The role of Client Enablement – Functional Specialist (Front Office) is a hands-on product management position at Charles River Development. The Client Enablement team at Charles River is specifically focused on increased adoption of Charles River’s multi-asset solution set, and this role is geared toward ensuring front office users of Charles River are leveraging the platform insofar as possible based on best practices and industry standards. The candidate will provide business acumen and best practice guidance to engage with client personas to improve usage of the Charles River Investment Management solution. Responsibilities will include interacting with internal client management representatives, client stakeholders, and experts within CRD’s product management, professional services and technical support teams. Specific to the front office, this includes engagement with portfolio managers, traders, compliance officers, and technology staffed members to align client usage to key success criteria. The scope of work involves solutioning for increased usage of specific Charles River modules, including evaluation of client requirements, review of existing product capabilities, and developing an engagement and delivery strategy. 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. Why this role is important to us The team you will be joining is a critical component for the successful delivery 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.
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Job Type
Full-time
Career Level
Mid Level