Wealth Custody & Clearing Chief Revenue Officer

Overview

At State Street, we are committed to helping our clients achieve their most ambitious goals. The Chief Revenue Officer (CRO) for Global Wealth Custody & Clearing will be responsible for driving and executing innovative global revenue growth strategies across our Wealth Services platform. This influential leadership position calls for a strategic, client-centric executive with deep expertise in wealth management, custody, and clearing solutions. The CRO will focus on delivering differentiated, scalable solutions to ultra-high-net-worth (UHNW) clients and large enterprise wealth management firms, ensuring seamless integration across our global platforms and markets. This role requires a passion for delivering exceptional client outcomes, fostering cross-functional collaboration, and promoting our culture of innovation and inclusion.

Key Responsibilities

• Revenue Leadership: Develop, implement, and own a comprehensive global revenue strategy in alignment with Wealth Services’ objectives, with full accountability for achieving growth targets across domestic and international markets.
• Client Engagement: Cultivate and deepen strategic partnerships with UHNW clients and enterprise wealth management firms (assets > $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 alliances—including our partnership with Apex Fintech Solutions—to 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 solutions—including CRD Wealth and third-party platform integrations—to 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

$170,000 – $267,500 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.

Benefits

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.