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For Companies At a Glance
- Tasks: Lead client engagements and manage software implementation for top-tier companies.
- Company: Join a leading global investment management firm with a focus on innovation.
- Benefits: Competitive salary, comprehensive benefits, flexible work options, and professional development support.
- Why this job: Be at the forefront of technology with AI and blockchain in a dynamic environment.
- Qualifications: 4+ years in SaaS implementation, strong communication skills, and analytical mindset.
- Other info: Diverse and inclusive workplace with opportunities for growth and community engagement.
The predicted salary is between 72000 - 108000 £ per year.
As part of the Professional Services organization within Mercatus, the primary goal of the Principal Consultant is to ensure successful Implementation and Configuration Services (ICS) to meet customer requirements while promoting adoption and enabling sales of other company software and services. This role handoffs a client from a finalized Sales contract to onboarding (a consulting engagement that could last several months). As a senior member of a high-growth team, this person may also support business development throughout the sales process. The role combines elements of Sales, Client Management, and Operations and collaborates across the company to gain broad exposure to the business. The Principal Consultant is the key interface to customer success and will engage with large private markets funds and multinational companies. Delivery to client goals and acting as a trusted advisor are central to this role. The VP level handles more complex, strategic clients.
The team is part of Charles River Development (CRD), which became part of State Street in 2018. CRD creates enterprise investment management software for institutional clients, wealth management, and hedge funds. Together we launched the first open front-to-back platform, State Street Alpha, in 2019. Join us if delivering next‑generation infrastructure with emerging technologies like AI and blockchain excites you.
What You Will Be Responsible For
- Client Work: Own client engagement and program management of Professional Services deployment.
- Manage customer relationship throughout ICS.
- Guide customer to decisions / consensus and drive to deadlines assertively.
- Lead requirements gathering with customer to ensure successful configuration specific to needs.
- Design deployment outcomes with heavy focus on end visuals in Business Intelligence for client reporting/analysis.
- Define deployment options for customer and outline key advantages / disadvantages.
- Coordinate individual Business Managers responsible for various elements of customer integration.
- Deliver final configuration to customer and complete onboarding.
- Establish plan for Organization Change Management (OCM) within the customer org, including leading Live Training and supporting post-ICS adoption with the Account Manager.
Business Development:
- Identify opportunities for other Software or Services within current customers through ICS engagements.
- Drive proofs-of-concepts for specific functional groups to illustrate deployments and value of SaaS.
- Lead Trial account engagements for prospecting customers.
What We Value
- 4+ years’ experience implementing SaaS solutions for private markets, investment banks, or Fortune 500.
- Experience in Private Credit / Debt, Infrastructure investments, Private Equity, Fund / Portfolio Management.
- Experience leading change management across large enterprises (50+ people across regions).
- Ability to communicate effectively from C-level to entry level.
- Strong interpersonal skills to manage client relationships.
- Analytical with strong problem-solving skills.
- Process-oriented with attention to detail.
- Ability to proactively seek solutions and improve performance.
- Experience with Business Intelligence dashboards / data modeling is highly preferred.
- Experience delivering corporate training, proofs-of-concept, and promoting software usage is preferred.
Education & Preferred Qualifications
- Degree in finance or business preferred.
- CAIA or CFA designation highly preferred.
Additional Requirements
- Ability to travel for customer engagements (~30%), including internationally.
- Adaptability and desire to work in a fast-paced, changing environment.
About State Street
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.
Work, Live and Grow. We make efforts to create a great work environment. Benefits packages are competitive and comprehensive. Details vary by location, but you may expect medical care, insurance, and savings plans, along with flexible Work Programs to match your needs. Our development programs and educational support help you reach your potential.
Inclusion, Diversity and Social Responsibility. We believe diverse backgrounds and perspectives are a powerful contributor to an inclusive environment where everyone can thrive and contribute. We welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity, and more. State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers.
Principal Consultant,Mercatus, Vice President employer: State Street
Contact Detail:
State Street Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Principal Consultant,Mercatus, Vice President
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work at Mercatus or similar companies. A friendly chat can sometimes lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their products and services, especially how they relate to client success. This will help you showcase how you can add value as a Principal Consultant.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role's requirements. Highlight your skills in client management and SaaS implementation, and don’t forget to mention any relevant certifications like CAIA or CFA.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team at Mercatus. Don’t miss out on this opportunity!
We think you need these skills to ace Principal Consultant,Mercatus, Vice President
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience with SaaS solutions and client management. We want to see how your skills align with the role of Principal Consultant, so don’t hold back on showcasing relevant achievements!
Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled complex challenges in previous roles. We love candidates who can think analytically and proactively seek solutions, especially when it comes to client engagement and program management.
Highlight Your Interpersonal Skills: Since this role involves managing relationships with clients at all levels, make sure to emphasise your strong communication and interpersonal skills. Share instances where you’ve successfully navigated client interactions or led change management initiatives.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at State Street
✨Know Your Stuff
Make sure you have a solid understanding of SaaS solutions, especially in private markets and investment management. Brush up on your knowledge of Business Intelligence dashboards and data modelling, as these will be crucial in demonstrating your expertise during the interview.
✨Showcase Your Client Management Skills
Prepare examples that highlight your experience in managing client relationships and leading change management initiatives. Be ready to discuss how you've successfully guided clients through complex processes and how you’ve driven consensus among stakeholders.
✨Be Ready for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills and ability to handle client engagements. Think about past experiences where you had to make tough decisions or adapt to changing circumstances, and be prepared to share those stories.
✨Demonstrate Your Sales Acumen
Since this role involves business development, be prepared to discuss how you've identified opportunities for upselling or cross-selling services in previous roles. Highlight any successful sales strategies you've implemented and how they benefited your clients.
