At a Glance
- Tasks: Engage with clients to enhance their use of our investment management solutions.
- Company: Join State Street, a global leader in financial services and investment management.
- Benefits: Enjoy competitive pay, flexible work options, and comprehensive health benefits.
- Other info: Be part of a diverse team committed to inclusion and community engagement.
- Why this job: Make a real impact by improving client satisfaction and product adoption.
- Qualifications: Experience in product management and a background in finance or technology required.
The predicted salary is between 56250 - 68750 £ per year.
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 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 staff 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.
As a Functional Specialist in the Client Enablement department, you will be responsible for:
- Understanding the common day in life use case and usage patterns for front office personnel and investment management professionals, including portfolio managers, traders, compliance users, and middle office/data personas.
- Documenting and capturing key requirements, identifying areas of usage improvement, highlighting prospective gaps, and developing a plan for increased adoption and user satisfaction.
- Contributing to the creation and maintenance of a client heatmap that will identify potential areas of focus for increased adoption.
- Providing business leadership, design and solution building feedback where gaps/issues do exist.
- Contributing to the near and long term product roadmap for enhancement projects.
- Building relationships for serving as a key client touch point for feedback gathering and solution evaluation.
- Interface with counterparts on the technical/development side to ensure team efficiency is maximized and strategic goals are understood and executed upon.
- Coordinate engagement across Client Management, Sales, Professional Services, Support, and internal stakeholders for increasing client satisfaction and product adoption.
Qualifications:
- Experience in product management and business analysis for the Investment Management industry and technology solutions servicing this market.
- Bachelor’s Degree in engineering, product management, business administration, finance or equivalent, and/or other work experience in a technical setting.
- Experience in Financial Services is required.
- Experience working with remote teams.
- Strong analytical and problem-solving skills.
- Strong contributor with high motivation, with the ability to take initiative, set priorities and perform tasks with minimal guidance.
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
State Street is an equal opportunity and affirmative action employer.
Client Enablement - Functional Specialist, Charles River Development, Vice President in London employer: State Street Bank
At State Street, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. As a Principal Threat Modeling Architect, you will have access to inclusive development opportunities, flexible work-life support, and the chance to lead a high-performing team in a hybrid work environment. Our commitment to employee growth and community engagement, alongside our focus on security excellence, makes us an attractive choice for professionals seeking meaningful and rewarding careers in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Enablement - Functional Specialist, Charles River Development, Vice President in London
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We think you need these skills to ace Client Enablement - Functional Specialist, Charles River Development, Vice President in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to State Street Bank.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
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How to prepare for a job interview at State Street Bank
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with State Street Bank.
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✨Network with Industry Professionals
Before your interview, reach out to current or former State Street Bank employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
