Product Specialist, Officer

State Street•Burlington, MA

39d•$70,000 - $118,750•Onsite

About The Position

Provide Functional application technical support to CRD customers in the Wealth Management space. 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 the first open front-to-back platform - State Street Alpha, that was launched in 2019.

Requirements

Bachelor’s degree in a technical discipline (Finance, Economics, Financial Engineering, Fintech, or related field)
2+ years of experience in financial technology, including trading support, middle/back office operations, fund accounting, or front-office trading, with exposure to Charles River IMS or similar OMS/EMS platforms
Strong knowledge of wealth management concepts and financial instruments (fixed income, derivatives, equities), along with a solid understanding of the Trade Lifecycle
Strong analytical and problem-solving skills, with a high level of attention to detail and demonstrated experience in process analysis and project management
Excellent communication and interpersonal skills, with the ability to confidently engage senior stakeholders, facilitate working sessions, and gather requirements effectively
Proven ability to prioritize, manage multiple tasks, and operate effectively in a fast-paced, client-driven environment
Team-oriented and customer-focused, with a strong commitment to delivering high-quality outcomes
Basic working knowledge of SQL

Nice To Haves

advanced degree (MBA or Master’s) preferred
SIE, CFA, or FRM certifications are highly desirable

Responsibilities

Provide technical support by diagnosing issues, resolving inquiries, and delivering user guidance and training.
Investigate complex technical problems, including third-party integrations, and develop and test effective workarounds.
Function as a central support representative for Wealth Management, collaborating with Product and Engineering to translate client needs into actionable feedback and solutions.
Deliver high-quality client support, including managing sensitive or high-impact issues with professionalism.
Adhere to established support procedures while contributing to continuous process improvement.
Maintain accurate documentation of client interactions and issue resolutions.
Lead or support special projects and additional duties as needed to support team and organizational objectives.

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