Practice Manager, Implementation, VP
What we are looking for
The VP will manage teams of technical consultants at a variety of levels while holding them accountable for the successful implementation of the Charles River Investment Management Solution. In addition, the VP will work with sales leadership to develop business through positioning and selling services for new and existing customers. This role will interface with existing and prospective clients and all internal divisions of the company and reports to the VP of Client Services.
Why this job is important to us
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 the 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 are responsible for
Oversee staff which includes associates, consultants , product specialists and implementation managers of their client projects.
Hire staff; ensure they are properly mentored, trained and motivated.
Ensure all team personnel are effectively staffed and utilized.
Achieve Implementation Services group revenue goals and utilization targets.
Achieve individual group customer satisfaction targets.
Complete project reviews on a regularly scheduled basis which includes:
Review implementation status and resolve implementation issues
Work hands on with clients as necessary, with the goal of achieving successful, on schedule, on budget projects, as well as a high level of client satisfaction with implementation services.
Ultimately responsible for delivery of each implementation upon which staff participates.
Serve as liaison to Sales, R&D (Product Management, Engineering and QA) or other departments with needs or dependencies on services (and vice versa) to share expertise, escalate, champion/resolve issues, etc. Continuously improve implementation practices and procedures such as estimating, scoping, quality assurance reviews, methodologies, and reengineering to deliver cost effective and efficient deployments.
Ensure that all staff adheres to policies and procedures.
Participate in Sales process:
Present implementation methodology and procedures overview to prospects (on-site and/or remotely)
Respond to ad-hoc design and best practice questions from prospects and customers
Prepare realistic estimates, assumption documents, and SOWs for delivery to prospects and where necessary for inclusion in customer contracts.
Maintain utilization of 20-30% (1 – 1.5 days per week) via value-add management activities such as project reviews, specialized support, kick-off ad hoc meetings, etc
Review and approve Expenses and Time Entries
Lead meetings
Education and Preferred Qualifications
BA/MS degree in a field such as Finance, Economics, Financial Engineering, Computer Science, Mathematical Finance or another related field.
Experience implementing financial systems and delivering multi-tier financial applications
Experience managing portfolio of clients and building senior level relationships
Proven experience in managing 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, with the ability to take initiative, set priorities and perform tasks with minimal guidance
15+ years of experience
In depth knowledge of at least one of the following RDMBS: MS SQL Server, Oracle.
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
§ In-depth knowledge of at least one of the following RDMBS: Oracle, MS SQL Server or Sybase
§ Detailed knowledge of several of the following technologies: Tomcat configuration and optimization, N-tier application architecture, SOAP/XML Messaging software (MQ Series, Tibco, MSMQ, Sonic MQ and Open JMS) Kafka
§ Knowledge of ETL Tools such as Kettle and Talend
Why this role is important to us
You will join the Charles River Investment Management Solution (CRIMS) and State Street Alpha team, playing a key role in building a cutting-edge, end-to-end investment management platform that serves the global financial community. Your contributions will directly shape the future of Market Data Interface, enabling seamless data integration to serve front, middle, and back-office system data needs.
About State Street:
What we do. 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 location, 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 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 programs 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.
Discover more at StateStreet.com/careers
Interested in learning more about us? Visit our www.statestreet.com www.crd.com LinkedIn page: State Street on LinkedIn
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.
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.
Discover more information on jobs at StateStreet.com/careers
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