Wealth Custody & Clearing Chief Revenue Officer, SVP

  • State Street
  • Boston, Massachusetts
  • Full Time
$20B), delivering customized custody, clearing, and investment solutions that meet evolving client needs. Sales Strategy: Champion the go-to-market approach for State Street's global wealth offerings, leveraging strategic alliancesincluding our partnership with Apex Fintech Solutionsto broaden our reach and enhance the client experience. Co-lead joint initiatives with Apex to deliver integrated, end-to-end solutions that drive differentiation and client value. Expand relationships with existing institutional partners to unlock new revenue streams, while proactively identifying and engaging new enterprise wealth management prospects globally. Utilize market intelligence to identify and capitalize on opportunities in alternative investments, private credit solutions, and securities-based lending. Product & Platform Expertise: Apply expert knowledge of wealth management solutionsincluding CRD Wealth and third-party platform integrationsto support client transitions and drive operational excellence. Enterprise Integration: Demonstrate a strong understanding of enterprise client operating models, technology ecosystems, and compliance requirements to ensure efficient onboarding and integration across State Street's platforms. Collaboration: Partner closely with Product Management, Operations, Transition and Technology teams to deliver seamless, client-focused solutions and advance key revenue initiatives. Global Leadership & Representation: Serve as a brand ambassador for State Street, representing the organization at industry events, promoting thought leadership, and reinforcing our reputation as a trusted global partner. Travel: Willingness to travel internationally, as needed, to support client engagement and business development activities. Qualifications: 15+ years of progressive leadership experience in wealth management, custody, and clearing, with a demonstrated track record of global revenue growth and transformation. Deep domain expertise in addressing the complex needs of UHNW clients, alternative investments, private credit, securities-based lending, and large enterprise operations. Exceptional sales leadership skills, including the ability to design and execute enterprise-level sales strategies, negotiate complex transactions, and manage executive client relationships. Proficiency with CRD Wealth and other critical third-party platform integrations for enterprise wealth management. Strong strategic and analytical acumen, capable of translating vision into actionable business plans that drive measurable results. Proven ability to lead, inspire, and develop diverse global teams in a dynamic, matrixed organization. Bachelor's degree required; advanced degree preferred. Key Attributes: Results-oriented, with an unwavering commitment to delivering client success and performance excellence. Innovative and forward-thinking, with the ability to anticipate market trends and adapt strategies to maintain a competitive edge. Collaborative leader who thrives in a fast-paced, global environment and aligns with State Street's values of integrity, inclusion, and continuous improvement. Salary Range: $225,000 - $337,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. End Date: June 27, 2026 For further information, and to apply, please visit our website via the Apply button below.
Job ID: 522743787
Originally Posted on: 5/28/2026

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