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Head of Client Profitability, Return on Capital, Product Profitability, Managing Director

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Job Description

Who we are looking for

We are seeking a senior finance leader to head enterprisewide Client Profitability, Product Profitability, and Return on Capital (ROC) insights. This role owns the endtoend profitability lifecycle-from production and governance to advanced analysis and executive decision support-and plays a critical role in shaping pricing, client strategy, and capital allocation decisions.

In parallel, the Managing Director will lead a largescale transformation of profitability platforms, data, and processes to improve efficiency, scalability, and risk discipline. This is a highimpact leadership role requiring strong analytical depth, executive presence, and the ability to lead and develop a global team of approximately 15 professionals.

The role partners closely with Business CFOs, Accounting, Technology, and Data teams to ensure strong financial governance, transparency, and sustainable value creation.

What you will be responsible for

Client, Product & Capital Profitability

  • Own Client P&L, Product Profitability, and ROC reporting and analytics across the enterprise.
  • Ensure profitability outcomes are accurate, consistent, and clearly explainable for business and executive use.
  • Deliver driverbased insights on revenue, costs, funding, and capital impacts.

Executive Partnership & Decision Support

  • Act as a trusted finance partner to senior business and finance leaders.
  • Translate complex profitability and capital analytics into clear executive narratives.
  • Ensure insights are embedded in pricing, performance management, and incentive decisions.

Platform Modernization & Transformation

  • Lead modernization of profitability systems, data platforms, and processes.
  • Drive automation and simplification to reduce manual effort, cycle times, and operational risk.
  • Ensure solutions are scalable, controlled, and valueadding.

Data, Controls & Risk

  • Establish strong data governance, controls, and reconciliation frameworks aligned with audit and regulatory standards.
  • Maintain disciplined methodology governance and alignment with accounting and capital frameworks.

People Leadership

  • Build and lead a highperforming global team.
  • Set clear accountability and develop futureready finance and analytics capabilities

Must-Have Strengths

  • Ability to translate complex concepts to simple explanations
  • Fluency in financial metrics
  • Proven platform transformation leadership
  • Executive presence - can challenge senior leaders credibly and calmly
  • Strong risk and controls mindset

Other differentiating factors

  • Prior experience with HPCM/PCM platforms
  • Experience with unit or driver based cost models
  • Leading a globally distributed teams through change
  • Experience managing multiple stakeholders through change
  • Experience sponsoring and implementing true AI use cases

Measures of Success

  • High stakeholder confidence in profitability and ROC insights
  • Reduced reporting cycle times and manual interventions
  • Successful delivery of platform and data modernization initiatives
  • Improved transparency, governance, and audit outcomes
  • Strong team engagement and capability development

Education & Preferred Qualifications

  • Forward thinking, innovative leader who has experience working in a finance and accounting organization particularly in a Financial Planning & Analysis function

  • Analytical capabilities and track record of transforming processes

  • Strong technical and financial system expertise

  • Broad Finance leadership experience with 10+ years of experience MBA or advanced degree a plus

  • Financial Services experience is helpful however all cross-industry leaders are welcome

  • Demonstrated ability to engage, influence, and partner with executive leaders, exhibiting strong executive presence and credibility when communicating complex financial insights, risks, and recommendations to senior management and key stakeholders.

  • Proven capability to understand evolving business needs and translate them into scalable financial reporting, analysis, and insights, enabling informed decisionmaking and alignment between Finance strategy and broader organizational objectives.

  • Experience with management of geographically disperse Finance teams

  • Have strong problem-solving skills as well as written and verbal communication skills

  • Ability to work under pressure in a fast paced, challenging environment and deliver on multiple and competing priorities/projects in an accurate and timely manner

Are you the right candidate Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

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.

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About Company

At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing.
Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better &#8212&#x3B; now and in the future.

Job ID: 144203789