Product Management - Client Enablement (Front Office focus), VP

State Street; Burlington (MA); On-site; USD 110,000 - 188,750; Full time

Job summary

State Street in Burlington, MA is seeking a Client Enablement – Functional Specialist (Front Office) to drive adoption of the Charles River Investment Management solution. You will partner with portfolio managers, traders, and compliance teams to maximize platform usage and align client workflows with best practices.

You will interact with internal teams to translate client requirements into actionable product guidance, help shape engagement strategies, and contribute to ongoing roadmap

Qualifications

• Experience in product management and business analysis in investment management or financial services tech.
• Bachelor’s degree in a relevant field or equivalent work experience in a technical setting.
• Experience working with remote teams and strong analytical/problem-solving skills.
• Ability to take initiative, set priorities and work with minimal guidance.

Responsibilities

• Understand front office use cases and usage patterns for portfolio managers, traders, compliance users, and related personas.
• Document key requirements, identify adoption gaps, and develop plans to increase usage and user satisfaction.
• Contribute to client heatmaps to identify focus areas for adoption.
• Provide leadership, design feedback, and solution-building input where gaps exist.
• Contribute to near and long-term product roadmaps and align with sales, implementation, and service teams.

Skills

Product management

Business analysis

Remote teamwork

Analytical thinking

Initiative

Education

Bachelor’s Degree in engineering/product management/business or finance

Job description

Who We Are Looking For

The role of Client Enablement – Functional Specialist (Front Office) is a hands-on product management position at Charles River Development. The Client Enablement team at Charles River is specifically focused on increased adoption of Charles River’s multi-asset solution set, and this role is geared toward ensuring front office users of Charles River are leveraging the platform insofar as possible based on best practices and industry standards.

The candidate will provide business acumen and best practice guidance to engage with client personas to improve usage of the Charles River Investment Management solution. Responsibilities will include interacting with internal client management representatives, client stakeholders, and experts within CRD’s product management, professional services and technical support teams. Specific to the front office, this includes engagement with portfolio managers, traders, compliance officers, and technology staffed members to align client usage to key success criteria.

The scope of work involves solutioning for increased usage of specific Charles River modules, including evaluation of client requirements, review of existing product capabilities, and developing an engagement and delivery strategy. The role also serves as an advocate and internal stakeholder for the product area with respect to sales engagements, implementation solutioning, and broader business development efforts. The position is located in Burlington, Massachusetts, USA.

Why this role is important to us

The team you will be joining is a critical component for the successful delivery of the Charles River Investment Management Solution and State Street Alpha, a market leader in providing a comprehensive end-to-end investment management platform covering front, middle and back office. The platform offers portfolio management, compliance, order and execution management, post-trade processing, data provisioning and management, performance measurement, as well as other key capabilities important to the investment lifecycle.

What You Will Be Responsible For

• Understanding the common day in life use case and usage patterns for front office personnel and investment management professionals, including portfolio managers, traders, compliance users, and middle office/data personas.
• Documenting and capturing key requirements, identifying areas of usage improvement, highlighting prospective gaps, and developing a plan for increased adoption and user satisfaction.
• Contribute to the creation and maintenance of a client heatmap that will identify potential areas of focus for increased adoption.
• Providing business leadership, design and solution building feedback where gaps/issues do exist.
• Contributing to the near and long term product roadmap for enhancement projects.
• Building relationships for serving as a key client touch point for feedback gathering and solution evaluation.
• Interface with counterparts on the technical/development side to ensure team efficiency is maximized and strategic goals are understood and executed upon.
• Coordinate engagement across Client Management, Sales, Professional Services, Support, and internal stakeholders for increasing client satisfaction and product adoption.

Qualifications

• Experience in product management and business analysis for the Investment Management industry and technology solutions servicing this market.
• Bachelor’s Degree in engineering, product management, business administration, finance or equivalent, and/or other work experience in a technical setting.
• Experience in Financial Services is required.
• Experience working with remote teams.
• Strong analytical and problem-solving skills.
• Strong contributor with high motivation, with the ability to take initiative, set priorities and perform tasks with minimal guidance.

Salary Range

$110,000 - $188,750 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.

Benefits

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 https://hrportal.ehr.com/statestreet/Home.

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.

Equal Opportunity Employer

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.