Who we are looking for
The Business Solutions Specialist plays an integral role in the ongoing relationship management of existing clients to educate clients and prospects in the use, features and benefits of the Charles River Investment Management Solution & Alpha Data Platform (collectively the Alpha Platform) across multiple Asset Classes within Asian Pacific Markets. As a Business Solutions Specialist you will be responsible for remaining current on the latest in the Alpha Platform technology as well as best practices for deployment across our clients. You will leverage your experience with the Alpha Platform to work primarily with Portfolio Managers, Traders, and Operations professionals, ensuring they get the most value from the platform.
This role involves enhancing CRD’s regional footprint within the existing client base to maximise the benefits of the solution and extending usage to other areas of the platform, through active client engagement, demonstrations, one-to-one workshops and targeted client & prospect events.
As a subject matter expert, the role works closely with both the Client Management, Sales and Support teams to ensure all product, workflow, and best practice questions and objections are thoroughly addressed. A core component is understanding the business requirements and the ability to present and demonstrate our platform solutions to maximise value to the client. This is a senior role and the Business Solutions Specialist must be perceived as highly credible and knowledgeable in both the investment industry and all Alpha Platform solutions. Experience in a front office role within asset management or asset owner organisations, or hands on experience with front office systems in an implementation/business analyst role is essential.
Why this role 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 first open front-to-back platform - State Street Alpha, that was launched in 2019.
What you will be responsible for
Based in Sydney, the role involves demonstrating Alpha Platform solutions to many of the world’s most significant investment management, wealth management, banking and insurance companies.
- To be a product expert on the CR IMS and Alpha Data Platform.
- Liaison between market participants, existing clients, internal stakeholders.
- Close interaction with Charles River Relationship Management and Sales team to drive forward end-client adoption of our solutions and drive new opportunities.
- Forge relationships with Charles River clients through business and social contact.
- Travel to clients and prospective clients across the region.
- To quickly become familiar with developments of and enhancements to CR IMS and Alpha Data Platform.
- Informal training of Charles River Sales team, Relationship Management team, implementation staff and clients in the product.
- Support the Sales Engineering team in RFPs and POCs as necessary
The role requires the successful applicant to allocate time as follows:
- 25% organise and run client engagements and detailed workshops with business units and end users
- 25% preparation and detailed product presentation and demonstration to highly sophisticated investment professionals
- 25% follow-up with clients & prospects to close out any unanswered questions or objections.
- 10% assist with RFPs or request for information preparation.
- 10% self training on product features and training of internal teams on how clients are using the system.
- 5% represent CRD at conferences and Industry trade show events.
What we value
These skills will help you succeed in this role:
- An understanding of investment markets from a front and/or middle office perspective and what each user persona requires to be effective.
- Must have technical acumen to understand requirements and objections and be able to articulate and demonstrate CRD advantages.
- Excellent organisation skills; ability to manage multiple complex tasks simultaneously and meet self-imposed deadlines in a dynamic environment.
- Foster relationships with senior market practitioners in large and small corporations.
- Superior oral and written communication and interpersonal skills.
- Able to differentiate and work at strategic and tactical levels simultaneously.
- Consultative presentation style to diverse and complex audiences
- High degree of proficiency in navigating front and middle office investment applications
Education & Preferred Qualifications
- Experience in the financial markets industry is mandatory.
- Minimum of 4-5 years of Financial Services industry background and experience with front office investment management software and/or data solutions,
- Bachelors Degree from a leading university in Business Management, Economics, Finance, Computer Science
Additional requirements
- This is a Sydney based role requiring on site engagements with clients in Sydney, Melbourne and New Zealand.
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