Charles River Development
Investment Technology
CRDWealthSalesEngineer,VP
“CRD Wealth Sales Engineer, VP at Charles River Development. Skills: CR IMS, Sales Engineering, Investment Management, Wealth Management. Preparation and detailed product presentation and demonstration to highly sophisticated investment professionals. Follow up with prospects to close out any unanswered questions or objections”
Industry & Context.
Proven problem-solving skills; analytical and problem-solving skills
Flexibility with schedule and ability to work beyond regular business hours and travel as required
What They're Looking For.
Must Have
advanced/competent in CR IMS and financial topics, client-facing experience (ideally implementation projects and knowing the complexity of delivering CRD at clients), Experience in demonstrating software solutions within the buy-side Wealth management market is critical, Minimum of 3 years of experience working within a pre-sales or similar role, Prior industry experience with Wealth investment management, either with software platforms, service providers or in consultancy, understanding of investment lifecycle management processes and requirements, Good understanding of financial investment products across asset classes and workflows, Proven organizational skills with attention to detail, analytical and problem-solving skills, Demonstrated planning and scheduling skills, Ability to work on multiple initiatives simultaneously and deal with the inevitable surprises that are part of a dynamic environment
Nice to Have
implementation experience would be ideal, sales experience is a bonus, CRD wealth experience is ideal, but can be learned, Basic knowledge of UMAs and/or rebalancer/optimizer would be ideal but can be learned, private credit and alternatives is not essential, can be learned, Awareness of the competitor solutions currently being used within the Investment Management industry
What You'll Do.
Preparation and detailed product presentation and demonstration to highly sophisticated investment professionals
Follow up with prospects to close out any unanswered questions or objections
Represent CRD at conferences and trade show exhibits
Coordinate or assist in general prospect visits or product test pilot projects
Assist with RFP or request for information (RFI) preparation
How You'll Work.
Team & Collaboration
work closely with the outside sales representatives
Communication Scope
Proven written and verbal communication skills; Ability to provide succinct and accurate responses to questions within the Investment Management segment; Written responses to RFP and RFI questions; Presentations to investment management business users; Ad-Hoc written and verbal responses to questions raised by investment management business users; Excellent verbal and written communication skills
Process & Methodology
Demonstrated planning and scheduling skills, Ability to work on multiple initiatives simultaneously
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