Client Service & Advisor Experience, Vice President - Wealth Custody And Clearing

STATE STREET

Not specified; eligible for annual performance-bas...
Hybrid
7-10 years client service experience
Salesforce service cloud implementation
Lead advisor support teams at scale
This role serves as the operational leader and execution partner to the Managing Director, responsible for translating service strategy into consistent, high-quality execution across advisor-facing teams

Job Summary

  • This role serves as the operational leader and execution partner to the Managing Director, responsible for translating service strategy into consistent, high-quality execution across advisor-facing teams.
  • The Vice President oversees day-to-day delivery of advisor and client support, ensuring seamless transitions from AI-enabled tools to human support while leveraging data analytics for proactive issue resolution.
  • Employees are eligible for a comprehensive benefits program including retirement savings plans with company match, full insurance coverage, paid time off, and annual performance-based incentive compensation.

Matching Summary

This role serves as the operational leader and execution partner to the Managing Director, responsible for translating service strategy into consistent, high-quality execution across advisor-facing teams.

Salary

Not specified; Eligible for annual performance-based awards; Comprehensive benefits including 401K match and insurance

Skills & Requirements

Must-have

  • 7-10 years client service experience
  • Salesforce Service Cloud implementation
  • Lead advisor support teams at scale
  • Hybrid AI and human service models
  • Wealth custody or broker-dealer background

Nice-to-have

  • Strong emotional intelligence in sensitive situations
  • Experience with Agentforce platform
  • Data-driven predictive service approach
  • Cross-functional stakeholder management skills
  • Culture of ownership and continuous improvement

Key Requirements

  • Undergraduate degree required
  • Series 7, Series 63/66, or Series 24 license
  • 3-5 years people leadership experience preferred

Work Rights

Not specified

Tailored Resume

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