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