Client Enablement, Wealth - VP

This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

Who we are looking for :

The role of Client Enablement / Solutions Architecture, Wealth is a hands- on product management position at Charles River Development. The candidate will provide business leadership and provide managerial coordination of strategic product initiatives across the department, including product planning and execution of various elements of these initiatives in concert with existing product management team members. Scope of work involves solutioning of proposed client solutions leveraging Charles River in addition to future state architecture design of such solutions. 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.

Working across multiple product functional and technical areas, the role will oversee the evolution and design of new features and integrations in the CRIMS Wealth platform suite of solutions. This role will drive definition and delivery of functional and non-functional requirements for our platform to ensure optimal operation of the product suite of offerings.

Additionally, the candidate will work closely with other areas of the organization such as professional services, technical implementation services, relationship managers, support, and operations teams to ensure the administration and tooling meets both internal and external stakeholder needs.

Finally, this role will interface with internal stakeholders as well as external stakeholders (clients, prospects, potential and existing partners) to ensure the CRIMS Wealth platform is delivering best in class capabilities to the market

Why this role is important to us :

The team you will be joining is part 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 Solutions Architect (Wealth) in the Client Enablement department, you will be responsible for :

Shaping and executing the firm's strategic vision with respect to Wealth Management solutions from an organic and inorganic / partnership perspective

Providing business leadership, design and solution building feedback, and coordinate work efforts across product and development teams

Contributing to the near and long term product roadmap for enhancements

Building relationships for serving as a key client touch point for feedback gathering and solution evaluation

Evaluating potential partnerships and assist with managing the relationship with partners as part of the Alpha Ecosystem

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

Work closely with Marketing and Product Strategy to ensure product vision is articulated and understood

Serve as owner of medium to large initiatives and manage them from inception to completion

Qualifications :

• Experience in product management and business analysis for software systems.
• Experience leading product management and software engineering teams.
• Experience in the Wealth Management industry and technology solutions servicing the market.
• Bachelor's Degree in engineering, product management, business administration, finance or

equivalent, and / or other work experience in a technical setting

State Street

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, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.

We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com / careers Charles River Development

Salary Range :

$115,000 - $190,000 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure :

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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