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About the Role

Responsible for the global delivery and oversight of all technical implementation services. This role manages practice managers and their teams, ensuring successful implementation of the Charles River Investment Management Solution. The position also involves working with sales leadership to develop business by positioning and selling services to new and existing customers, interfacing with clients and internal divisions.

Responsibilities

Oversee staff including technical practice managers, senior implementation managers, implementation managers, and consultants on client projects.
Hire, mentor, train, and motivate staff.
Ensure effective staffing and utilization of team personnel.
Achieve Technical Implementation Services group revenue goals and utilization targets.
Complete regular technical project reviews, including implementation status and issue resolution.
Work hands-on with clients to ensure successful, on-schedule, on-budget projects and high client satisfaction.
Maintain ultimate responsibility for the technical delivery of each implementation.
Serve as a liaison to Sales, R&D, and other departments to share expertise, escalate issues, and resolve problems.
Continuously improve implementation practices and procedures (estimating, scoping, QA, methodologies) for cost-effective deployments.
Set technical direction for implementation projects, including AI adoption.
Ensure staff adherence to policies and procedures.
Participate in the sales process by presenting methodology, responding to design questions, and preparing estimates, assumption documents, and SOWs.
Compose and conduct staff reviews, assessing personnel for compensation and promotion.
Maintain 20-30% utilization through management activities like project reviews and specialized support.
Review and approve expenses and time entries.
Lead bi-weekly team meetings, project reviews, and account reviews.

Requirements

Experience implementing financial systems and delivering multi-tier financial applications.
Experience managing a portfolio of clients and building senior-level relationships.
Proven experience managing a team of 10+ consultants.
Ability to apply priorities and match staff ability to customer requirements.
Strong analytical and problem-solving skills.
Strong communication and inter-personal skills.
Ability to develop and manage cross-functional processes and project timelines.
Understanding of the implementation lifecycle and methodologies.
Proven ability to recommend and apply industry and technical best practices.
Strong contributor with high motivation, initiative, and ability to perform tasks with minimal guidance.
Specific knowledge of the investment industry (financial instruments, workflows, major players, trends, etc.).
Strong management background; ability to work tactically and strategically.
Ensure projects are successfully completed – properly, on time, on budget.
Maintain high client satisfaction and retention.
Ensure team is well trained and mentored.
Adhere to Company’s and group’s and Policies and Procedures.
Contribute to department revenue targets and strategic initiatives.

Skills

AI adoption into implementation process

Location

Global

Work Type

Full-time

Experience Level

10+ years of experience

Education Level

BA/MS degree in Finance, Economics, Financial Engineering, Computer Science, Mathematical Finance or related field

Salary/Compensations

$170,000 - $252,500 Annual

Benefits

Competitive and comprehensive benefits packages
Generous medical care
Insurance
Savings plans
Flexible Work Program
Development programs
Educational support
Retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards
Eligibility for tax-advantaged savings plans
Paid volunteer days
Matching gift program
Access to employee networks

About the Company

Charles River Development (CRD) is part of State Street since 2018.
CRD provides enterprise investment management software solutions for large institutions in institutional investment, wealth management, and hedge funds.
Together, CRD and State Street created the State Street Alpha platform.
State Street is one of the largest custodian banks, asset managers, and asset intelligence companies globally.
State Street has been helping clients safeguard and steward investments for over two centuries.
State Street provides investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.
State Street aims to create a great work environment with competitive and comprehensive benefits.
State Street is committed to fostering an inclusive environment where employees feel valued and empowered.
State Street actively engages with communities globally.
State Street provides tools to help balance professional and personal life.

Equal Opportunity

State Street is an equal opportunity and affirmative action employer.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.