Global Head of Professional Services; Technical Implementation Services) Managing Director

Global Head of Charles River Technical Implementation Services

What we are looking for

Responsible for delivery and oversight of all technical implementation services globally. The Global Head  of Technical Implementation Services(TIS) will manageTIS practice managers and their teams of consultants at a variety of levels while holding them accountable for the successful implementation of the Charles River Investment Management Solution. In addition, theGlobal

Head of Technical Implementation Service swill work with sales leadership to develop business through positioning and selling services for new and existing customers. This role will interface with existing and prospective clients and all internal divisions of the company and reports to the Global Head of Delivery.

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.

Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.

What you are responsible for

• Oversee staff which includes technical practice managers,technical senior implementation managers,technical implementation managers andtechnicalconsultants of their client projects.

• Hire staff; ensure they are properly mentored, trained and motivated.

• Ensure all team personnel are effectively staffed and utilized.

• Achieve Technical Implementation  Services group revenue goals and utilization targets.

• Completetechnicalproject reviews on a regularly scheduled basis which includes:

• Review implementation status and resolvetechnicalimplementation issues.

• Work hands on with clients as necessary, with the goal of achieving successful, on schedule, on budget projects, as well as a high level of client satisfaction with implementation services.

• Ultimately responsible forthe technical delivery of each implementation upon which staff participates.

• Serve as liaison to Sales, R&D (Product Management, Engineering and QA) or other departments with needs or dependencies on services (and vice versa) to share expertise, elevate, champion/resolve issues, etc. Continuously improve implementation practices and procedures such as estimating, scoping, quality assurance reviews, methodologies, and reengineering to deliver cost effective and efficient deployments.

• Set technical direction for implementation projects – including the adoption of AI into the implementation process.

• Ensure that all staff adheres to policies and procedures.

• Participate in Sales process:

• Present implementation methodology and procedures overview to prospects (on-site and/or remotely).

• Respond to ad-hoc design and best practice questions from prospects and customers.

• Prepare realistic estimates, assumption documents, and SOWs for delivery to prospects and where necessary for inclusion in customer contracts.

• Compose and conduct staff reviews. Review and assess personnel for compensation and promotion purposes.

• Maintain utilization of 20-30% (1 – 1.5 days per week) via value-add management activities such as project reviews, specialized support, kick-off ad hoc meetings, etc…

• Review and approve Expenses and Time Entries

• Lead meetings

• Bi-weekly team meetings

• Project Reviews (internal and external)

• Account Reviews

Education and Preferred Qualifications

BA/MS degree in a field such as Finance, Economics, Financial Engineering, Computer Science, Mathematical Finance or another related field.

• Experience…