Principal Implementation Manager - Equities​/Investment Software Implementation

Our office locations for this role are:
Boston MA, Burlington MA, Stamford CT, Clifton NJ, Princeton, NJ, Berwyn PA, Irvine CA, Sacramento CA and Toronto Canada.

Candidates must have strong Equities background for this role.

Principal Consultants serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS). Their contributions include defining client requirements, configuring and tuning the solution to the client’s business and technical needs, training clients, testing workflows and resolving issues before taking the client "live".

Principal Consultants are expected to demonstrate basic understanding of the entire CRIMS offering and advanced proficiency in at least one of the following areas:
Compliance, Equity, Fixed Income, Investment Solutions, Technology, Wealth Management or Project Management.

Principal Consultants should also have advanced consulting skills. This includes the ability to build effective working relationships, manage difficult situations and influence key decision-makers.

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.

• Serve as subject-matter expert within CRIMS implementation and upgrade projects. Analyze and evaluate requirements while providing product expertise and guidance throughout the project. Ensure the solution meets the client’s business needs and that the client is prepared to assume ownership and operate the solution after go-live.
• Provide assistance to other members of the Professional Services team and pro-actively develop and share best practices.
• Analyze and evaluate client requirements in order to help Charles River respond to sales opportunities. Contribute to sales presentations and proof-of-concept projects to demonstrate the potential of CRIMS to satisfy specific client needs.
• Educate clients on the functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services.
• Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of client-specific implementation projects or in response to trends in the marketplace.
• Contribute to software quality by clearly communicating defects to Technical Support and Product Management. Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes. Identify errors and mistakes in documentation and suggest corrections and improvements.

• Experience supporting or implementing investment management solutions within a bank, hedge fund, asset manager or wealth management firm. Experience with order management and compliance solutions is especially valuable.
• Advanced knowledge of fixed income or equity financial instruments. Experience with investment management or wealth management workflows. Solid understanding of derivatives and FX instruments.
• Basic command of SQL and understanding of relational databases. Familiarity with FIX or similar protocols is a plus. Familiarity with Crystal Reports or similar reporting packages is a plus.
• A…