Vice President, Wealth Custody & Clearing Strategy & Partnerships Greater Boston, MA Area
About the Role
Greater Boston, MA Area (On-site)(Boston, Massachusetts)
The Company is seeking a Vice President to support strategy and execution for its wealth custody and clearing business. Responsibilities include advancing growth and business development initiatives, contributing to strategic and operating plans, and researching market trends and partnership opportunities. The role will help assess potential investments and acquisitions, develop financial models, support contractual arrangements, and coordinate with internal teams, external partners, and consultants. It will also drive governance, issue management, and decision-making across complex initiatives while ensuring plans deliver measurable business results. Candidates should have an undergraduate degree; a graduate degree or MBA is preferred, along with at least seven years of related experience, preferably in financial services. Relevant strengths include experience supporting M&A transactions, strategic alliances, partnerships, or investments, and familiarity with wealth management or custody services. The role requires financial modeling expertise, strong strategic and analytical judgment, and the ability to manage multiple priorities and cross-functional projects. Excellent communication, customer orientation, and a results-focused approach are essential; investment banking, business development, corporate development, or consulting experience is advantageous.
Functions:
- Strategy
- Business Development
- Corporate Development
Compensation
USD $110,000-$207,500 (salary) per year
About the Company
Expanding provider of investment management, research & trading services
Industry
Financial Services
Type
Public Company (STT)
Age
employees
10,001+