Charles River Development
Investment Management
ClientEnablementProductManagement,VP
Neural analysis suggests this role is
optimal for Senior candidates.
“Client Enablement Product Management, VP at Charles River Development. Skills: Client Enablement, Product Management, Investment Management Solution, Front Office User Adoption. Increased adoption of Charles River’s multi-asset solution set. Ensuring front office users of Charles River are leveraging the platform insofar as possible based on best practices and industry standards”
What You'll Achieve.
increased adoption of Charles River’s multi-asset solution set; improved usage of the Charles River Investment Management solution; increased client satisfaction and product adoption
Industry & Context.
analytical and problem-solving skills
What They're Looking For.
Must Have
At least 10--15 years' 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., analytical and problem-solving skills., contributor with high motivation, with the ability to take initiative, set priorities and perform tasks with minimal guidance.
What You'll Do.
Increased adoption of Charles River’s multi-asset solution set
Ensuring front office users of Charles River are leveraging the platform insofar as possible based on best practices and industry standards
Provide business acumen and best practice guidance to engage with client personas to improve usage of the Charles River Investment Management solution
Interacting with internal client management representatives
and experts within CRD’s product management
professional services and technical support teams
Engagement with portfolio managers
and technology staffed 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
Serves as an advocate and internal stakeholder for the product area with respect to sales engagements
implementation solutioning
and broader business development efforts
Understanding the common day in the life use case and usage patterns for front office personnel and investment management professionals
including portfolio managers
and middle office/data personas
Documenting and capturing key requirements
identifying areas of usage improvement
highlighting prospective gaps
and developing 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
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
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
Professional Services
and internal stakeholders for increasing client satisfaction and product adoption
How You'll Work.
Team & Collaboration
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 staffed members; Interface with counterparts on the technical/development side; Coordinate engagement across Client Management, Sales, Professional Services, Support, and internal stakeholders
Process & Methodology
developing an engagement and delivery strategy, Contributing to the near and long term product roadmap for enhancement projects
Full Job Description
**Who we are looking for** 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 insofar 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. **Why this role is important to us** 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. The platform offers portfolio management, compliance, order and execution management, post-trade processing, data provisioning and management, performance measurement, as well as other key capabilities important to the
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