Head of Growth Strategy for Wealth Services

1 week ago


Étreux, Hauts-de-France, United States State Street Full time

Company Overview: State Street Wealth Services is a leading provider of wealth management solutions, seeking to empower wealth advisors and their investment managers to achieve better outcomes for their clients.

Salary Range: $225,000 - $337,500 Annual

The role is based in our primary location, with the salary range applicable. If the candidate works outside of this location, the salary may differ.

About the Role: We are seeking an experienced professional to lead our growth strategy for wealth services. As Head of Growth Strategy for Wealth Services, you will contribute to achieving our vision by managing sales targets, leading client management initiatives, and overseeing professional services for CRD Wealth.

Main Responsibilities:

  • Revenue Leadership: Lead all aspects of revenue for CRD Wealth, including Relationship Management, Sales, Marketing, Commercializing Partnerships, and Implementations.
  • Sales Strategy: Set sales targets by segment and geography, formulating sales plans to ensure achievement and building a substantial, market-leading offering.
  • Client Engagement: Develop relationships with senior client personnel, ensuring high touch engagement models, regular onsite visits, project status calls, and executive engagements.
  • Relationship Building: Establish long-term, strategic objectives for each client, measuring success against account plan goals, and proactively resolving client issues.
  • Cross-Functional Collaboration: Collaborate on revenue-related initiatives across the CRD Wealth Team and Wealth Services, maintaining awareness of the wealth management market and industry trends.

Additional Responsibilities:

  • Strategic Partnerships: Commercialize strategic partnerships with external partners as they relate to wealth services, in coordination with other executives within the organization.


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