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

Who we are looking for

Wealth Custody and Clearing is seeking an experienced Vice President, Client Service & Advisor Experience to serve as the operational leader and execution partner to the Managing Director of Customer Experience & Advisor Support. This role is responsible for translating service strategy into consistent, highquality execution across advisorfacing teams, tools, and workflows.

This role is ideal for a handson leader who thrives in building, scaling, and running service organizationsnot just designing them. The Vice President oversees the daytoday delivery of advisor and client support, ensuring advisors feel heard, supported, and confident during moments that matterparticularly when issues arise operationally or when advisors are navigating complex or emotionally sensitive client situations.

We are seeking a leader who combines sound judgment, strong people leadership, and operational rigor with the ability to operate fluently in data, technology, and service performance insights. This role spans phone, chat, and digital service models and is accountable not only for seamless transitions from AIenabled tools to human support, but also for ensuring data and analytics actively inform how service is delivered, prioritized, and continuously improved.

The Vice President plays a central role in implementing and operating modern service platforms, including Salesforce Service Cloud and Agentforce, and is accountable for ensuring workflows, escalation paths, data models, and advisor experiences are intentionally designed, measurable, and scalable. Reporting directly to the Managing Director, this role serves as the MDs right handowning execution, consistency, and progress toward a more predictive, insightled service model as the platform grows.

Why this role is important to us

As Wealth Custody and Clearing grows in scale, complexity, and advisor expectations, success depends not only on having a strong service vision, but on disciplined and empathetic execution. The Vice President, Client Service & Advisor Experience is accountable for making that vision real in the daytoday experience advisors and clients encounter.

This role is critical to establishing the analytics foundation needed to understand advisor behavior, identify trends, and anticipate issues before they surface, while empowering service teams to triage, take action, and resolve problems quickly within clear control and escalation frameworks. The Vice President ensures technology, data, and AI are applied thoughtfully to strengthen judgment, insight, and responsiveness, enhancing the human service experience rather than replacing it.

What you will be responsible for

• Act as the daytoday execution leader for client service and advisor support, ensuring consistency, quality, and accountability across all service channels.
• Serve as the primary execution partner to the Managing Director, translating service strategy and roadmap objectives into operational plans and results.
• Oversee and empower frontline advisor service teams supporting inbound phone, chat, and digital inquiriesensuring effective triage, timely resolution, and intelligent escalation when supervisory or specialist oversight is required.
• Lead, coach, and develop people leaders and frontline associates, reinforcing a culture of ownership, empathy, accountability, and continuous improvement.
• Partner closely with Trading, Cashiering, Asset Servicing, Compliance, Risk, Technology, and Product teams to deliver seamless endtoend advisor support.
• Drive adoption and optimization of hybrid service models that blend AIenabled tools, Salesforce Service Cloud, Agentforce, selfservice, and human expertise.
• Act as a key business partner in the implementation and ongoing refinement of Salesforce Service Cloud workflows, case management, routing, and advisorfacing experiences.
• Own the definition and evolution of client service and advisor experience KPIs, operating deeply in performance data to identify trends, root causes, and opportunities to move the organization from reactive to predictive, proactive support.
• Ensure service workflows, escalation models, and operational controls are clearly documented, effective, and scalable.
• Champion simplification, automation, and AIassisted workflows to reduce advisor effort and time to resolution.
• Support oversight of thirdparty service partners to ensure alignment with experience standards and operational expectations.
• Serve as an escalation point for complex, sensitive, or highimpact advisor situations, ensuring thoughtful handling and resolution.
• Represent the service organization in crossfunctional forums to ensure advisor experience considerations are embedded in platform decisions and delivery timelines.

• Strong experience leading client service or advisor support teams within brokerdealer, custody, or wealth management environments.
• Proven ability to operationalize strategy and lead execution at scale.
• Demonstrated success building empowered service organizationsnot traditional call centers.
• Advisorcentric mindset with a strong appreciation for relationshipbased service.
• Experience operating in regulated environments with appropriate supervisory and escalation discipline.
• Handson experience implementing or operating Salesforce Service Cloud, with strong preference for familiarity with Agentforce, case management, routing, and workflow automation.
• Ability to partner effectively with technology, product, and operations teams to translate service needs into scalable platform solutions.
• Strong judgment, emotional intelligence, and leadership presence, particularly in highpressure or sensitive situations.
• Interest in leveraging automation, analytics, and AI to improve service outcomes without eroding trust.
• Clear communicator with strong crossfunctional and stakeholder management skills.

Education & Preferred Qualifications

• Undergraduate degree required.
• 710 years of relevant experience in client service, advisor support, or wealth operations.
• 35 years of people leadership experience strongly preferred.
• Industry licenses (e.g., Series 7, Series 63/66, Series 24 ) or ability to obtain within required timeframe.
• Prior experience supporting or implementing Salesforce Service Cloud , including Agentforce or similar advisorservice platforms, strongly preferred.
• Experience operating hybrid digital + human service models at scale preferred.

Salary Range:

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.

Employees are eligible to participate in State Streets 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.

For a full overview, visit .

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, youll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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