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Sr. AI Platform SME - Lead AI product strategy, build copilots, and drive adoption across State Street's investment platforms in Burlington, MA.
Senior product role combining AI expertise, agile delivery, and cross‑functional collaboration to deliver scalable, user‑centric AI solutions.
Senior AI Platform Product Expert
Who we are looking for
The Senior AI Platform Product Expert will play a key role in delivering AI-enabled capabilities across the Charles River Investment Management Solution and Alpha Data Platform. Working under the AI Enablement Product Owner, this role is responsible for translating strategic AI initiatives into executable product features and workflows that can easily be adopted by Charles River’s sophisticated user community.
You will partner closely with Charles River’s engineering, architecture and product teams to design, build, and deploy AI-powered functionality—such as copilots, automation tools, and decision-support capabilities—embedded within investment management workflows. Your focus will be on execution, iteration, and adoption, ensuring that AI solutions are practical, scalable, and aligned to user needs.
To be successful, the Senior AI Platform Product Expert will serve as a hands‑on product leader responsible for operationalizing AI as part of the Charles River suite of product offerings. The role combines strategic foresight with execution rigor, requiring close collaboration with engineering, and business teams to translate emerging AI capabilities into tangible, production‑ready features. This individual will drive the lifecycle of AI initiatives, including use case discovery, model integration, workflow design, governance alignment, and performance measurement, ensuring that AI capabilities deliver consistent, measurable impact across both internal operations and client‑facing solutions.
Why this role is important to us
- Delivers Execution at Scale: Converts AI strategy into tangible product features that deliver measurable outcomes.
- Accelerates Product Innovation: Rapidly builds and iterates on AI use cases to drive continuous platform enhancement.
- Ensures Adoption and Usability: Focuses on user experience, workflow integration, and real-world applicability.
- Supports Consistency and Quality: Applies standard patterns for AI integration, ensuring reliable and repeatable delivery.
- Engages with Clients Strategically: guides interaction to ensure CRD functionality and roadmaps align to market needs.
What you will be responsible for
Based in the greater Boston area, the role involves working closely with internal Charles River and Alpha teams (R&D, client management, professional services, sales) and external stakeholders (clients and prospects) to ensure that platform functionality is augmented insofar as possible with agentic AI/ML capabilities – both as part of embedded components and via integration techniques (API, MCP, CLI).
- Execute against the AI product roadmap defined by the AI Enablement Product Owner
- Break down high-level AI initiatives into deliverable features, user stories, and sprint priorities
- Identify and refine AI use cases (automation, copilots, analytics) aligned to product and client needs
- Partner with engineering and data science teams to deliver AI/ML-enabled functionality
- Support integration of LLMs, ML models, and APIs into product workflows
- Contribute to end-to-end delivery—from design through deployment and adoption
- Collaborate with UX/design teams to ensure intuitive and effective user experiences
- Monitor product performance and adoption, using data to iterate and improve solutions
- Ensure alignment with AI governance, risk, and compliance frameworks
- Act as a key liaison across product, engineering, and business stakeholders
What we value
- Experience working in fintech, SaaS, or data-driven platforms
- Familiarity with APIs, cloud platforms, and modern application architectures
- Exposure to AI/ML products, copilots, or workflow automation tools
- Experience building or scaling AI copilots or workflow automation tools
- Experience with MCP server frameworks and linking of agents
- Excellent organisation skills; ability to manage multiple complex tasks simultaneously and meet self-imposed deadlines in a dynamic environment.
- Strong collaboration skills across technical and business teams
- Ability to execute in agile environments with multiple concurrent priorities
- Strong analytical and problem-solving capabilities
- Effective communicator with the ability to translate business needs into technical requirements
- Consultative presentation style to diverse and complex audiences
Education & Preferred Qualifications
- 3–7+ years in product management, product delivery, or related roles
- Experience contributing to software or data platform initiatives
- Exposure to AI technologies (LLMs, ML models, automation frameworks) preferred
- Strong understanding of product development lifecycle and agile methodologies
- Bachelor’s degree in Business, Finance, Computer Science, or related field
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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program 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 perspective 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 the 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 program 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.
Legal & Equal‑Opportunity Notices
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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Read our CEO Statement
Salary Range:
$120,000 - $202,500 Annual
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.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home .
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.