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Vice President, Wealth Custody & Clearing Sales
State Street. Support the comprehensive global revenue strategy aligned with Wealth Services' objectives .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in enterprise sales strategies within wealth custody and management, with a strong focus on client relationship management and pipeline generation. Proficient in utilizing CRM platforms like Salesforce and integrating third-party solutions to enhance operational excellence.
Highest-signal resume keywords
Enterprise Sales ExperienceWealth Custody KnowledgeSalesforce CRM ProficiencyPipeline Generation ExpertiseClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Enterprise SalesPipeline GenerationDeal ExecutionSales Strategy DesignForecastingRevenue OperationsInvestment Management KnowledgeFintech FamiliarityCRD Wealth ProficiencyThird-Party Integrations
Soft Skills
Outstanding CommunicationStrong Commercial AcumenSuperb Business JudgmentDelivery-Focused MindsetAbility to Prioritize
Tools & Technologies
Salesforce CRMCRD WealthMarket Intelligence ToolsSales Enablement PlatformsOperational Excellence Frameworks
Industry Keywords
Wealth ManagementWealth CustodyFinancial Services TechnologyInvestment AdvisorsUltra-High-Net-Worth ClientsPrivate BanksAlternative InvestmentsPrivate Credit SolutionsSecurities-Based LendingCapital Markets Trends
About the role
Key responsibilities & impact- Support the comprehensive global revenue strategy aligned with Wealth Services' objectives
- Drive new business opportunities across designated Wealth Custody opportunities through prospecting and relationship development
- Manage the full sales cycle from initial outreach and discovery through qualification
- Provide updates on pipeline progress, deal status, and activity metrics
- Maintain accurate sales activity, opportunity, and next-step records in Salesforce CRM
- Cultivate strategic partnerships with ultra-high-net-worth clients, wealth managers, and registered investment advisors
- Deliver customized custody, clearing, and investment solutions
- Engage senior client contacts and collaborate with relationship management teams
- Conduct discovery conversations and articulate the Wealth Custody & Clearing value proposition
- Build relationships with key decision-makers and influencers at prospective clients
- Stay current on investment management, fintech, and capital markets trends
- Shape and execute the go-to-market approach for global wealth offerings
- Co-lead joint initiatives with Apex Fintech Solutions
- Expand institutional partner relationships and identify new enterprise wealth management prospects globally
- Use market intelligence to identify opportunities in alternative investments, private credit solutions, and securities-based lending
- Apply knowledge of CRD Wealth and third-party integrations to support client transitions and operational excellence
- Support efficient onboarding and integration across State Street platforms
- Partner with Product, Operations, Technology, Marketing, Sales Enablement, and Product teams on revenue initiatives
- Represent State Street at industry events and promote thought leadership
- Travel domestically and internationally as needed for client engagement and business development
Requirements
What you’ll need- Bachelor's degree required; advanced degree preferred
- 7+ years of enterprise sales experience in wealth custody, wealth management, wealth technology, financial services technology, or fintech
- Demonstrable track record of meeting or exceeding commercial targets
- Deep familiarity with wealth managers, registered investment advisors, and private banks
- Command of key commercial, operational, and regulatory priorities facing wealth firms
- Background in pipeline generation and deal execution
- Experience managing complex, long-cycle enterprise sales processes involving multiple executive stakeholders, procurement governance, and competitive displacement
- Ability to design and execute enterprise-level sales strategies, negotiate complex transactions, and manage executive client relationships
- Strong commercial acumen, including forecasting, pipeline analytics, CRM platforms, preferably Salesforce, and revenue operations frameworks
- Proficiency with CRD Wealth and critical third-party platform integrations for enterprise wealth management
- Ability to lead, prioritize, and execute multiple simultaneous priorities and initiatives
- Strong delivery-focused mindset and ability to work on multiple initiatives in parallel
- Superb business judgment and ability to think through complex business issues
- Outstanding verbal and written communications
- Willingness to travel domestically and internationally, including 30% domestic travel
Benefits
Comp & perks- Retirement savings plan (401K) with company match
- Basic life insurance
- Medical insurance
- Dental insurance
- Vision insurance
- Long-term disability insurance
- Optional additional insurance coverages
- Paid vacation leave
- Paid sick leave
- Short-term disability
- Family care responsibilities leave
- 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
- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Employee networks