Job Description The Impact you will have in this role:The Executive Director, Head of Product & Platform Strategy, Wealth & Investment Solutions is accountable for driving the strategic direction of the Wealth business to amplify growth and deliver maximized value for the market. This includes responsibility for developing and supporting execution of a comprehensive strategic roadmap and business plan by identifying and capitalizing on new market opportunities. This role will lead high-priority, strategic initiatives in partnership with product leads to expand the total serviceable addressable market, support the development of the strategic Wealth platform, and increase the firm's client base and profile within the industry. Leveraging the power of artificial intelligence, this role will ensure the Wealth business remains competitive and relevant, while maintaining alignment with risk/control and regulatory requirements and supporting the overall strategic goals of DTCC.
Your Primary Responsibilities: - Articulate a clear long-term vision for Wealth in the context of DTCC more broadly that connects strategy, capabilities, and growth, establishing accountability, performance measurement, and governance to drive execution and outcomes
- Develop and execute a unified product and platform strategy that brings together Wealth capabilities (including Funds, Insurance & Retirement, Private Markets) into a cohesive, client-centric growth engine.
- Translate data into direction by applying rigorous quantitative analysis to inform decisions, prioritize where we invest, and shape forward-looking growth narrative.
- Maximize the business's use of AI in daily operations and by identifying and pursuing AI-driven opportunities that simplify workflows, unlock data insights, and accelerate innovation across the Wealth platform.
- Shape a comprehensive strategic roadmap for Wealth in partnership with the product leads, identifying new market opportunities while unlocking cross-product synergies and expanding the client base through targeted initiatives.
- Drive integration of product strategy with platform capabilities, ensuring alignment between technology investments, commercial objectives, and client outcomes to enhance adoption and scale (including with respect to the strategic platform).
- Rationalize and modernize platform architecture by reducing fragmentation, standardizing capabilities, and enabling a more efficient, scalable and API-driven ecosystem in partnership with the Product Development Lead and Head of Technology.
- Act as strategic advisor to general manager and broader leadership team both within Wealth and CSS more broadly.
- Support the creation and execution of strategic business plans, including revenue targets, pricing strategies, and go-to-market approaches that embed commercial thinking into product and platform decisions
- Identify and address capability gaps and operational inefficiencies, focusing on simplifying processes, eliminating duplication, and strengthening areas where the organization is not operating at its full potential
- Build and maintain strong relationships with clients, regulators, and industry partners to inform product and platform strategy, and represent DTCC Wealth externally, strengthening our voice and position as a trusted, forward-looking partner.
- Incorporate transformative technologies (e.g., AI, digital assets) into platform and product strategy, ensuring innovation is integrated into existing infrastructure and delivers tangible client and operational value
- Collaborate across Technology, Finance, Sales, Legal, Marketing, and HR to ensure end-to-end alignment between strategy, platform capabilities, and execution.
Leadership Competencies- Inclusive Leadership: Values individuals and embraces diversity by integrating differences and promoting diversity and inclusion across teams and functions.
- Strategic Thinking: Effectively translates the vision into specific business objectives, thinks of different ways to do things and through all angles to provide insights and develop strategies that guide future decisions.
- Organizational Savvy: Understands DTCC's products and service offerings, as well as key collaborators, and demonstrates the ability to form and cultivate internal networks that will help navigate getting things done.
- Leading Change: Embraces and adapts well to changing circumstances, identifies areas of needed change and employs many methods to drive those activities to meet organizational goals.
- Financial Acumen: Understands business financials and can work with sophisticated data and information and adopts practical and workable approaches.
Qualifications:- Minimum of 10+ years of related experience gained in various leadership roles, including product and strategy roles.
- Experience with frontier technologies, including AI and blockchain.
- A significant contributor to product strategy in which technological advancement and new business models are key growth areas.
- Adept at working cross functionally with technology, finance, business leaders and junior team members alike.
- Bachelor's degree in business or related discipline or equivalent work experience required. An MBA or other advanced degree is
Talents Needed for Success:- Strategic thinking and analytical skills, with the ability to digest and synthesize large amounts of data and information into executive level reports and documents.
- Proven track record to prioritize, meet deadlines.
- Collaborative and flexible, with strong relationship building, communication and interpersonal skills.
- Ability to effectively manage budgets and resources.
- Ability to influence others through strong communication skills.
- Strong decision making and problem-solving capabilities.
- Proficiency in PowerPoint and Excel
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations.
