At a Glance
- Tasks: Engage with clients to enhance their use of our investment management solutions.
- Company: Join a leading firm in financial technology with a focus on innovation.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Collaborative environment with a strong emphasis on client satisfaction and team success.
- Why this job: Make a real impact by helping clients maximise their use of cutting-edge financial tools.
- Qualifications: Experience in product management and a background in finance or technology.
The predicted salary is between 80000 - 100000 £ 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 as fully 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.
Responsibilities
- Understand the day‑in‑life use cases and usage patterns for front‑office personnel and investment‑management professionals, including portfolio managers, traders, compliance users, and middle‑office/data personas.
- Document and capture key requirements, identify areas of usage improvement, highlight prospective gaps, and develop a plan for increased adoption and user satisfaction.
- Contribute to the creation and maintenance of a client heatmap that will identify potential areas of focus for increased adoption.
- Provide business leadership, design, and solution‑building feedback where gaps/issues exist.
- Contribute to the near‑ and long‑term product roadmap for enhancement projects.
- Build relationships to serve 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.
Client Enablement - Functional Specialist, Charles River Development, Vice President in London employer: State Street Corporation
At Charles River Development, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture. Our Client Enablement team is dedicated to empowering employees with comprehensive training and growth opportunities, ensuring that you can thrive in your role while contributing to the success of our clients. Located in a vibrant area, we offer a dynamic environment where your expertise in investment management technology will be valued and rewarded.
