Implementation Manager - AVP - FIXED INCOME - Investment Software Implementation - Charles River Development

State Street•Boston, MA

3h•Hybrid

About The Position

This role is for a Senior Consultant who will lead the implementation of the Charles River Investment Management Solution (CRIMS). Responsibilities include defining client requirements, configuring and tuning the application to meet client needs, training users, testing workflows, and resolving issues before go-live. The team is part of Charles River Development (CRD), which was acquired by State Street in 2018. CRD provides enterprise investment management software solutions for institutional investment, wealth management, and hedge funds. Together, they created the State Street Alpha platform, an open front-to-back solution launched in 2019. The role involves delivering next-generation infrastructure and utilizing emerging technologies like AI and Blockchain.

Requirements

Minimum of 5 years of experience with the implementation of mission-critical financial solutions.
Experience in the implementation of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable.
Hands-on experience implementing investment management software, preferably an order management and compliance system is especially valuable.
Substantive in one or more of the following: fixed income, equity financial instruments.
Understanding of investment management or wealth management work flows, derivatives and FX instruments.
Understanding of multi-tier technical architectures and relational database structures.
A strong record of customer service.
Implementation Managers must understand customer needs and build effective relationships.
The candidate must be able to convey plans, issues and concerns to clients and team members in a clear, logical and concise manner.
They will need to also be able to influence key decision makers both internally and externally.
Must be customer driven, have the ability to work within a team environment, and be focused on providing a high quality of service to the customer.
Strong time management skills including the ability to manage multiple projects in parallel.
Strong problem solving/analytical skills.
Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science.

Nice To Haves

Experience leading the implementation of Front, Middle or Back Office Investment Management systems is highly valued.
Candidates with exceptional implementation consulting skills who have successfully contributed to Capital Markets or other Financial IT projects will definitely be considered.
Familiarity with SQL, FIX and Crystal Reports is a plus.
An advanced degree or industry certification such as the CFA is a strong plus.

Responsibilities

Lead or directly contribute to CRIMS implementations.
Analyze and evaluate requirements while providing product expertise and guidance throughout the implementation project.
Ensure the solutions developed by Charles River meet the customer’s business needs and that the customer 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 customer requirements in order to help Charles River respond to sales opportunities.
Prepare and deliver sales presentations.
Execute proof-of-concept projects to demonstrate the potential of CRIMS to satisfy the specific needs of potential customers.
Educate customers on the methodologies and functionality provided by CRIMS.
Advise on best practices regarding the implementation and operation of Charles River solutions and services.
Monitor and evaluate customer requirements to identify potential enhancements to Charles River solutions and services.
Document and communicate product improvements as part of customer-specific implementation projects or in response to trends in the marketplace.
Contribute to software quality by clearly communicating defects to Client 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.

Benefits

competitive and comprehensive benefits packages
generous medical care
insurance
savings plans
flexible Work Program
development programs
educational support
paid volunteer days
matching gift program
access to employee networks
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