Role purpose: Serve as the senior Investments business owner for Artificial Intelligence (AI) — identifying where AI can improve investment outcomes, investment decision-making, and workflows across research, portfolio management, trading, investment oversight, client portfolio management, and investment operations.  

The role will help shape the future investment process by identifying how AI can become a sustainable competitive advantage across research, portfolio construction, risk management, trading, and client outcomes. 

Location: Boston, Bangalore or London

Purpose: The Head of AI Capability and Adoption - Investments will define and steward the use of AI across the investment lifecycle. This role partners with investment teams to identify where AI can enhance research, portfolio construction, trading, portfolio management, and client-facing workflows.  

Investment focus: This is not a generic enterprise AI, product management or transformation role. The successful candidate will bring strong investment domain knowledge and credibility to engage investment professionals in all front office functions on how AI can be applied responsibly to improve the investment workflows and business outcomes. This is a front-office focused leadership role at the intersection of investing and AI. The successful candidate will work directly with CIOs, asset class leaders, portfolio managers, research analysts, and traders to identify where AI can improve investment decisions, generate insights, enhance risk management, and strengthen client outcomes. 

How the role works: The role leads through an investment ecosystem of portfolio management, research, trading, operations, technology, data, and architecture partners. It frames priorities, trade-offs, risks, value opportunities, and executive decisions while ensuring AI initiatives are grounded in real investment workflows and scalable delivery practices. The role will help embed a product-oriented operating model for AI in Investments, ensuring that AI opportunities are managed across the lifecycle from problem definition and prioritization through delivery, adoption, measurement, and continuous improvement. This is a senior matrix leadership role. The role may have a small direct team over time, but will primarily deliver impact by mobilizing cross-functional capacity across Investments, Technology, Data, Architecture, Risk, Governance, and Operations. 

Organizational context: This role sits within the Investments organization and reports to the Head of Strategy & Operations, Investments. Working closely with the Chief Investment Officer, CIOs, asset class leaders, portfolio managers, research leaders, and trading leaders, the role serves as a key bridge between investment priorities and the capabilities required to enable AI-driven transformation across the investment platform. Over time, the role is expected to operate across the broader Ways of Working model, partnering across capability groups and acting at a portfolio level to align business priorities, product ownership, delivery capacity, governance, and adoption.  

You will play a leading role in defining how AI is embedded across the investment platform, helping shape the future operating model for AI-enabled investing. 

As the Head of AI Capability and Adoption, Investments, you will:

Define the Investments’ AI strategy and roadmap

• Set the vision, priorities, and roadmap for AI across the investment lifecycle.
• Focus AI opportunities on investment decision quality, workflow efficiency, risk awareness, scalability and client outcomes.

Translate investment workflow needs into AI opportunities

• Work with investment teams to identify workflow challenges and identify opportunities for AI-enabled improvements
• Ensure use cases solve real investment problems rather than technology-led experiments.

Govern and prioritize the Investment AI portfolio

• Lead intake, prioritization, sequencing, and governance of Investments AI use-cases.
• Applies product-oriented use-case management to frame use case trade-offs based on investment value, risk, feasibility, reuse, adoption readiness, and lifecycle maturity.

Drive adoption in investment workflows

• Partner with investment teams to embed AI practices into day-to-day investment workflows.
• Drive adoption of AI-enabled investment workflows and establish scalable practices that accelerate responsible use of AI across investment teams.

Lead alignment across the Investments AI ecosystem

• Bring together investment, technology, data, architecture, risk, and governance stakeholders around a shared AI roadmap and priorities.
• Facilitate decisions, resolve dependencies, and escalate issues requiring senior leadership attention.

Measure investment value, manage risk, and inform executive decisions

• Measurement adoption, workflow improvements, risk management, and business value realization.

A Successful Candidate Will Have:

• Deep understanding of institutional investment management and front-office investment workflows, including research, portfolio management, and trading.  
• Strong stakeholder management, facilitation, and executive communication skills.
• Experience leading AI, data, digital, product, or technology-enabled change in investment management or capital markets.
• Credibility with investment professionals and senior investment leaders.
• Ability to translate investment workflow needs into AI priorities, roadmaps and adoption plans.
• Sound judgement balancing innovation, investment value, model and data risk, governance, feasibility, and adoption.
• Experience applying product-oriented ways of working, including lifecycle management, prioritization, delivery alignment, adoption, and value measurement.

Key Role Characteristics

• Investment-first AI leader: Starts with investment outcomes and workflows, not generic AI experimentation.
• Credible business owner: Can engage CIOs, asset class leaders, PMs, analysts, traders.
• Strategic translator: Connects investment workflow needs to AI-enabled capabilities, data/technology delivery, and scalable adoption.
• Portfolio prioritizer: Frames use case trade-offs based on investment value, risk, feasibility, reuse, and adoption readiness.
• Capability mobilizer: Mobilizes the expertise, resources, and sponsorship required to deliver the Investments AI roadmap and achieve business outcomes.
• Value and risk steward: Measures impact on investment workflows and escalates risks, policy questions, and executive decisions.

Salary Range:

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.

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