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- Tasks: Engage with clients to enhance their use of our investment management platform.
- Company: Join State Street, a leader in financial services and an inclusive employer.
- Benefits: Enjoy competitive pay, flexible work options, and comprehensive benefits.
- 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.
- Other info: Be part of a diverse team committed to community engagement and personal growth.
The predicted salary is between 36000 - 60000 £ per year.
This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
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.
- Engagement with portfolio managers, traders, compliance officers, and technology staff members to align client usage to key success criteria.
- 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.
- Serving as an advocate and internal stakeholder for the product area with respect to sales engagements, implementation solutioning, and broader business development efforts.
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.
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.
- 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.
- Coordinating 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 may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. 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 Slough employer: State Street
Contact Detail:
State Street Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Enablement – Functional Specialist, Charles River Development, Vice President in Slough
✨Tip Number 1
Network like a pro! Reach out to current employees at State Street or Charles River Development on LinkedIn. Ask them about their experiences and any tips they might have for landing the role. Personal connections can make a huge difference!
✨Tip Number 2
Prepare for the interview by understanding the key responsibilities of the Client Enablement role. Brush up on your knowledge of investment management solutions and think of examples from your past work that demonstrate your problem-solving skills and ability to engage with clients.
✨Tip Number 3
Show your enthusiasm for the company’s mission! During interviews, express how you align with State Street's values of inclusion and community engagement. This will help you stand out as a candidate who truly fits into their culture.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at State Street.
We think you need these skills to ace Client Enablement – Functional Specialist, Charles River Development, Vice President in Slough
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Enablement role. Highlight your experience in product management and how it aligns with the responsibilities mentioned in the job description. We want to see how you can bring value to our team!
Showcase Your Skills: Don’t forget to emphasise your analytical and problem-solving skills. Use specific examples from your past experiences that demonstrate how you've successfully tackled challenges in the investment management industry. This will help us see your potential impact!
Be Authentic: Let your personality shine through in your application. We appreciate candidates who are genuine and passionate about their work. Share your motivations for wanting to join State Street and how you align with our values of inclusion and diversity.
Apply Through Our Website: For the best chance of success, make sure to submit your application through our official website. This ensures that your application is seen by the right people and helps us keep track of all applicants efficiently. We can't wait to hear from you!
How to prepare for a job interview at State Street
✨Know Your Product Inside Out
Before the interview, make sure you have a solid understanding of Charles River's multi-asset solutions. Familiarise yourself with the key features and benefits, as well as any recent updates or enhancements. This will not only show your enthusiasm for the role but also allow you to engage in meaningful discussions about how these solutions can be leveraged by front office users.
✨Understand Client Personas
Take the time to research the different client personas you'll be working with, such as portfolio managers, traders, and compliance officers. Think about their daily challenges and how Charles River's solutions can address these. Being able to speak directly to their needs during the interview will demonstrate your ability to connect with clients and provide tailored solutions.
✨Prepare Real-Life Examples
Be ready to share specific examples from your past experiences that highlight your product management and business analysis skills. Focus on situations where you've successfully improved user adoption or solved complex problems. This will help the interviewers see how you can bring value to their team and contribute to client satisfaction.
✨Showcase Your Collaborative Spirit
Since this role involves working closely with various internal teams, emphasise your ability to collaborate effectively. Prepare to discuss how you've worked with technical teams, sales, and client management in the past. Highlighting your teamwork skills will reassure the interviewers that you can navigate the complexities of cross-functional collaboration at Charles River.
