Wealth Management Tech Support Specialist

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

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.