Executive Director, Head of Product & Platform Strategy, Wealth & Investment Solutions

Are you ready to make an impact at DTCC?

Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.

The Global Operations, Client Services & Administration group delivers world-class safety and soundness for the global financial services industry. The team provides DTCC’s portfolio of core securities and superior transaction processing and client services support in an environment that minimizes risk and cost while maximizing efficiency.

 Pay and Benefits:
 

• Competitive compensation, including base pay and annual incentive
• Comprehensive health and life insurance and well-being benefits, based on location
• Pension / Retirement benefits
• Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
• DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).

 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 ful