Wealth Custody & Clearing Chief Revenue Officer, SVP
State Street
full-time
Posted on:
Location Type: Office
Location: Boston • Massachusetts, New Jersey • 🇺🇸 United States
Visit company websiteSalary
💰 $225,000 - $337,500 per year
Job Level
Lead
About the role
- Develop, implement, and own a comprehensive global revenue strategy in alignment with Wealth Services’ objectives
- Cultivate and deepen strategic partnerships with UHNW clients and enterprise wealth management firms
- Champion the go-to-market approach for State Street’s global wealth offerings
- Co-lead joint initiatives with Apex to deliver integrated, end-to-end solutions that drive differentiation and client value
- Apply expert knowledge of wealth management solutions to support client transitions and drive operational excellence
- Demonstrate a strong understanding of enterprise client operating models, technology ecosystems, and compliance requirements
- Partner closely with Product Management, Operations, Transition and Technology teams
- Serve as a brand ambassador for State Street, representing the organization at industry events
- Willingness to travel internationally, as needed
Requirements
- 15+ years of progressive leadership experience in wealth management, custody, and clearing
- Deep domain expertise in addressing the complex needs of UHNW clients, alternative investments, private credit, securities-based lending, and large enterprise operations
- Exceptional sales leadership skills, including the ability to design and execute enterprise-level sales strategies, negotiate complex transactions, and manage executive client relationships
- Proficiency with CRD Wealth and other critical third-party platform integrations for enterprise wealth management
- Strong strategic and analytical acumen, capable of translating vision into actionable business plans that drive measurable results
- Proven ability to lead, inspire, and develop diverse global teams in a dynamic, matrixed organization
- Bachelor’s degree required; advanced degree preferred
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
wealth managementalternative investmentsprivate creditsecurities-based lendingenterprise operationssales strategiesnegotiationstrategic planninganalytical acumenclient relationship management
Soft skills
leadershipteam developmentstrategic partnership cultivationoperational excellencecommunicationinspirationclient value deliverybrand ambassadorshipcross-functional collaborationadaptability