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

State Street Corporation

United States

On-site

USD 110,000 - 189,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

401K with match

Medical insurance

Paid time off

Employee Assistance Program

Bonus opportunities

Savings plan

Job summary

State Street is seeking a Client Enablement – Functional Specialist (Front Office) for Charles River Development in Burlington, MA. You will help front office users maximize Charles River’s multi-asset solution through best practices, engaging with portfolio managers, traders and compliance officers to drive adoption and value.

In this hands-on role, you will document requirements, shape engagement strategies, and collaborate across product management, services and support to ensure a successful

Qualifications

Experience in product management and business analysis for the Investment Management industry and technology solutions servicing this market.
Experience working with remote teams
Strong analytical and problem‑solving skills

Responsibilities

Understand the day-to-day use cases and usage patterns for front office personnel and investment management professionals.
Document requirements, identify gaps, and plan for increased adoption and user satisfaction.
Contribute to a client heatmap to identify focus areas for adoption.
Provide business leadership and feedback on gaps/issues.
Contribute to near and long-term product roadmaps for enhancements.
Build relationships as a key client touch point for feedback and evaluation.
Coordinate with Client Management, Sales, Professional Services, Support and internal stakeholders to increase client satisfaction and adoption.

Skills

Product management

Business analysis

Investment Management

Remote teams

Analytical thinking

Initiative

Education

Bachelor’s Degree in engineering, product management, business administration, finance or equivalent

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
Contributing 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

About State Street

State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

What we do.

Work, Live and Grow.

We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility.

We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

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

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)
eligibility for certain tax advantaged savings plans

About State Street Across the globe

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.

Join us in shaping the future.

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

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

Get your free, confidential resume review.

or drag and drop your file here.