Who we are looking for
Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As the Technical Account Manager, you will be an essential part of the Client Management organization by leading our engagement with the ultimate end users of our platform. As a Technical Account Manager you will be responsible for remaining current on the latest in CR IMS technology as well as best practices for deployment across our clients. You will leverage your experience with the Charles River IMS to work primarily with Traders, Managers and Operations professionals, ensuring they get the most value from the platform.
Why this role 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 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 will be responsible for
Charles River Technical Account Managers will work closely with Client Managers to deliver product expertise to our clients, including:
- Conducting functional demonstrations or high-level training for clients
- Demonstrating intellectual curiosity regarding CRD products, with the motivation to remain current on new product features and client applications
- Identifying and delivering recommendations for client workflow improvements
- Collaborating with the Product teams to prioritize client enhancement requests after performing business analysis and evaluation
- Determining requirements for client product meetings and formulating the delivery approach with relevant account teams
- Assisting Client Management and Sales to identify new revenue opportunities including additional modules, services and/or formalized training
What we value
- Ability to work in close coordination with your team as well as independently on client site
- Identifying needs and helping to ensure that CRD continues to deliver on the evolving demands of our sophisticated client base
- Being able to uncover ways to improve our clients' experience with the Charles River IMS
- Having hands-on experience with CRIMS in an implementation, support or technical capacity is a plus
Education & Preferred Qualifications
- 5+ years' experience within the Financial Services /Software industry, in a project delivery or account management role, or similar
- 1+ year of hands-on experience with CRIMS in an implementation, support or technical capacity is a plus
- Prior Relationship / Client Management background is a plus
- Ability to travel to customer sites 25%-40% per calendar year
About 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
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