Product Specialist, Officer

What Are We Looking For

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

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.

• 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.

• 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.

$70,000 – $118,750 Annual.

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.

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.

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