Investment Services CFO, SVP

This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

State Street Corporation (State Street) is a global leader across investment servicing, markets and financing, and investment management serving more than 100 geographic markets and with more than 50,000 employees across 31 countries.

A dynamic perspective from the heart of the financial industry

Servicing nearly 10 percent of the world's assets, State Street gives asset managers and owners, insurance companies, official institutions, alternative managers, and central banks access to an exclusive perspective on how markets are trending - helping them stay ahead of change - and a breadth of products and services to drive business performance.

For additional information, visit https : / / www.statestreet.com

Business Unit Chief Financial Officer for Investment Services

Reporting directly to the Chief Financial Officer for State Street and the President for Investment Services (IS) we are seeking an experienced Business Unit CFO for our largest business, representing $9B in total revenue. As the Business Unit CFO for IS, our largest and strategically critical business within the bank, you will act as a trusted partner to the President of IS and their senior leadership team. You will provide strategic financial leadership, drive disciplined financial management, and ensure the integrity of financial reporting, planning, and analysis. This role demands an executive capable of navigating the complexities of a Global Systemically Important Bank (G-SIB), managing global regulatory requirements, and delivering commercial insights that drive revenue growth, optimize capital, liquidity, and risk-adjusted returns.

Specific responsibilities will include :

Serve as the lead financial strategist for the business line, driving commercial decision-making aligned with global financial goals.

Partner with the President of IS to shape business strategy through financial insight, performance analytics, and scenario modeling.

Lead all financial planning, forecasting, and performance management processes for the business unit.

Partner with the CFO and executive leadership to deliver strategic insights through financial analysis and forecasting.

Ensure timely, accurate, and compliant financial reporting under applicable GAAP / IFRS and regulatory frameworks.

Oversee global management reporting, profitability analysis, and internal KPI dashboards across regions, products, and clients.

Maintain strong governance over financial controls and internal processes in coordination with the central finance function.

Drive capital efficiency and optimal balance sheet usage for the business line.

Act as the primary finance lead for M&A transactions within the business unit.

Conduct financial due diligence, valuation modeling, synergy analysis, and post-merger integration planning.

Support the development of business cases and board presentations related to strategic acquisitions, divestitures, or partnerships.

Provide support to the CFO and Investor Relations team by preparing investor materials, financial disclosures, and strategic messaging related to the Investment Services

Lead and develop a high-performing finance team supporting the business across geographies.

Champion finance transformation initiatives, including automation, data analytics, and reporting standardization.

Foster a culture of accountability, collaboration, and continuous improvement.

Establish and nurture a culture of 'Risk Excellence' within the team, encouraging an environment of openness that welcomes effective challenge and supports open discussion.

Experience Required :

The successful candidate will be an experienced financial professional with the following skills and experiences :

Experience in leading finance transformation or major cross-functional initiatives.

Experience in financial services and banking capital markets preferred

Prior exposure to business partnering in a front-office intensive environment.

Advanced degree in Finance, Economics, or Business; MBA or CPA / CFA preferred.

Strong interpersonal and relationship-building skills necessary to coordinate cross-geographic / function team and associated control functions (ERM, Compliance, Legal) and business partners.

Exceptional leadership and team-building abilities.

Strong analytical thinking and problem-solving skills.

Excellent communication and stakeholder management skills, with the ability to interact effectively at senior executive and board levels.

Proven track record of leading complex financial operations across multiple geographies.

Bachelor's degree in Accounting, Finance, or related field (Master's preferred)

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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