CRD Wealth Sales Engineer, VP

State Street•Burlington, MA

About The Position

With over 40 of the world’s top wealth managers as customers and over $3 trillion in wealth related assets on the CR IMS, Charles River is a leading provider of investment technology for wealth managers, providing portfolio management, trading, compliance capabilities, and manager / sponsor connectivity. The company's SaaS-based, leading edge technology platform has been well received, and the firm is seeing a number of significant uptake from existing customers as well as attracting new named customers who see it as the best in class. Following the continued growth of Charles River’s Wealth business within the State Street, CRD is seeking a Sales Engineer to join the Sales Engineering team within US sales, supporting sales of investment lifecycle and data management capabilities to its clients. The Sales Engineers lead the pre-sales effort to educate prospects and existing clients in the use, features, and benefits of the solution. A core component is software demonstration and enthusiastic product presentation. Additionally, they work closely with the outside sales representatives to ensure all product, workflow, and best practice questions and objections are thoroughly addressed. The team you will be joining is a part of Charles River Development (CRD), that became a part of State Street in 2018. CRD delivers enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management, asset owners and alternative managers. Together we have created the first open front-to-back platform - State Street Alpha™ , that was launched in 2019 and combines Charles River software and State Street service capabilities and expertise, working with some of the world’s largest and most sophisticated investment managers. The Charles River IMS provides differentiated, market leading capabilities to buy-side firms, characterized by an open and flexible approach to workflow management along market-standard principles and strong capabilities in data management and integration, including with other leading firms who provide analytics and data. Join us if selling next generation investment software solutions using emerging technologies and redefining the buy-side industry sounds like an opportunity that excites you.

Requirements

The person needs to be advanced/competent in CR IMS and financial topics
Must be a good speaker
Client-facing experience (ideally implementation projects and knowing the complexity of delivering CRD at clients)
Implementation/consulting experience in front/middle office is equally (if not more important) than sales experience
Experience in demonstrating software solutions within the buy-side Wealth management market is critical.
Knowledge and experience of Investment Management workflow requirements across public markets including portfolio management and construction, risk, compliance, trading and middle office.
Knowledge and experience of the challenges in investment management relating to point-solution proliferation, rationalization strategies onto single platforms, and the end-to-end investment lifecycle.
Evaluation and set up of security master reference data, pricing, analytics, positions/holdings, corporate actions, index/benchmark data, fund/account information.
Awareness of typical technical landscape within a modern enterprise SaaS Applications including MS Azure, Snowflake, SQL, ETL tools, and machine learning models.
Knowledge of data vendors such as Bloomberg, Refinitv, MSCI, etc., other index and ESG data providers.
Hands on experience with at least one of the following systems – Simcorp Dimension, Blackrock Aladdin, Bloomberg AIM, S&P ThinkFolio, NeoXam
Proven written and verbal communication skills including: Ability to provide succinct and accurate responses to questions within the Investment Management segment. Written responses to RFP and RFI questions. Presentations to investment management business users Ad-Hoc written and verbal responses to questions raised by investment management business users.
Proven problem-solving skills.
Knowledge and awareness of the technology considerations relating to investment management platforms and their ecosystem in client architectures.
Awareness of the competitor solutions currently being used within the Investment Management industry.
Minimum of 3 years of experience working within a pre-sales or similar role
Prior industry experience with Wealth investment management, either with software platforms, service providers or in consultancy
Strong understanding of investment lifecycle management processes and requirements
Understanding of key topics and trends, including passive and ETFs, LDI strategies, derivatives overlay, multi-manager / OCIO, private credit and alternatives.
Good understanding of financial investment products across asset classes and workflows
Excellent verbal and written communication skills, good interpersonal skills, ability to gather and understand requirements in the financial sector.
Proven organizational skills with attention to detail.
Strong analytical and problem-solving skills
Flexibility with schedule and ability to work beyond regular business hours and travel as required.
Demonstrated planning and scheduling skills.
Ability to work on multiple initiatives simultaneously and deal with the inevitable surprises that are part of a dynamic environment.

Nice To Haves

Implementation experience would be ideal, sales experience is a bonus
CRD wealth experience is ideal, but can be learned
Basic knowledge of UMAs and/or rebalancer/optimizer would be ideal but can be learned
Private credit and alternatives is not essential, can be learned

Responsibilities

Preparation and detailed product presentation and demonstration to highly sophisticated investment professionals
Follow up with prospects to close out any unanswered questions or objections
Represent CRD at conferences and trade show exhibits
Coordinate or assist in general prospect visits or product test pilot projects
Assist with RFP or request for information (RFI) preparation

Benefits

Our 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 (excluding certain sales roles subject to sales incentive plans)
Eligibility for certain tax advantaged savings plans
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks