Wealth Custody & Clearing Sales, Vice President

State Street

. Report to the Wealth Services Chief Revenue Officer for Custody .

Posted 11/10/2026full-timeUnited StatesLead💰 $110,000 - $207,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in enterprise sales within wealth custody and wealth management, with a strong focus on client relationship management and strategic partnership development. Proficient in utilizing CRM platforms like Salesforce and knowledgeable in wealth management solutions and regulatory priorities.

Highest-signal resume keywords

Enterprise Sales ExperienceWealth Management SolutionsSalesforce CRM ProficiencyClient Relationship ManagementPipeline Generation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Enterprise Sales StrategyComplex Transaction NegotiationPipeline AnalyticsRegulatory Priorities KnowledgeWealth Custody SolutionsInvestment Management TrendsAlternative Investments KnowledgePrivate Credit SolutionsSecurities-Based LendingThird-Party Platform Integrations

Soft Skills

Exceptional Sales LeadershipOutstanding Verbal CommunicationStrong Delivery-Focused MindsetSuperb Business Judgment

Tools & Technologies

Salesforce CRMCRD WealthMarket Intelligence ToolsRevenue Operations Frameworks

Industry Keywords

Wealth CustodyWealth ManagementFinancial Services TechnologyFintechUHNW ClientsRegistered Investment AdvisorsInvestment SolutionsStrategic PartnershipsClient EngagementBusiness Development

About the role

Key responsibilities & impact

Report to the Wealth Services Chief Revenue Officer for Custody
Support the comprehensive global revenue strategy in alignment 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 regular updates on pipeline progress, deal status, and activity metrics
Maintain accurate sales activity, opportunity, and next-step records in Salesforce CRM
Cultivate and deepen strategic partnerships with UHNW 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 client organizations
Monitor trends in investment management, fintech, and capital markets
Shape and execute the go-to-market approach for State Street's global wealth offerings
Leverage strategic alliances, including the partnership with Apex Fintech Solutions
Co-lead joint Apex initiatives delivering integrated end-to-end 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 wealth management solutions, CRD Wealth, and third-party platform 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 client-focused solutions and revenue initiatives
Represent State Street at industry events, promote thought leadership, and serve as a brand ambassador
Travel domestically and internationally for client engagement and business development activities

Requirements

What you’ll need

Bachelor's degree required
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
Knowledge of key commercial, operational, and regulatory priorities facing wealth firms
Demonstrable sales track record, including pipeline generation and deal execution
Experience managing complex, long-cycle enterprise sales processes involving executive stakeholders, procurement governance, and competitive displacement
Exceptional sales leadership skills, including enterprise-level sales strategy, complex transaction negotiation, and executive client relationship management
Commercial acumen, including forecasting, pipeline analytics, CRM platforms (Salesforce preferred), 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 as needed, 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 leave/responsibilities support
Employee Assistance Program
Incentive compensation, including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
Tax advantaged savings plans
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Employee networks