Berwyn, Pennsylvania, United States · Hybrid
$100k–$168k/yr
Who we are looking for A Dedicated Client Product Support Specialist supports post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Contributions include defining client requirements, c…
Skills: Client Product Support, Financial Software Implementation, SQL, FIX Protocol, Relational Database Structures
Radnor, Pennsylvania, United States · Hybrid
$73k–$132k/yr
Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska) Work Arrangement: Hybrid : Emplo…
Skills: Compliance Review, Regulatory Analysis, Policy Testing, Service Provider Oversight, Anti-Money Laundering
Millcreek Township, Pennsylvania, United States · Remote OK
$56k–$90k/yr
Division or Field Office: Property & Material Damage Div Department of Position: Property Damage Dept Work from: Field Salary Range: $56,367.00 - $90,040.00 * salary range is for this level and may vary based on actual l…
Skills: Property Claims Handling, Damage Inspection, Estimating, Coverage Evaluation, Subrogation
Pottstown, Pennsylvania, United States · On-site
Job Purpose We currently have an opening for an Assistant Controller at our facility in Pottstown, PA. The individual selected for this role will assist in forecasting, consolidating, and analyzing the financial data for…
Skills: Financial Forecasting, Financial Analysis, Consolidation, Budget Monitoring, Capital Spending Analysis
Bethel Park, Pennsylvania, United States · Hybrid
$56k–$90k/yr
Division or Field Office: Property & Material Damage Div Department of Position: Property Damage Dept Work from: Field Salary Range: $56,367.00 - $90,040.00 * salary range is for this level and may vary based on actual l…
Skills: Property Claims Handling, Damage Inspection, Estimating, Coverage Evaluation, Subrogation
Harrisburg, Pennsylvania, United States · Hybrid
Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained …
Skills: Graphic Design, Visual Communication, Digital Design, Brand Development, UI/UX Design
Montrose, Pennsylvania, United States · On-site
Seeking Independent Contractors to Perform Insurance Property Surveys! Davies Risk Services is looking for independent contractors to perform insurance property Surveys. This is a great opportunity for full-time or part-…
Skills: Property Surveying, Photography, Report Writing, Communication Skills, Basic Computer Skills
Philadelphia, Pennsylvania, United States · Hybrid
$94k–$157k/yr
Overview: Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank’s relat…
Skills: Relationship Management, Credit Analysis, Loan Structuring, Business Development, Financial Statement Analysis
New York, New York, United States · On-site
$86k–$173k/yr
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Asset Allocation, Credit Risk Analysis, Data Analytics, Data Visualization, Investments
Harrisburg, Pennsylvania, United States · Hybrid
Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained …
Skills: Marketing Strategy, Business Partnership, Market Research, Customer Insights, Campaign Planning
Franklin, Pennsylvania, United States · On-site
Primary Office Location:210 Thirteenth Street. Franklin, Pennsylvania. 16323. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Ba…
Skills: Customer Service, Communication, Organizational Skills, Analytical Skills, Interpersonal Skills
Hermitage, Pennsylvania, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Banking, Client Loyalty, Customer Experience, Customer Service, Identifying Opportunities
Pittsburgh, Pennsylvania, United States · On-site
$91k–$186k/yr
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Figma, Design Systems, DesignOps, UX Design, Product Design
Cleveland, Ohio, United States · On-site
$70k–$117k/yr
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Corporate Accounting, Credit Risk Analysis, Decision Making, Financial Management, Financial Operations
Fairfield Township, Pennsylvania, United States · On-site
Job DetailsJob Location: Blaise Alexander Subaru of Muncy - Muncy , PA 17754Blaise Alexander Family Dealerships is the premier auto dealership with 40+ years of success in Pennsylvania. We currently employ 1,200 professi…
Skills: Contract Preparation, Compliance Auditing, Title Work Processing, Organizational Skills, Verbal Communication
Delmont, Pennsylvania, United States · On-site
$16/hr–$24/hr
Location: 85 Greensburg St. Delmont, PA 15626 Hours: Monday - Thursday 8:30 am - 5:00 pm Friday 8:30 am - 6:00 pm Saturday 9:00 am - 12:00 pm (Must be flexible around branch hours) Function: Operates a customer service w…
Skills: Customer Service, Cash Handling, Bank Operations, Fraud Prevention, ATM Balancing
Birmingham, Alabama, United States · On-site
$91k–$186k/yr
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Analytical Thinking, Business Intelligence, Concept Development, Data-Driven Decision Making, Data Integration
Altoona, Pennsylvania, United States · On-site
Primary Office Location:430 East 25th Avenue. Altoona, Pennsylvania. 16601. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Base…
Skills: Customer Service, Communication, Organizational Skills, Analytical Skills, Interpersonal Skills
Altoona, Pennsylvania, United States · On-site
Primary Office Location:430 East 25th Avenue. Altoona, Pennsylvania. 16601. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Base…
Skills: Customer Service, Communication, Organizational Skills, Analytical Skills, Interpersonal Skills
Nazareth, Pennsylvania, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Client Relationship Management, Consultative Selling, Financial Solutions, Consumer Lending, Loan Application Processing
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Provide post-implementation support for the Charles River Investment Management Solution by configuring the application to meet client business and technical needs. Responsibilities include analyzing requirements, training users, resolving software defects, and providing consultative guidance on best practices.
Requires a minimum of 3 years of experience in financial industry software support or implementation, specifically with Front, Middle, or Back Office systems. A bachelor's degree in a business or technical field is required, with a CFA or advanced degree preferred.
Who we are looking for
A Dedicated Client Product Support Specialist supports post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Contributions include defining client requirements, configuring, and tuning the application to the client’s business and technical needs, training users, testing workflows, and resolving issues. The ideal candidate will have at least 3 years of hands-on experience gained in the financial industry working for a consultancy or software vendor. Experience leading the implementation or support of Front, Middle or Back Office Investment Management systems is highly valued.
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 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 will be responsible for
As a Post Production Support Specialist, you will assist and provide general coordination and management of support issues reported by the Customer to Charles River. Providing consultative guidance with respect to the Customer’s use of the System based on information provided by the Customer regarding its requirements and existing workflows Analyze and evaluate requirements while providing product expertise and guidance throughout the post-go-live journey. Basic Project Management assistance for services management and small projects Educate customers on the methodologies and functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services. Monitor and evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer-specific requirements or in response to trends in the marketplace. Contribute to software quality by clearly communicating defects to Client Support and Product Management. Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes. Identify errors and mistakes in documentation and suggest corrections and improvements. Informal Customer specific training to Customers end users.
What we value
The Dedicated Client Resource is expected to have experience working on implementing or supporting Front, Middle or Back Office Investment Management systems.
Minimum of 3 years of experience with the implementation and/or support of mission-critical financial solutions.
Experience in the implementation and/or support of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable.
Hands-on experience implementing or supporting investment management software, preferably an order management and compliance system is especially valuable.
Substantive in equity financial instruments.
Understanding of investment management or wealth management workflows, derivatives and FX instruments.
Technically savvy: understanding of multi-tier technical architectures and relational database structures, familiarity with SQL, FIX and reporting tools
A strong record of customer service.
Post Go Live Senior Consultants must understand customer needs and build effective relationships.
The candidate must be able to convey plans, issues and concerns to clients and team members in a clear, logical and concise manner. They will need to also be able to influence key decision makers both internally and externally.
Must be customer driven, have the ability to work within a team environment, and be focused on providing a high quality of service to the customer.
Strong time management skills including the ability to manage multiple projects in parallel.
Strong problem solving/analytical skills.
Education & Preferred Qualifications
Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. An advanced degree or industry certification such as the CFA is a strong plus.
Work Requirement
Up to 3 days per week in office at the client in Malvern office
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our 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 our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
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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At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making. With over 200 years of global financial leadership, we equip institutional investors through a comprehensive suite of capabilities: Investment Services: Integrated front-to-back solutions across custody, accounting, and operations. Investment Management: Index and active strategies from one of the world’s largest asset managers. Markets: Multi-asset trading, FX solutions, and data-driven research to enhance portfolio value. Who We Are • 50,000+ employees worldwide • Active in 100+ markets • #1 in ETF servicing What You’ll Find Here • Executive perspectives and thought leadership • Timely market commentary and macro insights • Our views on investment operations, ETFs, private markets, and digital finance • Stories reflecting our culture, values and commitment to diversity and inclusion
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