Advisor Support and Experience Lead, Assistant Vice President - Wealth Custody & Clearing

Advisor Support and Experience Lead is a client-facing role within State Street Wealth Custody & Clearing centered on delivering high-quality, relationship-focused service to RIA partners and end investors. The role acts as a primary point of contact for service inquiries across phone, email, and digital channels, executing transactions and servicing requests across asset classes with accuracy and regulatory compliance. Responsibilities include resolving client issues, onboarding and documentation workflows, leveraging Salesforce Service Cloud, ensuring SLAs adherence, collaborating with cross-functional teams, and guiding advisors and clients through digital/self-service tools. Ideal candidates have 2–4 years of experience in financial services, hold or can obtain Series 7 (and possibly Series 63/66), possess strong problem-solving and communication skills, and can operate effectively in a structured, regulated environment. The position is based in Dallas, TX, offering a clear path to develop expertise in custody operations, financial products, and service workflows with opportunities for professional growth within a technology-enabled service model.