Product Specialist, Officer

State Street; Burlington (MA); On-site; USD 70,000 - 118,750; Full time

Benefits offered by this job

Retirement savings plan (401K) with company match

Medical, dental, and vision insurance

Paid time off including vacation and sick leave

Employee Assistance Program

Annual performance-based awards

Job summary

State Street in Burlington, Massachusetts is looking for a Functional Application Technical Support specialist in Wealth Management. This role involves diagnosing issues, providing user guidance, and collaborating with Product and Engineering teams to meet client needs effectively.

The ideal candidate should have a Bachelor’s degree in a relevant field, 2+ years of financial technology experience, and strong analytical skills. The position offers a competitive salary and a comprehensive benefits program.

Qualifications

• Bachelor's degree in a technical discipline, advanced degree preferred.
• 2+ years of experience in financial technology with exposure to Charles River IMS.
• Strong knowledge of wealth management concepts and financial instruments.

Responsibilities

• Provide technical support by diagnosing issues and delivering user guidance.
• Investigate complex technical problems and develop effective workarounds.
• Collaborate with Product and Engineering to translate client needs.

Skills

Technical support

Analytical skills

Problem-solving

Communication skills

Customer focus

SQL knowledge

Education

Bachelor’s degree in a technical discipline

Advanced degree (MBA or Master’s)

SIE, CFA, or FRM certifications

Tools

Charles River IMS or similar OMS/EMS platforms

Job description

What Are We Looking For

Provide Functional application technical support to CRD customers in the Wealth Management space.

Why this job is important to us

The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created the first open front-to-back platform - State Street Alpha, that was launched in 2019.

What You Will Be Responsible For

• Provide technical support by diagnosing issues, resolving inquiries, and delivering user guidance and training.
• Investigate complex technical problems, including third-party integrations, and develop and test effective workarounds.
• Function as a central support representative for Wealth Management, collaborating with Product and Engineering to translate client needs into actionable feedback and solutions.
• Deliver high-quality client support, including managing sensitive or high-impact issues with professionalism.
• Adhere to established support procedures while contributing to continuous process improvement.
• Maintain accurate documentation of client interactions and issue resolutions.
• Lead or support special projects and additional duties as needed to support team and organizational objectives.

Education & Preferred Qualifications

• Bachelor’s degree in a technical discipline (Finance, Economics, Financial Engineering, Fintech, or related field); advanced degree (MBA or Master’s) preferred; SIE, CFA, or FRM certifications are highly desirable.
• 2+ years of experience in financial technology, including trading support, middle/back office operations, fund accounting, or front-office trading, with exposure to Charles River IMS or similar OMS/EMS platforms.
• Strong knowledge of wealth management concepts and financial instruments (fixed income, derivatives, equities), along with a solid understanding of the Trade Lifecycle.
• Strong analytical and problem-solving skills, with a high level of attention to detail and demonstrated experience in process analysis and project management.
• Excellent communication and interpersonal skills, with the ability to confidently engage senior stakeholders, facilitate working sessions, and gather requirements effectively.
• Proven ability to prioritize, manage multiple tasks, and operate effectively in a fast-paced, client-driven environment.
• Team-oriented and customer-focused, with a strong commitment to delivering high-quality outcomes.
• Basic working knowledge of SQL.

Salary Range

$70,000 – $118,750 Annual.

Benefits

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: 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; and eligibility for certain tax‑advantaged savings plans.

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.

Job ID

R-791571