Global Wealth Custody & Clearing Sales MD

State Street; Dallas (TX); On-site; USD 170,000 - 268,000; Full time

Benefits offered by this job

401K match

Medical insurance

Paid time off

Employee assistance program

Job summary

State Street is seeking a highly experienced Managing Director of Wealth Custody & Clearing Sales to drive global revenue growth and deliver differentiated custody and clearing solutions for UHNW clients and large enterprise wealth managers. You will lead client engagement across the US and internationally, shape go‑to‑market strategies, and build long-term relationships with key stakeholders.

You will collaborate with Product, Operations, and Technology to ensure seamless onboarding,

Qualifications

• Bachelor's degree required; MBA or equivalent strongly preferred.
• 10+ years of enterprise sales experience in wealth custody, wealth management, wealth technology, financial services tech, or fintech.
• 5+ years of senior sales leadership and people management experience, including managers and distributed regional teams.
• Preference for FINRA Series 24 accreditation.

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.
• 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.

Skills

Enterprise sales

Senior sales leadership

Forecasting

CRM platforms

Relationship management

Negotiation

Education

Bachelor's degree

MBA or equivalent

Tools

Salesforce

CRD Wealth

Job description

State Street is seeking a highly experienced Managing Director of Wealth Custody & Clearing Sales to drive global revenue growth and deliver differentiated custody and clearing solutions for UHNW clients and large enterprise wealth managers. You will lead client engagement across the US and internationally, shape go‑to‑market strategies, and build long-term relationships with key stakeholders.

You will collaborate with Product, Operations, and Technology to ensure seamless onboarding,