Global Wealth Custody & Clearing Sales MD

State Street; Boston (MA); On-site; USD 170,000 - 268,000; Full time

Benefits offered by this job

401K with company match

Medical insurance

Paid time off

Employee assistance program

Job summary

State Street in Boston seeks a Managing Director for Wealth Custody & Clearing Sales to lead revenue growth across the US and globally. You will own new business acquisition, client expansion, and pipeline growth, while driving a strategic go-to-market for the Wealth Services platform.

The role demands senior stakeholder engagement and a proven enterprise sales leadership track record. You will collaborate with Product, Operations, and Technology to deliver client-focused solutions, align

Qualifications

• Bachelor's degree required; advanced degree (MBA or equivalent) strongly preferred.
• 10+ years of enterprise sales experience in wealth custody, wealth management, wealth technology, financial services technology, or fintech, with a demonstrable track record of meeting or exceeding commercial targets.
• 5+ years of senior sales leadership and people management experience, including management of managers and distributed regional teams.
• Deep familiarity with the wealth landscape, including wealth managers, registered investment advisors, private banks, and broker-dealers, and a command of the key commercial, operational, and regulatory priorities facing these firms.

Responsibilities

• Support our comprehensive global revenue strategy in alignment with Wealth Services' objectives.
• Own and deliver revenue objectives across the United States and globally, including new business acquisition, client expansion, and pipeline growth.
• Drive new business opportunities across designated US Wealth opportunities through proactive prospecting and relationship development.
• Manage the full sales cycle for assigned opportunities, from initial outreach and discovery through qualification.
• Cultivate and deepen strategic partnerships with UHNW clients, wealth managers, and registered investment advisors, delivering customized custody, clearing, and investment solutions that meet evolving client needs.
• Engage with senior client contacts and work collaboratively with relationship management assigned to your clients to deliver an outstanding client experience.
• Build and maintain strong relationships with key decision-makers and influencers within prospective client organizations.
• Conduct discovery conversations to understand client needs and articulate the Wealth Custody & Clearing value proposition clearly and credibly.
• Stay current on trends in investment management, fintech, and capital markets to support informed and relevant client conversations.
• Represent Wealth Custody & Clearing externally at select industry forums and conferences as a senior voice on market trends and industry change.

Skills

Enterprise sales leadership

Wealth management

Strategic partnerships

Forecasting & CRM analytics

Relationship management

Negotiation & presentation

Education

Bachelor's degree

MBA or equivalent

Tools

Salesforce

Job description

State Street in Boston seeks a Managing Director for Wealth Custody & Clearing Sales to lead revenue growth across the US and globally. You will own new business acquisition, client expansion, and pipeline growth, while driving a strategic go-to-market for the Wealth Services platform.

The role demands senior stakeholder engagement and a proven enterprise sales leadership track record. You will collaborate with Product, Operations, and Technology to deliver client-focused solutions, align