State Street · 3 hours ago
Sales Enablement - Wealth Custody & Clearing, Assistant Vice President
Austin, Texas
Full-time
Onsite
Mid, Senior Level
$80K/yr - $140K/yr
5+ years expState Street is a global leader in institutional investing, and they are seeking an Assistant Vice President, Sales Enablement to support revenue growth across their wealth custody platform. This role involves equipping sales and business development teams with the necessary tools and knowledge to drive successful client engagements and requires a deep understanding of platform capabilities and effective communication with various stakeholders.
BankingFinanceFinancial Services
Responsibilities
Deliver clear, accurate product demos across all digital tools, and related capabilities to support sales enablement
Provide commercial support for sales, business development, and partnership teams with decks, one-pagers, competitive positioning, and client-ready collateral
Partner with Product Management to understand upcoming features, enhancements, and integrations
Train client-facing teams on platform features, new releases, processes, and value propositions
Provide structured feedback from client and prospect conversations to inform roadmap priorities
Coordinate with external fintech and platform partners so sales teams understand integrated capabilities
Partner with Operations and Client Service to understand onboarding workflows, service models, SLAs, and support processes
Develop and maintain internal materials for sales playbooks, capability summaries, demo scripts, and FAQs
Create and maintain client-facing materials that explain onboarding, service, support processes, and product roadmap
Prepare concise updates for leadership on sales insights, demo feedback, and product–market alignment
Qualification
Required
Undergraduate degree required
5–7+ years in sales enablement, product support, platform training, or related roles within financial services
Knowledge of wealth management technology, or adjacent financial services
Ability to translate complex platform capabilities into clear, client-ready messaging
Comfort delivering demos and presenting to clients, prospects, and internal teams
Strong collaboration across product, operations, compliance, and technology
Clear communication, organization, and attention to detail
Preferred
Experience supporting wealth advisors, RIAs, end to end workflows, custody, clearing, trading, or wealth technology products is preferred
Familiarity with integrations, APIs, digital platforms, and fintech partnerships is a plus
Benefits
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)
Eligibility for certain tax advantaged savings plans
Flexible work-life support
Paid volunteer days
Company
State Street
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.05B2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M
Leadership Team
Ronald O'Hanley
Chairman and Chief Executive Officer
R
Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
Recent News
legacy.thefly.com
2026-01-22
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