State Street Wealth Services seeks to enable wealth advisors and their investment managers to achieve better outcomes for their clients and themselves, thereby enabling revenue growth across all areas of State Street.

The CRO for CRD Wealth will contribute to achieving this vision by managing and achieving sales targets, leading client management initiatives and overseeing professional services (onboardings) for CRD Wealth in the following manner:

Leading and oversee all aspects of revenue for CRD Wealth including Relationship Management, Sales, Marketing, Commercializing Partnerships, and ImplementationsBuilding and scaling a substantial, market-leading offering through setting sales targets by segment and geography and formulating sales plans to ensure achievementEnsuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagementsDeveloping relationships with senior client personnel to gain understanding of client strategy and CRD’s alignment to achieving their strategyMaintaining frequent communication and collaboration with internal client account teamsEstablishing long-term, strategic objectives for each client and measure success against account plan goalsProactively ensuring effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teamsCollaborating on revenue related initiatives across CRD Wealth Team and Wealth ServicesMaintaining awareness of the wealth management market and industry trends and news relevant to CRD and client baseCommercialize strategic partnerships with external partners as they relate to wealth services in coordination with other executives within the organization

Ideal Competencies & Experience

Track record of success in sales, relationship management and implementationsComprehensive knowledge of market dynamics and regulatory landscape of the wealth management industryProven skillset in translation of industry / client themes and trends into actionable strategy, partnering effectively with a wide range of internal and external constituentsA customer orientation which allows him/her to solicit, acquire, and act on information from customers concerning their current and future needs, issues, and challengesExperience managing a large portfolio of clients and building senior level relationshipsDemonstrated ability to achieve strategic business, financial performance and exemplary client satisfaction results, especially as it relates to achieving sales/bookings targets, relationship management and coordinating on implementations

Education & Preferred Qualifications

Undergraduate degree minimum and graduate degree preferred 15+ years of related experience including 10+ years as part of a global leadership teamProven experience successfully recruiting and building world class teamsAbility to make tough decisions, to change and adapt quickly, while remaining focused on customers and executing business initiativesAbility to lead, prioritize and execute on multiple, simultaneous priorities and initiativesStrong management background; ability to work both tactically and strategicallyA strong leadership profile coupled with outstanding verbal and written communications.Superb business judgment and ability to think through complex business issues.Critical assessment capability –ability to maintain a very high bar and drive excellence in work products, services, hiring, etc.

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.

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.

State Street's Speak Up Line