State Street Corporation
Burlington, MA, USA
Who we are looking for 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. It includes two operating businesses, Wealth Platforms (comprising CRD Wealth software, software services and investment advisory) and Wealth Custody (including banking, trading, lending and deposits revenue streams). With over $3 trillion in wealth related assets CRD Wealth is a leading provider of investment technology for wealth managers, providing portfolio management, trading, compliance capabilities, and manager / sponsor connectivity. CRD Wealth is seeking to recruit a Sales Executive to cover an assigned account base to both grow the existing client base (new business) and extend the footprint within existing clients. For existing customers, the company has a Client Management team, whose primary role is to work on a tactical...