

About the job
The Finance Data and AI Office (DART) delivers trusted data, analytics, and AI enabled solutions across Finance, Risk, and Treasury. This role sits within the Automation, Analytics & AI pillar and provides strategic and delivery leadership for practical, scalable AI solutions that address real finance challenges end to end—from problem framing and solution design through deployment, change management, and adoption. The role partners closely with senior Finance leadership to align priorities, deliver solutions, and ensure measurable outcomes. This position provides an excellent opportunity to interact with different business areas across State Street.
Who we are looking for
The ideal candidate combines strong analytical thinking with business acumen and play a hands-on leadership role in the delivery of AI capabilities, agentic approaches, and low‑code/no‑code solutions to deliver integrated, optimized solutions. Success in this role requires the ability to influence and align senior stakeholders, translate complex technical concepts into clear business decisions, and drive delivery through cross‑functional project teams. This leader connects technology choices to tangible Finance outcomes—improving insight quality, controls, efficiency, and decision‑making—and establishes KPIs, measurement approaches, and governance to sustain results.
What you will be responsible for:
Build Agentic AI & Copilot Solutions for Finance
Prompt Engineering & Context Design (Finance‑Grade)
Apply Data Science Where It Matters
Enable AI Using No‑Code / Low‑Code Platforms
Lead delivery using no‑code and low‑code tools to accelerate time‑to‑value while maintaining controls and quality standards, including:
Operationalize AI outputs into finance workflows
Orchestrate AI‑driven steps alongside rules‑based logic
Surface AI‑generated insights, exceptions, and narratives to end users
Know when low‑code is sufficient and when custom logic or data science is required
Embed Solutions into Finance Workflows
Responsible AI & Controls‑Aware Delivery
Regulatory Alignment, Data Governance & Controls
Skills and experience needed:
Bachelor’s degree in AI, Data Analytics, Computer Science, Engineering, or a related field
8+ years of experience in AI technologies, data science, analytics, and automation with demonstrated leadership of programs/teams (financial services preferred)
Strong analytical and problem‑solving skills
Experience working with large, complex datasets
Proficiency in SQL and Python
Knowledge of data warehousing, data modelling, ETL design
Experience with low-code/no-code automation and visualization tools
Understanding of Finance, Risk and/or Treasury business processes
Demonstrated ability to lead cross‑functional project teams, manage delivery plans, and drive adoption through change management
Strong written and verbal communication skills
Knowledge of the below tools is preferrable
Microsoft Co-pilot Studio
Microsoft 365 Co-pilot
Databricks
Anthropic/Claude
Power BI/Tableau
Alteryx
Microsoft Fabric
Microsoft Power App
Microsoft Power Automate
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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