State Street

Assistant Vice President, Sales Enablement – Wealth Custody & Clearing

State Street

full-time

Posted on:

Location Type: Hybrid

Location: Boston • California • Massachusetts • United States

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Salary

💰 $80,000 - $140,000 per year

Job Level

Lead

About the role

  • Deliver clear, accurate product demos across all digital tools, and related capabilities to support sales enablement
  • Provide commercial support for sales, business development, and partnership teams with decks, one-pagers, competitive positioning, and client-ready collateral
  • Partner with Product Management to understand upcoming features, enhancements, and integrations
  • Train client-facing teams on platform features, new releases, processes, and value propositions
  • Provide structured feedback from client and prospect conversations to inform roadmap priorities
  • Coordinate with external fintech and platform partners so sales teams understand integrated capabilities
  • Partner with Operations and Client Service to understand onboarding workflows, service models, SLAs, and support processes
  • Develop and maintain internal materials for sales playbooks, capability summaries, demo scripts, and FAQs
  • Create and maintain client-facing materials that explain onboarding, service, support processes, and product roadmap
  • Prepare concise updates for leadership on sales insights, demo feedback, and product–market alignment.

Requirements

  • Undergraduate degree required
  • 5–7+ years in sales enablement, product support, platform training, or related roles within financial services
  • Experience supporting wealth advisors, RIAs, end to end workflows, custody, clearing, trading, or wealth technology products is preferred
  • Familiarity with integrations, APIs, digital platforms, and fintech partnerships is a plus
  • Knowledge of wealth management technology, or adjacent financial services
  • Ability to translate complex platform capabilities into clear, client-ready messaging
  • Comfort delivering demos and presenting to clients, prospects, and internal teams
  • Strong collaboration across product, operations, compliance, and technology
  • Clear communication, organization, and attention to detail.
Benefits
  • State Street’s comprehensive benefits program
  • 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)
  • Eligibility for certain tax advantaged savings plans
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales enablementproduct supportplatform trainingwealth technologyintegrationsAPIsdigital platformsclient-ready messagingdemo deliveryworkflow management
Soft Skills
clear communicationorganizationattention to detailcollaborationpresentation skillsfeedback provisiontrainingclient engagementstrategic thinkingproblem-solving