Head of Technology - Wealth Services (Clearing & Custody), Managing Director
$170k - $282.5kState Street
Who We Are Looking For State Street is seeking a Managing Director, Head of Technology, Wealth Services reporting to the Global Head of Technology / COO, Wealth Services. This role is responsible for defining and executing the technology strategy, architecture, and delivery of State Street’s Wealth Custody & Clearing platform, including integration with third-party custody and clearing providers. The role is responsible for modernizing and scaling technology capabilities across custody, clearing, advisor solutions, and client platforms through a cloud-native, API-first approach. Why This Role is important to us Wealth Services Technology is building State Street’s next-generation wealth platform, including broker-dealer, custody, and clearing capabilities. This role is responsible for delivering scalable, secure, and compliant technology solutions that support client onboarding, transaction processing, advisor services, and strategic partner integrations. The position is critical to enabling business growth and delivering differentiated capabilities to institutional and RIA clients. What you will be responsible for As a Managing Director, you will: Define and execute the Wealth Services technology strategy aligned with business and enterprise objectives. Lead the architecture and development of a scalable, cloud-native platform supporting account opening, trading, clearing, settlement, custody, and reporting. Drive API-first and event-driven architectures to enable seamless integration and real-time processing. Lead integrations with third-party clearing and custody providers, including Apex. Modernize core platform capabilities, including transaction processing, portfolio accounting, compliance, and digital client platforms. Ensure compliance with regulatory requirements, including SEC, FINRA, AML, KYC, and OFAC standards. Advance the use of AI, automation, and analytics to improve operational efficiency, risk oversight, and client experience. Lead a global engineering organization with accountability for delivery, reliability, scalability, and performance. Partner with Product, Operations, Risk, and external vendors to deliver enterprise-wide solutions. Manage technology investments, vendor relationships, and cost optimization initiatives. What We Value Proven ability to build and lead high-performing global technology teams. Deep expertise in wealth management, custody, clearing, brokerage, or related financial services platforms. Experience leading large-scale platform modernization and cloud transformation programs. Strong knowledge of regulatory, compliance, and risk management requirements. Ability to influence senior stakeholders and align technology investments with business outcomes. Education & Preferred Qualifications Bachelor's degree in Computer Science, Engineering, or a related field; advanced degree preferred. 15+ years of technology leadership experience in wealth management, custody, clearing, brokerage, or financial services platforms. Demonstrated success delivering large-scale platform transformations and complex integrations. Expertise in cloud architecture, APIs, distributed systems and cybersecurity. Experience integrating third-party books and records platforms such as Apex Clearing. Preferred Experience Experience leading global teams across multiple regions Managing strategic vendor and partner relationships. Supporting large-scale client onboarding or platform migration programs. Experience with introducing broker-dealer operating models. Work Requirements Hybrid work arrangement consistent with State Street policy. Travel as needed to support employees, clients, and strategic partners. Salary Range: $170,000 - $282,500 Annual 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 Street’s 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 About State Street 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, you’ll 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. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 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, you’ll 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. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement
$170k - $267.5k
...Officer (CRO) for Global Wealth Custody & Clearing will be responsible for driving... ...across our Wealth Services platform. This influential... ...deep expertise in wealth management, custody, and clearing solutions... ...client operating models, technology ecosystems, and compliance...SuggestedTemporary workFlexible hours$120k - $217.5k
...The Senior Legal Counsel (VP) - Wealth, Custody & Clearing - Retail Brokerage is a senior legal... ...line. Reporting to the SVP, Head of Alpha and Wealth Services Legal, this role serves as the primary... ...and regulatory discussions. Manage relationships with external counsel...SuggestedTemporary work$120k - $217.5k
Who We Are State Street’s Wealth Custody & Clearing (WC&C) business delivers institutional grade... ...custody, clearing, and platform services to wealth managers, broker dealers, and financial institutions... ...technical leader within the WC&C Technology team, you will architect, design,...Suggested$70k - $130k
Who we are looking for Wealth Custody and Clearing is seeking an experienced Assistant Vice President,... ...documentation requirements, and lifecycle servicing workflows. The Assistant Vice... ...attribute modifications Support and manage complex account structures, including...SuggestedTemporary workFlexible hours$155k - $230k
...we are looking forWe’re significantly expanding our wealth service offering across custody and clearing, and developing new consumer-grade applications for... ...optional requirementsExperience designing wealth management applicationsExperience collaborating with AI/ML teams...SuggestedTemporary workWork at officeWork from homeFlexible hours$208k - $270k
## Head of Data Science Technology SolutionsApplylocations: USA-SR100-Stamford: New... ...dynamic firm spans asset management, wealth management, and fintech,... ...across market hours.* Create clear differentiation between... ...in regulated financial services environments.***Capital Markets...Work at officeLocal areaFlexible hours$170k - $267.5k
...accomplished and forward-looking Head of Talent Acquisition... ...hiring across the COO, Wealth, and Alpha business... ...COO organization spans Technology, Operations, Wealth,... ...data and insight Manage complexity calmly and effectively... ...deliver best-in-class services. Maintain a select...Full timeTemporary workFlexible hours$120k
...Head Of Sales - Financial Technology Services Vichara is a Financial Services focused products and services firm headquartered in NY and building systems... ...broker-dealers, hedge funds, fund-of-funds and asset managers. Build strong relationships with qualified...- ...CORPORATION is looking for a Senior Legal Counsel (VP) for Wealth, Custody & Clearing to provide strategic legal advice for its retail brokerage... ...extensive experience in legal compliance and project management within the financial sector. The ideal candidate will have...
- ...ABOUT THIS ROLE Audible’s Head of Creator Technologies is responsible for strategy... ...planning and issue remediation Manage the complete software... ..., and potential strategies clearly to executives to help them... ...available and low latency services Experience in driving new feature...Live in
$300k - $412.5k
Role Overview The Head of Enterprise Payments... ..., and Retiree Services is a senior executive... ..., and emerging technologies. This role operates... ...in assets under custody and/or administration... ...strategy into clear operating priorities... ...governance, issue management, and escalation mechanisms...Full timeTemporary workLocal areaFlexible hours$110k - $181.25k
...comprehensive understanding of ETF servicing including all facets of ETF... ...and present this information clearly and concisely. Significant... ...SSGS gives asset owners and managers access to the essential financial... ...solutions. From core custody, accounting, fund administration...Temporary work- JPMorgan Chase & Co. is looking for a Client Service Group Manager, Vice President for their Boston, MA office. This role involves managing sales support and administrative staff, overseeing training initiatives, and collaborating with upper management on strategic goals...Work at office
$120k - $202.5k
...Overview As a Senior Data Management Technical Analyst, you... ...power next-generation wealth management solutions.... ...strong business and technology design ownership. You... ...platforms with APIs, services, and AI/ML workflows.... ...used and persisted is clearly understood in terms of...Temporary work$110k - $207.5k
VP - Head of Legal TechnologyCorporate Functions... ...forThe Head of Legal Technology is a senior technology... ...discipline expected by senior management and regulators.What... ..., and resilient Legal services.Own the integrated... ...discretionary initiatives with clear milestones,...Contract workTemporary workWork at officeFlexible hours- ...Chief Executive Officer (CEO), Wealth Management About the Company Confidential wealth management... ...division. Industry Financial Services Type Privately Held About the... ...adept at managing change, and have a clear focus on client satisfaction and regulatory...
- ...requires over fifteen years in Private Banking or Financial Services, alongside a Bachelor's degree and necessary licenses. You will manage client relationships, generate business results, and advise clients on their wealth management strategies. The ideal candidate has proven...
$115k - $201.25k
...looking for: As an Alternative Investment Services Bank Loans Operations Vice President, the... ...dependencies required to successfully manage the end client delivery executed by multiple... ...in or exposure to Fund Accounting, Custody, Financial Reporting, Recon, Fund Operations...Temporary workWork at office- ...Cardiovascular Service Line Leadership Tufts Medicine is a leading integrated academic health system delivering exceptional, connected... ...Executive of the Cardiovascular Service Line (CVSL PE) provides clear vision and leadership in promoting the strategic direction and...Traineeship
$200.3k - $293.81k
...in execution and impact Role Overview The Services organization is creating a Principal Product Manager, Applied AI & Agentic Solutions role to lead the identification... ...uncover the highest-leverage use cases. Define clear problem statements, target users, hypotheses,...Work at officeRemote workFlexible hours$15k
...Description Income Research + Management Income Research +... ...best-in-class client service to our 900+ institutional and private wealth clients. Founded in 1... ...investment consultants, while clearly and confidently... ...role will report to the Head of Private Wealth and will...Full timeTemporary workCasual workWork at officeRemote workWork visaFlexible hours- ...Hospital Tufts Care at Home Cardiovascular Service Line Leadership Overview The... ...Cardiovascular Service Line (CVSL PE) provides clear vision and leadership in promoting... ...CVSL physician leaders, VP of CVSL, Directors, and administrative managers to monitor and improve utilization...TraineeshipLocal area
- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax...
- asset-management, project-management, Wealth Management, Change & Transformation Perm Hybrid We’re supporting... ...initiatives across operations, process, technology, and change — helping scale a... ...-15 years’ experience in Financial Services or Consulting (wealth / asset management...Permanent employment
- ...shaping the future of Fund Services. As an Executive Director in Traditional Fund Services Product Management, you will drive product strategy... ..., including Operations, Technology, Sales, Service, Legal,... ...operational requirements on both custodial and fund accounting,...Contract work
- ...A leading financial services firm is seeking a Head of Private Markets and Alternatives in Boston, MA. This senior role involves managing strategy and execution in Hedge Fund Services and... ...services with a focus on building innovative technology solutions. #J-18808-Ljbffr...
$385k - $425k
...and executive director of Berklee College... ...Senior Project Manager, and will work... ..., chairs, and technology and administrative... ...listener. Clearly demonstrated dedication... ...global head of the Creator... ...launched a new artist services division,... ...Boston offers a wealth of opportunities...Full timeContract workPart timeSummer workWork at officeLocal areaWorldwideFlexible hoursShift workNight shift$180k - $200k
...Income Research + Management Income Research +... ...best-in-class client service to our 800+... ...institutional and private wealth clients.... ...and adopting new technologies Leadership & Collaboration... ...with the Head of Data Services and... ...enhancements Communicate clearly with business...Full timeTemporary workCasual workWork visa$155k - $410k
...consulting focus on providing consulting services related to human resources, talent management, and organisational development.... ...-level enablers. Promote technological advances, creating an... ...atmosphere of trust and innovation. As a Director, you will demonstrate thought...Full timeTemporary workH1b- ...Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With... ...and reduce operational risk Partner with technology and operations teams to evaluate and implement...Contract workTemporary workWork at officeRemote workWorldwide3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Head of Technology - Wealth Services (Clearing & Custody), Managing Director. Be the first to apply!
- service development manager Boston, MA
- service advisor assistant service manager Boston, MA
- director of service operations Boston, MA
- service sales manager Boston, MA
- director shared services Boston, MA
- clinical services director Boston, MA
- director managed services Boston, MA
- area service manager Boston, MA
- director network services Boston, MA
- automotive service director Boston, MA


