Chief Revenue Officer (CRO) of CRD Wealth

$225,000 - $337,500/Yr

2001 SSB&T - Boston, MA

Full-time - Executive

Boston, MA

About the position

The Chief Revenue Officer (CRO) for CRD Wealth at State Street Wealth Services is responsible for driving revenue growth by managing sales targets, leading client management initiatives, and overseeing professional services for CRD Wealth. This role involves building and scaling a market-leading offering, ensuring high engagement with clients, and collaborating on revenue-related initiatives across the organization.

Responsibilities

• Lead and oversee all aspects of revenue for CRD Wealth including Relationship Management, Sales, Marketing, Commercializing Partnerships, and Implementations.
• Build and scale a substantial, market-leading offering through setting sales targets by segment and geography and formulating sales plans to ensure achievement.
• Ensure a high touch engagement model with clients, including regular onsite visits, project status calls, and executive engagements.
• Develop relationships with senior client personnel to gain understanding of client strategy and CRD's alignment to achieving their strategy.
• Maintain frequent communication and collaboration with internal client account teams.
• Establish long-term, strategic objectives for each client and measure success against account plan goals.
• Proactively ensure effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams.
• Collaborate on revenue-related initiatives across CRD Wealth Team and Wealth Services.
• Maintain 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.

Requirements

• Proven experience in managing sales and revenue growth in a wealth management or financial services environment.
• Strong leadership skills with the ability to manage and motivate teams.
• Excellent relationship management skills with a focus on client engagement and satisfaction.
• Ability to develop and implement strategic sales plans and targets.
• Strong communication and collaboration skills to work effectively with internal teams and external partners.

Nice-to-haves

• Experience in commercializing partnerships within the financial services sector.
• Knowledge of wealth management market trends and client strategies.

Benefits

• Paid volunteer days
• Access to employee networks for personal and professional connection
• Tools to help balance professional and personal life