Client Enablement – Functional Specialist, Charles River Development, Vice President

Who we are looking for

The role of Client Enablement – Functional Specialist (Front Office) is a hands‑on product management position at Charles River Development. The Client Enablement team at Charles River is specifically focused on increased adoption of Charles River’s multi‑asset solution set, and this role is geared toward ensuring front office users of Charles River are leveraging the platform insofar as possible based on best practices and industry standards.

The candidate will provide business acumen and best practice guidance to engage with client personas to improve usage of the Charles River Investment Management solution. Responsibilities will include interacting with internal client management representatives, client stakeholders, and experts within CRD’s product management, professional services and technical support teams. Specific to the front office, this includes engagement with portfolio managers, traders, compliance officers, and technology staffed members to align client usage to key success criteria.

The scope of work involves solutioning for increased usage of specific Charles River modules, including evaluation of client requirements, review of existing product capabilities, and developing an engagement and delivery strategy. The role also serves as an advocate and internal stakeholder for the product area with respect to sales engagements, implementation solutioning, and broader business development efforts. The position is located in Burlington, Massachusetts, USA.

The team you will be joining is a critical component for the successful delivery of the Charles River Investment Management Solution and State Street Alpha, a market leader in providing a comprehensive end‑to‑end investment management platform covering front, middle and back office. The platform offers portfolio management, compliance, order and execution management, post‑trade processing, data provisioning and management, performance measurement, as well as other key capabilities important to the investment lifecycle.

As a Functional Specialist in the Client Enablement department, you will be responsible for:

• Understanding the common day in life use case and usage patterns for front office personnel and investment management professionals, including portfolio managers, traders, compliance users, and middle office/data personas
• Documenting and capturing key requirements, identifying areas of usage improvement, highlighting prospective gaps, and developing a plan for increased adoption and user satisfaction
• Contribute to the creation and maintenance of a client heatmap that will identify potential areas of focus for increased adoption
• Providing business leadership, design and solution building feedback where gaps/issues do exist
  • Contributing to the near and long term product roadmap for enhancement projects
• Building relationships for serving as a key client touch point for feedback gathering and solution evaluation
• Interface with counterparts on the technical/development side to ensure team efficiency is maximized and strategic goals are understood and executed upon
• Coordinate engagement across Client Management, Sales, Professional Services, Support, and internal stakeholders for increasing client satisfaction and product adoption

• Experience in product management and business analysis for the Investment Management industry and technology solutions servicing this market
• Bachelor’s Degree in engineering, product management, business administration, finance or equivalent, and/or other work experience in a technical setting
• Experience in Financial Services is required.
• Experience working with remote teams.
• Strong analytical and problem‑solving skills.
• Strong contributor with high motivation, with the ability to take initiative, set priorities and perform tasks with minimal guidance.

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries,…