Brie Williams

About Brie Williams

I lead global enterprise growth strategy — integrating investor intelligence with advisory business development to drive measurable commercial outcomes.As Managing Director and Global Head of Advisory Solutions and Wealth Intelligence at State Street Investment Management, I oversee two interconnected capabilities — Practice Management and the Center for Investor Research. Together, we help intermediaries, institutions, and employers compete and scale in complex markets.My work brings together:• Behavioral and investor research• Advisory business strategy• Sales enablement and executionWe don’t produce research for its own sake. We convert investor intelligence into practical frameworks and actionable approaches that sharpen positioning, deepen client relationships, and drive revenue.I’m known for translating complexity into clarity — linking how investors think and behave with how firms design and evolve their businesses.Before asset management, I led strategic campaigns for leading consumer brands, earning a Bronze Effie Award for marketing effectiveness. That foundation in consumer behavior and storytelling continues to shape how I approach strategy — grounded in how people actually make decisions.At Putnam Investments, I played a leadership role in the firm’s repositioning during a pivotal period — modernizing brand, refining go-to-market strategy, and accelerating digital integration.Beyond my enterprise responsibilities, I’m committed to building what’s next — mentoring rising leaders, advancing women in financial services, and ensuring the next generation has both sponsorship and opportunity. Securities offered through State Street Global Advisors Funds Distributors, LLC, Member FINRA SIPC Check the background of this investment professional on http://brokercheck.finra.org.

Experience

1. Managing Director, Global Head of Advisory Solutions and Wealth Intelligence

   State Street Investment Management

   Sep 2024 — Present · Boston, MA, US

   Lead two interconnected capabilities — Practice Management and the Center for Investor Research — integrating applied behavioral intelligence with strategic business development to strengthen competitive positioning and commercial performance across intermediary, institutional, retirement, and platform channels.My mandate centers on enterprise growth: translating investor insight into differentiated strategy, stronger client engagement, and measurable business outcomes — including expanded opportunity pipelines and revenue momentum.In a landscape where investment solutions are increasingly commoditized, our work shapes market positioning, deepens strategic relationships, and equips organizations with frameworks and execution approaches that drive sustainable growth.We operate at the intersection of research, strategy, and execution — advising leadership teams on how to compete, scale, and sustain relevance in evolving global markets.

Education

• Emerson College

  MA

• Southern Methodist University

  BA

Skills

• Strategic Communications
• Financial Services
• Media Planning
• Marketing Strategy
• Advertising
• Marketing
• Strategic Planning
• Marketing Communications
• Mutual Funds
• Analytics
• Business Strategy
• Brand Development
• Integrated Marketing
• Interactive Marketing
• Account Management
• Sponsorship
• Series 7
• Social Media
• Sports Marketing
• Practice Management
• Etfs