Senior Investment Solutions Consultant
3 weeks ago
Job Overview
We are seeking a skilled Senior Investment Solutions Consultant to join our team at State Street Corporation. As a key member of our organization, you will play a critical role in delivering exceptional investment solutions to our clients.
About the Role
The successful candidate will be responsible for collaborating with sales partners across Alpha deals from initiation to hand off, providing feedback, subject matter expertise, and guiding successful solution alignment. You will establish trusted relationships with prospects and clients by demonstrating knowledge, confidence, and reflection on their feedback. Additionally, you will gather client requirements, ensure current fit with product roadmap & functionality, and provide input on gaps or market demand to product management teams.
Responsibilities
- Collaborate with sales partners across Alpha deals from initiation to hand off, providing feedback, subject matter expertise, and guiding successful solution alignment.
- Establish trusted relationships with prospects and clients by demonstrating knowledge, confidence, and reflection on their feedback.
- Gather client requirements, ensuring current fit with product roadmap & functionality.
- Provide input on gaps or market demand to product management teams.
- Document and communicate valuable information gathered during each sales process and own the transition to the Professional Services team.
- Maintain consistent contact with Professional Services Leads of ongoing Alpha implementations, with a critical eye towards newly delivered product capabilities and non-standard solution designs.
- Deliver concise and meaningful presentations for internal and external audiences.
- Provide regular feedback into the overall strategic position of the product and platform, informed by measureable data gained during the sales and hand off process.
- Act as liaison between sales, product development, Service product leads, implementation, and operations teams to support product positioning and customer demand as part of pre-sales support.
Requirements and Qualifications
- Minimum 5 years of demonstrated experience with financial service system and data integration, including order management, investment accounting, reference, and market data solutions.
- Prior experience in data or operational capacities that have given broad exposure to topics such as security reference data, performance measurement, investment book of record, data strategy, technology transformation, pre-sales and prospect demos.
- Proficiency in financial terminology, the structure of modern investment instruments, and business practices within the financial industry.
- Candidate must be independent and motivated to foster successful and highly variable interaction patterns with business partners reflective of the diverse reach of the position.
- Candidate works well with colleagues in a team environment and is able to manage stakeholders across all levels of the organization, including senior management.
- Candidate will effectively define and implement oral, written, and hybrid communication strategies to negotiate and handle complex and sensitive organizational relationships.
- The successful candidate will be creative and innovative, with strong analytical and problem-solving skills, including the ability to frame complex problems and develop recommended solutions while maintaining a rigorous data-driven decision-making process.
- BA/BS required; MBA or postgraduate degree a plus.
Compensation and Benefits
We offer a competitive salary range of $120,000 - $180,000 per annum, depending on experience. Additionally, we provide a comprehensive benefits package, including medical care, insurance, savings plans, flexible work arrangements, and access to professional development programs and educational support.
About State Street
State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. We help our clients safeguard and steward the investments of millions of people. Our services include investment servicing, data & analytics, investment research & trading, and investment management. We strive to create a great work environment and offer a range of benefits and programs to support your personal and professional growth.
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