Chief Financial Officer, State Street Investment Management

About State Street Investment Management About State Street Investment Management At State Street Investment Management, we have been delivering better outcomes to institutions, financial intermediaries, and investors for nearly half a century. Starting with our early innovations in indexing and ETFs, our rigorous approach continues to be driven by market-tested expertise and a relentless commitment to those we serve. With over $6 trillion in assets managed*, clients in over 60 countries, and a global network of strategic partners, we use our scale to create a comprehensive and cost-effective suite of investment solutions that help investors get wherever they want to go. Website www.statestreet.com/im * This figure is presented as of June 30, 2026 and includes ETF AUM of $2,203.98 billion USD of which approximately $156.81 billion USD in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Investment Management are affiliated. Please note all AUM is unaudited.

State Street Investment Management

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www.statestreet.com/im

1,001-5,000 employees

Financial Services

Boston, MA

Public Company

138k LinkedIn followers

• Serve as a principal advisor and constructive challenger to the SSIM CEO and leadership team, translating strategy into a multi-year financial framework and clear operating commitments.
• Co-own enterprise performance and resource allocation, including setting hurdle rates, arbitrating competing investments and driving corrective action when results or returns fall short.
• Assess the attractiveness, competitiveness, revenue quality and return profile of SSIM's business portfolio and recommend where to build, buy, partner, reposition, scale or exit.
• Represent SSIM’s financial position and priorities to the State Street CFO, the SSIM Operating Group and enterprise Finance, balancing objective advocacy for the business with enterprise stewardship.
• Act as a principal in 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, with clear accountability for commitments and timely action on performance gaps.
• Provide an integrated view of organic growth, market appreciation, gross and net flows, retention, fee yield, mix, margin, operating leverage and market sensitivity.
• Establish transparent economics across products, wrappers, investment capabilities, client segments, channels and geographies, including cost-to-serve, capacity and scalability.
• Connect investment performance, flows, pricing and profitability to decisions on talent, research, data, platforms and the future of underperforming or subscale capabilities, while preserving investment independence.
• Drive expense discipline and productivity while protecting differentiated growth investments and improving the durability and quality of earnings.
• Provide financial leadership for pricing and fee exceptions and scale thresholds.
• Improve visibility into client lifetime value, mandate profitability, revenue sharing, platform costs, sales productivity and returns on distribution investment.
• Shape commercial choices across institutional, intermediary, wealth and partnership models, balancing growth, client relevance, economics and execution capacity.
• Act as a key financial leader for operating model redesign and technology, data, automation and AI modernization.
• Set business case and portfolio governance standards, prioritize scarce investment, track benefits and stop or redirect initiatives that do not deliver credible outcomes.
• Ensure modernization choices improve growth, client outcomes, decision quality, scalability, controls or productivity rather than treating technology as an end in itself.
• Modernize finance processes, systems, data and reporting to deliver faster, more reliable and more forward-looking decision support.
• Maintain strong financial controls, accurate reporting and compliance with regulatory, audit and fiduciary requirements across SSIM's global legal entities.
• Partner with Controllership, Treasury, Tax, Risk, Compliance and Legal, with clear ownership, escalation and challenge across shared responsibilities.
• Support engagement with regulators, boards and governance committees as needed.
• Lead and develop a high-performing global finance organization with strong commercial judgment, analytical depth, independence and enterprise perspective.
• Define clear accountabilities across business finance, planning, controllership and shared enterprise services, and evolve the operating model where needed.
• Build capability in investment management economics, commercial finance, data and analytics, transformation finance and strategic transactions.
• Create an inclusive, accountable culture, strengthen succession and make Finance a source of business leadership rather than solely reporting and control.
• Work collaboratively across SSIM, enterprise Finance, Technology, Operations, HR and other functions.

Required

• 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.
• A 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.

Preferred

• Previous service as CFO or senior finance executive of an investment management business.
• Experience across a broad product range, such as ETFs, index, active, cash, retirement, solutions and alternatives, and across institutional, intermediary and wealth channels.
• Direct leadership of M&A, partnerships, integration or business portfolio restructuring.
• Experience with technology, data, automation and AI investments and with the governance required to convert them into measurable business value.
• Familiarity with the regulatory, governance, capital and control expectations of a GSIB or other large regulated financial institution.
• An undergraduate degree is required; an MBA, CPA or CFA is preferred.
• A strategic, commercially minded enterprise leader who approaches SSIM with an investor’s perspective and a general manager’s accountability mindset.
• A confident and independent decision-maker who constructively challenges senior leaders, takes clear positions and follows through on difficult choices.
• A visible change leader who has redirected resources, raised performance standards and built followership at all levels and across boundaries.
• Curious and pragmatic about technology, data, automation and AI, focused on business outcomes rather than novelty.
• Builds trusted relationships while surfacing disagreements transparently and preserving the independence and credibility of Finance.

• 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.
• Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our 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; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
• For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
• Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
• We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
• 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.