State Street Corporation

Front-Office Trading Support Specialist -AVP - Charles River Development

State Street Corporation$91K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 3 years in financial solutions implementation or support.
  • Hands-on experience with investment management software.
  • Familiarity with fixed income, equities, derivatives, and FX instruments.
  • Understanding of multi-tier architectures and relational databases, including SQL and reporting tools.
  • Strong customer service orientation and relationship-building skills.
  • Excellent time management with the ability to handle multiple projects.
  • Analytical and problem-solving skills.

Responsibilities

  • Assist in managing support issues reported by customers post-implementation.
  • Guide customers on using the system based on their requirements and workflows.
  • Evaluate client needs while providing product expertise during the post-go-live phase.
  • Educate customers on CRIMS functionality and best practices.
  • Monitor customer requirements for potential product enhancements.
  • Communicate defects clearly to support and product management, aiding in resolution.
  • Provide informal training to client end users.

Benefits

  • Opportunity for growth in a dynamic financial technology environment.
  • Flexible work arrangement with remote and client site options.
  • Exposure to cutting-edge investment management solutions.
  • Collaboration with industry professionals in a client-focused role.
  • A chance to influence product improvements based on customer feedback.
Full Job Description
Role is based in Toronto Canada - only

What we are looking for

A Dedicated Client Product Support Specialist supports post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Contributions include defining client requirements, configuring, and tuning the application to the client's business and technical needs, training users, testing workflows, and resolving issues. The ideal candidate will have at least 3 years of hands-on experience gained in the financial industry working for a consultancy or software vendor. Experience leading the implementation or support of Front, Middle or Back Office Investment Management systems is highly valued.

What you will be responsible for
  • General familiarity with Customers implementation of the system(s), to assist and provide general coordination and management of support issues reported by the Customer to Charles River.
  • Providing consultative guidance with respect to the Customer's use of the System based on information provided by the Customer regarding its requirements and existing workflows
  • Analyze and evaluate requirements while providing product expertise and guidance throughout the post-go-live journey. Basic Project Management assistance for services management and small projects
  • Educate customers on the methodologies and functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services.
  • Monitor and evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer-specific requirements or in response to trends in the marketplace.
  • Contribute to software quality by clearly communicating defects to Client Support and Product Management. Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes. Identify errors and mistakes in documentation and suggest corrections and improvements.
  • Informal Customer specific training to Customers end users.

What we value

The Dedicated Client Resource is expected to have experience working on implementing or supporting Front, Middle or Back Office Investment Management systems.
  • Minimum of 3 years of experience with the implementation and/or support of mission-critical financial solutions. Experience in the implementation and/or support of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable.
  • Hands-on experience implementing or supporting investment management software, preferably an order management and compliance system is especially valuable.
  • Substantive in one or more of the following: fixed income, equity financial instruments. Understanding of investment management or wealth management workflows, derivatives and FX instruments.
  • Technically savvy: understanding of multi-tier technical architectures and relational database structures, familiarity with SQL, FIX and reporting tools
  • A strong record of customer service. Post Go Live Senior Consultants must understand customer needs and build effective relationships. The candidate must be able to convey plans, issues and concerns to clients and team members in a clear, logical and concise manner. They will need to also be able to influence key decision makers both internally and externally.
  • Must be customer driven, have the ability to work within a team environment, and be focused on providing a high quality of service to the customer.
  • Strong time management skills including the ability to manage multiple projects in parallel.
  • Strong problem solving/analytical skills.

Education & Preferred Qualifications
  • Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. An advanced degree or industry certification such as the CFA is a strong plus.
  • 3+ years of experience
  • On premise at client up to 50% in Toronto

Additional Requirements

The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients. Travel of 30-50% is typical but may exceed that at any given year.

Salary Range:
$91,000 - $140,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

About State Street Corporation

State Street Corporation Careers

Join the dynamic team at State Street Corporation, a leading financial services provider known for its commitment to innovation, leadership, and professional growth. As a global powerhouse in investment management and servicing, we offer unparalleled job opportunities that propel your career to new heights.

Work You’ll Do

At State Street Corporation, you’ll be part of a culture that values diversity, leadership, and continuous professional development. Engage in work that transforms the financial landscape and helps our clients achieve their investment goals. Our team at State Street is at the forefront of combining industry expertise with cutting-edge technology to deliver exceptional service and results.

Explore Our Job Opportunities

Whether you’re looking for an entry-level position or a senior role, State Street Corporation offers a range of career paths in areas such as asset management, data analytics, finance, and technology. Our hiring process is designed to identify and nurture talent, focusing on your skills and potential. Prepare your resume, ace the interview, and join a team that’s committed to your career growth.

Internship Programs

Kickstart your career with a State Street internship. Our programs provide hands-on experience, networking opportunities, and professional mentoring in a real-world setting. Interns at State Street gain valuable insights and skills that make them competitive candidates for full-time positions within our company.

Benefits and Growth

State Street Corporation is dedicated to the growth and well-being of our employees. We offer a comprehensive benefits package that supports both your professional and personal life. From advanced career training and leadership development programs to health and wellness benefits, we ensure that our team members have the resources they need to succeed.

Inclusive Culture and Diversity

We pride ourselves on fostering an inclusive environment where every employee can thrive. Diversity is not just embraced; it’s celebrated. At State Street, you’ll work alongside a diverse group of professionals who bring a wide range of perspectives and ideas to the table. Our diversity training programs are designed to enhance collaboration and innovation across our global team.

Stay Connected

Join Our Team Discover the career you’ve always wanted by exploring the job opportunities at State Street Corporation. We look for driven, curious, and innovative team players who are ready to make an impact. Search State Street jobs now and find the position that best matches your skills and interests. Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. Our careers blog provides you with the latest trends, tools, and advice to keep you ahead in your professional journey.

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Learn more about State Street Corporation
Size
39,335 employees
Market Cap
$28.4 billion
Industry
Net Income
$2.4 billion
Founded
1792
5 Year Trend
-4.9%
NASDAQ

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