Product Specialist, Officer

CFA Institute; Burlington (VT); On-site; USD 70,000 - 118,750; Full time

Benefits offered by this job

401K plan with company match

Health insurance including dental and vision

Paid time off

Access to Employee Assistance Program

Annual performance-based awards

Job summary

CFA Institute is looking for a candidate to provide technical support to CRD customers in Wealth Management. Responsibilities include diagnosing issues, delivering user training, and collaborating with teams to improve client outcomes.

The ideal candidate will have a Bachelor's degree in a relevant field, 2+ years of experience in financial technology, and strong communication skills. A comprehensive benefits program is included.

Qualifications

• 2+ years of experience in financial technology.
• Strong knowledge of wealth management concepts.
• Ability to engage senior stakeholders.

Responsibilities

• Provide technical support to clients.
• Diagnose and resolve technical issues.
• Collaborate with Product and Engineering teams.

Skills

Technical support

Financial technology

Analytical skills

Problem-solving

Communication

Team-oriented

Basic SQL knowledge

Education

Bachelor's degree in a technical discipline

MBA or Master's preferred

SIE, CFA, or FRM certifications

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

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.

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.

About State Street

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. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work‑life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. 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.

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.