4 Client Services Associate Investment Management jobs in Boston

Job Description

About the Role
State Street Investment Management’s Data, Analytics and AI Services team is seeking a AI Product Management, Vice President, to help shape and deliver AI-enabled products across the investment management business. This role will serve as a critical bridge between business functions and AI engineering teams, translating business workflows, pain points, and opportunities into scalable AI product capabilities that drive measurable business impact. The successful candidate will combine deep asset management domain expertise, strong product management experience, and a practical understanding of AI capabilities, including machine learning, generative AI, and agentic AI. The role will partner closely with business stakeholders, AI engineers, data scientists, and financial engineers to support the firm’s AI transformation across investment, product, client, finance, and operations functions.

Key Responsibilities

• Partner with business stakeholders to understand current workflows, identify pain points and opportunities, and reimagine ways of working through the effective integration of AI capabilities.

• Translate business problems into AI product lines, reusable feature sets, and scalable service capabilities that improve efficiency and support enterprise-wide adoption.

• Assess competitor, big tech, and fintech AI offerings to identify emerging capabilities, inform the product roadmap, and enhance the firm’s AI product portfolio.

• Lead AI product implementation using Agile methodologies, manage roadmap execution and delivery milestones, and accelerate release cycles from concept through production.

• Review and validate deliverables from AI engineering, data science, and financial engineering teams, providing detailed feedback to support rapid iteration and high-quality product outcomes.

• Demonstrate new product capabilities, communicate release milestones and business impact, and manage stakeholder expectations throughout the product lifecycle.

• Coordinate day-to-day execution across onshore and offshore AI engineering, data science, and financial engineering teams to ensure effective communication, prioritization, and delivery.

Required Qualifications

• Master’s degree in computer science, engineering, finance, or a related quantitative discipline.

• 15+ years of experience in asset management, with exposure to one or more of the following areas: portfolio management, trading, sales, client relationship management, product research, finance, or operations.

• 10+ years of product management experience in the asset management industry, with hands-on experience designing and implementing technology products across the full product lifecycle.

• 6+ years of AI engineering or adjacent AI-related experience, with a strong understanding of machine learning, predictive AI, generative AI, and agentic AI capabilities.

• 5+ years of experience leading technology-enabled transformation initiatives, including program or project management in complex, cross-functional environments.

• Hands-on experience designing and implementing multi-agent workflows, including human-on-the-loop command patterns and autonomous agentic workflows.

• Proficiency with modern AI platforms, such as Google Gemini Enterprise and AWS Bedrock, and programming languages such as Python and SQL; familiarity with AI-assisted development tools such as Anthropic Claude Code and GitHub Copilot.

Preferred Qualifications

• Experience serving as an AI Product Manager within a financial institution.

• CFA Level II completion (or equivalent certification).

Salary Range:

$120,000 - $202,500 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.

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 .

About State Street

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.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

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.