Product Management - Client Enablement (Front Office focus), VP

State Street•Burlington, MA
•$110,000 - $188,750

About The Position

The Client Enablement – Functional Specialist (Front Office) is a hands-on product management role at Charles River Development, focused on increasing adoption of Charles River’s multi-asset solution set. The role helps front office users apply the platform in line with best practices and industry standards, providing business acumen and guidance to improve clients’ use of the Charles River Investment Management solution. The specialist works with internal client management representatives, client stakeholders, and experts across product management, professional services, and technical support. Front office engagement includes portfolio managers, traders, compliance officers, and technology staff. The role evaluates client requirements and existing product capabilities, then develops strategies to increase usage of specific Charles River modules. It also advocates for the product area in sales engagements, implementation solutioning, and broader business development efforts. The role is part of the Client Enablement team, which supports successful delivery of the Charles River Investment Management Solution and State Street Alpha, an end-to-end investment management platform with front-, middle-, and back-office capabilities. The position is located in Burlington, Massachusetts, USA.

Requirements

  • Experience in product management and business analysis for the investment management industry and technology solutions serving that market.
  • A bachelor’s degree in engineering, product management, business administration, or finance, or equivalent and/or other work experience in a technical setting.
  • Experience in financial services.
  • Experience working with remote teams.
  • Strong analytical and problem-solving skills.
  • Ability to take initiative, set priorities, and perform tasks with minimal guidance.

Responsibilities

  • Understand day-to-day use cases and usage patterns for front office personnel and investment management professionals, including portfolio managers, traders, compliance users, and middle office and data personas.
  • Document and capture key requirements, identify opportunities to improve usage and prospective product gaps, and develop plans to increase adoption and user satisfaction.
  • Contribute to creating and maintaining a client heatmap to identify potential areas of focus for increased adoption.
  • Provide business leadership, design input, and solution-building feedback where gaps or issues exist.
  • Contribute to near- and long-term product roadmaps for enhancement projects.
  • Build relationships and serve as a key client touchpoint for gathering feedback and evaluating solutions.
  • Work with technical and development counterparts to maximize team efficiency and ensure strategic goals are understood and executed.
  • Coordinate engagement across Client Management, Sales, Professional Services, Support, and internal stakeholders to increase client satisfaction and product adoption.
  • Advocate for the product area in sales engagements, implementation solutioning, and broader business development efforts.

Benefits

  • Competitive and comprehensive benefits packages, with details varying by location.
  • Medical care, insurance, and savings plans.
  • Flexible Work Program.
  • Development programs and educational support.
  • Paid volunteer days.
  • Matching gift program.
  • Employee networks.
  • 401(k) retirement savings plan with company match.
  • Basic life, medical, dental, vision, long-term disability, and optional insurance coverage.
  • Paid time off, including vacation, sick leave, short-term disability, and family care responsibilities.
  • Employee Assistance Program.
  • Eligibility for annual performance-based incentive awards, subject to stated exclusions.
  • Eligibility for certain tax-advantaged savings plans.
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