State Street

Managing Director, Customer Experience & Advisor Support, Wealth Custody & Clearing

State Street

full-time

Posted on:

Location Type: Hybrid

Location: Austin • California • Massachusetts • United States

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Salary

💰 $170,000 - $252,500 per year

Job Level

Lead

About the role

  • Own the end-to-end launch and lifecycle for the Wealth Custody and Clearing client experience from ideation and design through launch, enhancement, and sunset
  • Lead the buildout of support capabilities including digital advisor/client-facing tools, call centers, chat-bots, and AI enabled support
  • Engage with clients, advisors, and partners to gather feedback, drive continuous improvement, and ensure an industry leading customer satisfaction score
  • Oversee and manage third-party product roadmaps, collaborating with external partners to ensure deliverables are aligned, on time, and within budget
  • Collaborate with the Operations, Product and Business Development teams to define requirements and ensure the support model is scalable, secure, and compliant

Requirements

  • Undergraduate degree required; graduate degree preferred
  • 12–15+ years of related experience, including 7–10+ years in leadership roles
  • Industry certifications (e.g., Series 7/24/63/79, CRCP, CPO, CFA) are strongly preferred
  • Proven ability to leverage AI and automation to drive workflow efficiency, and superior client outcomes
  • Strong background in advisor mediated environments including support for: introducing broker-dealers, registered investment advisors, private banks, family offices, etc.
Benefits
  • Health insurance coverage including basic life, medical, dental, vision, and long-term disability
  • Retirement savings plan (401K) with company match
  • Paid time off including vacation, sick leave, short term disability, and family care responsibilities
  • Access to 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 & Tools
AIautomationworkflow efficiencyclient experience managementproduct roadmap managementsupport model developmentdigital tools developmentchat-botscall center managementcustomer satisfaction measurement
Soft Skills
leadershipcollaborationclient engagementcontinuous improvementfeedback gatheringproject managementcommunicationstrategic thinkingproblem-solvingbudget management
Certifications
Series 7Series 24Series 63Series 79CRCPCPOCFA