Model ChangeProcess Redesign

About the role

Key responsibilities & impact

Own and define the enterprise framework for transformation impact measurement, validation, tracking and reporting
Establish common definitions, methodologies and standards across financial, client, operational, productivity, adoption and risk outcomes
Define approaches for baselines, target setting, attribution and independent benefits validation
Govern impact-assurance methodologies, tools and playbooks
Lead independent review and challenge of business cases, assumptions, projected benefits, costs, dependencies and timing
Adjudicate double-counting, overlapping claims and benefit-attribution disputes
Partner with Finance and senior leaders to strengthen investment decisions
Advise governance bodies on prioritization, sequencing and reallocation of investment
Convert transformation commitments into measurable targets with accountable owners and agreed validation methods
Track value through implementation and steady-state realization
Validate financial and non-financial outcomes against approved baselines, targets and evidence
Identify value leakage, implementation gaps and adoption shortfalls
Provide independent assessments to executive leadership, steering committees and governance forums
Deliver decision-oriented materials on value realization, risks, forecasts and interventions
Lead impact-assurance input into Quarterly Business Reviews and portfolio reviews
Identify underperforming initiatives and deteriorating benefit confidence
Partner with Transformation Directors, Program Leads, business owners and Finance on impact gaps
Recommend corrective actions, revised targets or investment adjustments
Monitor remediation and escalate unresolved value risks
Build enterprise capability in value management, productivity analytics, forecasting and benefits realization
Use data, automation and AI-enabled analytics to improve insights
Lead and develop assurance, analytics and value-management resources
Partner with Governance and Reporting to integrate validated outcomes into enterprise reporting

Requirements

What you’ll need

Substantial leadership experience in value realization, transformation assurance, performance management, portfolio governance, strategy execution, finance transformation or consulting within financial services or another highly regulated industry
Proven success owning enterprise frameworks, standards and governance across complex transformation portfolios
Deep expertise in business-case challenge, benefits realization, financial analysis, productivity measurement and portfolio decision support
Experience evaluating initiatives involving operating-model change, process redesign, technology modernization, automation and AI-enabled capabilities
Ability to advise senior executives and governance forums on investment trade-offs, value risk and corrective interventions
Strong understanding of Finance planning, budgeting, forecasting and performance management
Ability to work across Business, Technology and Risk organizations
Objective, independent mindset with the courage to challenge assumptions and communicate difficult findings while maintaining trusted relationships
Player-coach leadership style, developing professionals and leading through influence across organizational boundaries
Bachelor's degree or equivalent experience required
Advanced degree in finance, economics, business, analytics or a related discipline preferred

Benefits

Comp & perks

Retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and 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
Eligibility for certain tax-advantaged savings plans
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Employee networks