Wealth Custody & Clearing Sales, Vice President

Responsibilities: Support global revenue strategy for Wealth Services and drive new business across designated custody opportunities Manage full sales cycle from outreach through qualification and close Maintain accurate pipeline data and activity records in Salesforce Cultivate relationships with UHNW clients, wealth managers, and RIAs to deliver custody and investment solutions Engage senior client contacts and collaborate with relationship managers to ensure excellent client experience Conduct discovery to articulate value proposition and stay informed on market trends Shape and execute go-to-market for global wealth offerings, leveraging Apex Fintech Solutions partnership Co-lead joint initiatives with Apex to deliver integrated solutions Expand existing institutional partnerships and identify new enterprise prospects globally Leverage market intelligence for opportunities in alternative investments, private credit, and securities-based lending Apply knowledge of wealth management solutions and third-party platform integrations to support client transitions Demonstrate understanding of enterprise operating models, technology ecosystems, and compliance for onboarding Collaborate with Product, Operations, and Technology to deliver seamless solutions Coordinate with Marketing, Sales Enablement, and Product to align messaging Represent State Street at industry events and promote thought leadership Travel internationally as needed to support client engagement and business development

Key requirements: 7+ years of enterprise sales in wealth custody, wealth management, wealth tech, or fintech with a track record of meeting/exceeding targets Deep familiarity with the wealth landscape (wealth managers, RIAs, private banks) and related priorities Proven ability to manage complex, long-cycle sales processes with multiple executives and governance Strong sales leadership—designing/executing enterprise-level strategies and managing executive relationships Solid commercial acumen with forecasting, pipeline analytics, CRM (Salesforce preferred), and revenue ops Proficiency with CRD Wealth and other critical third-party platform integrations Ability to manage multiple priorities and initiatives simultaneously Strong delivery mindset and ability to balance tactical and strategic work Excellent business judgment and communication skills client-focused cross-functional collaboration strategic thinking Salesforce CRD Wealth third-party platform integrations