At a Glance
- Tasks: Lead client engagements and ensure successful software implementation while driving customer success.
- Company: Join State Street, a global leader in financial services with a commitment to diversity.
- Benefits: Enjoy competitive pay, flexible work options, and comprehensive benefits including medical care and educational support.
- Why this job: Be at the forefront of innovative tech solutions in finance, making a real impact.
- Qualifications: 4+ years in SaaS implementation, strong communication skills, and a knack for problem-solving.
- Other info: Dynamic work environment with opportunities for growth and community engagement.
The predicted salary is between 54000 - 90000 £ 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.
As part of the Professional Services organization within Mercatus, the primary goal of the Principal Consultant will be ensuring successful Implementation and Configuration Services ("ICS") to meet customer requirements while promoting customer adoption and providing a channel for the sale of other company Software and Services. This role is extremely critical as it takes the handoff of a client from a finalized Sales contract to ensuring that customer is effectively on-boarded (a consulting engagement that could last several months).
As a senior hire on this team in high growth phase, this person has the unique opportunity to also support business development efforts heavily throughout the sales process. As such, the role is equal parts Sales, Client Management, and Operations, and it works closely with every area within the company while gaining a deep understanding of all areas of the business. The Principal Consultant will be the key interface to customer success and have consistent exposure to large private markets funds and multi-national companies. The key to this role is delivery - the Principal Consultant will lead the execution to deliver to client goals while being a trusted advisor to the client. The VP level is responsible for more complex, strategic clients.
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 first open front-to-back platform - State Street Alpha, that was launched in 2019. Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.
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 ideal deployment outcomes for client. Heavy focus on end visuals in Business Intelligence for client use in 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 customer org, including leading Live Training and supporting post-ICS adoption phases with Account Manager.
- Business Development: Identify areas for other Software or Services within current customers through ICS engagements. Drive proof-of-concepts for specific functional groups within prospective customers to illustrate successful deployments and value of SaaS. Lead Trial account engagements for prospecting customers.
What we value:
- 4+ years' experience implementing SaaS solution to private markets, i-banks, or Fortune 500.
- Experience in Private Credit / Debt, Infrastructure investments, Private Equity, Fund / Portfolio Management.
- Experience leading change management efforts across large enterprises (50+ people across regions).
- Ability to communicate equally effectively from C-level to entry level employees.
- Strong interpersonal skills to manage client relationships.
- Analytical with strong problem-solving skills.
- Process efficient with heavy attention to detail.
- Ability to proactively seek solutions and ways to improve performance.
- Experience working with Business Intelligence dashboards / data modeling highly preferred.
- Experience delivering corporate training, proof-of-concepts, and promoting software usage preferred.
Education & Preferred Qualifications:
- Degree in finance or business preferred.
- CAIA or CFA designation highly preferred.
Additional requirements:
- Ability to travel as required for customer engagements (~ 30%), including internationally.
- Adaptability and desire to work in 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. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow: We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but 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. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility: 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. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
Principal Consultant,Mercatus, Vice President in Slough 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 in Slough
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work at State Street or similar firms. A friendly chat can lead to valuable insights and even referrals that could get your foot in the door.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. State Street values diversity and inclusion, so be ready to discuss how your experiences align with their mission. Show them you’re not just a fit for the role, but for the team!
✨Tip Number 3
Practice your pitch! You’ll want to clearly articulate your experience in SaaS solutions and client management. Tailor your examples to highlight how you’ve successfully led projects and driven customer success in previous roles.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression. Mention something specific from your conversation to remind them of your enthusiasm and fit for the Principal Consultant role.
We think you need these skills to ace Principal Consultant,Mercatus, Vice President in Slough
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Principal Consultant role. Highlight your experience in SaaS implementations and client management, as these are key aspects of the job. We want to see how your skills align with what we’re looking for!
Showcase Your Achievements: Don’t just list your responsibilities; share specific achievements that demonstrate your impact in previous roles. Use metrics where possible to quantify your success. This helps us understand how you can contribute to our team at State Street.
Be Authentic: Let your personality shine through in your application. We value diversity and want to get a sense of who you are beyond your qualifications. Share your passion for the industry and why you’re excited about this opportunity with us.
Apply Through Our Website: For the best chance of getting noticed, make sure to apply directly through our website. This ensures your application goes straight to the right people. Plus, it’s super easy and straightforward!
How to prepare for a job interview at State Street
✨Know Your Stuff
Before the interview, dive deep into State Street's services and the specific role of a Principal Consultant. Understand the nuances of Implementation and Configuration Services (ICS) and how they align with customer success. This knowledge will help you speak confidently about how you can contribute to their goals.
✨Showcase Your Experience
Prepare to discuss your past experiences in implementing SaaS solutions, especially in private markets or with large enterprises. Use specific examples that highlight your problem-solving skills and ability to manage client relationships effectively. Tailor your stories to reflect the responsibilities outlined in the job description.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions that demonstrate your interest in the role and the company. Inquire about their approach to client engagement and how they measure success in ICS. This shows you're not just interested in the job, but also in how you can fit into their culture and contribute to their mission.
✨Emphasise Adaptability
Given the fast-paced nature of the role, be ready to discuss how you've successfully navigated change in previous positions. Share examples of how you've adapted to new challenges and led change management efforts. This will reassure them that you can thrive in their dynamic environment.