State Street – Software Engineer, Charles River Development, Off – Burlington, ON

Company: State Street

Location: Burlington, ON

Expected salary: $70000 – 115000 per year

Job date: Fri, 01 Aug 2025 23:58:02 GMT

Job description: Job DescriptionSoftware Engineers will work on developing the user interface (C#) and/or related server-side systems (Java) of the Charles River Investment Management System. Positions involve highly technical development helping to build functionality for the system and working on new product development. This role promotes growth in technical areas, as well as expertise in the financial market space.Why this role is important to usThe 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. 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 forAs Software Engineer you will

  • Writing programs in Java/C#
  • Bug fixing in Java/C#/SQL
  • Creating, executing, and monitoring Java unit and automation tests within framework
  • Writing and running performance scripts
  • Assisting with data mappings for interfaces
  • Validating system enhancements, fixes, and user workflows
  • Maintaining development and test environments by upgrading and maintaining databases and servers
  • Gaining experience in a number of financial areas, including: trade order management, portfolio management, fixed income, compliance, equity, derivatives, real time pricing, analytics, etc.

What we value

  • Strong work ethic with ability to ramp up quickly
  • Excellent communication skills (verbal and written), good interpersonal skills, ability to gather and understand requirements in the financial sector
  • Flexibility
  • Ability to work in a very fast paced environment
  • Exposure to commercial software, developing multi-tier enterprise software solutions
  • Any exposure or knowledge of the financial industry is a strong plus, but not required

Education & Preferred Qualifications

  • Bachelor’s or Master’s degree in Computer Science or related
  • Strong academic credentials (high GPA, internship experience ideal)
  • Some level of programming skills in Java, C#, SQL, Perl, XML, etc.
  • Exposure to concepts including: agile/scrum, object oriented programming, software engineering techniques, parallel programming, databases, unit testing, etc.

About State StreetWhat 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, investments 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 locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help 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, experience 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 the 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 program and access to employee networks that help you stay connected to what matters to you.Salary Range: $70,000 – $115,000 AnnualThe 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.Job Application Disclosure: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.

Street Use Inspector – City of Vancouver – Vancouver, BC

Company: City of Vancouver

Location: Vancouver, BC

Job description: requirements as directed by a Project Manager II in Street Use Management. Specific Duties and Responsibilities Conducts field…
The Project Manager II in Street Use Management is responsible for conducting field assessments, managing project schedules, and ensuring compliance with regulations. Key duties include overseeing street use permits, coordinating with stakeholders, and addressing public concerns. The role requires strong communication skills, project management experience, and the ability to analyze data to inform decision-making.
I’m unable to access external websites directly, including the one you provided. However, if you can share the main details or key points from the job description, I can help you rephrase or summarize it. Let me know how you’d like to proceed!

Expected salary: $34.3 – 40.34 per hour

Job date: Thu, 03 Jul 2025 22:52:44 GMT

Green Street Advisors, LLC – Associate, Canada Research – Toronto, ON

Company: Green Street Advisors, LLC

Location: Toronto, ON

Expected salary:

Job date: Sat, 17 May 2025 05:36:18 GMT

Job description: Position Overview:Green Street seeks highly motivated candidates with relevant work experience and superior academic credentials to join its research team in Canada. We are currently recruiting for an Associate to build coverage of the Canadian REIT universe as well as provide detailed data and analytics on real estate dynamics for the major real estate markets in Canada. Green Street offers the unique opportunity to build a career in real estate and equity research as part of an entrepreneurial venture within Canada. The Canadian team will be fully integrated within Green Street’s global research team and report to the Director of Research based in the United States. This position is fully remote, with a location preference for either Toronto or Montreal. Job Responsibilities:

  • Prepare, maintain and/or oversee detailed financial models/valuation, projections, and databases
  • Apply sound understanding and use of finance and valuation techniques
  • Value a number of REITs using a combination of quantitative and qualitative analyses
  • Become an expert on covered companies and major real estate markets in Canada
  • Support the Canadian Head in understanding the implications and impact of news events and economic forces on specific companies, sectors, and assets
  • Prepare and publish market-focused reports. Write sector Quick Takes and first draft of some research reports in support of the Canadian Head
  • Voice opinions on investment recommendations
  • Develop relationships with REIT management teams and institutional investors to share perspective on industry and covered companies
  • Develop relationships with private market investors and other contacts
  • Organize, and analyze real estate information on markets and submarkets throughout Canada
  • Closely follow and understand real estate market activity and the impact of news events on specific sectors, markets, and assets
  • Analyze diverse data from disparate sources to form a cohesive real estate outlook
  • Demonstrate resourcefulness by seeking out new and creative sources of information
  • Must enjoy problem solving and have excellent verbal and written communication skills
  • Some travel to Investor Days, conferences and property tours required
  • Ad-hoc and administrative tasks as needed

Candidate Profile:In addition to a strong work ethic and motivation to learn, the Associate position requires the following skills: meticulous attention to detail, strong financial modeling, valuation skills and research skills, developing communication (both written and verbal) skills, a high level of organization, creativity, intellectual curiosity, resourcefulness, and an ability to work independently and multi-task. Strong analytical skills and a background in finance are required. The ideal candidate will have:

  • A Bachelor’s degree or higher with high distinction in finance, accounting, real estate, economics, or a related field from a well-recognized school
  • 0-3 years of experience in conducting financial/economic research, publicly traded real estate securities, general securities, and capital markets
  • Progress towards the CFA designation is encouraged
  • Strong working knowledge of financial statements and Microsoft Excel
  • The ability to multi-task effectively while maintaining accuracy
  • Proficiency in English; working knowledge of French is an asset

Compensation, Benefits and Work Authorization:In addition to a base salary, this position is eligible for a performance bonus and benefits (subject to eligibility requirements). Total compensation is based on several factors including, but not limited to, type of position, location, education level, work experience, and certifications. This information is applicable for all full-time positions.Green Street will not sponsor or transfer employment work visas for this position. Applicants must be currently authorized to work in Canada without the need for visa sponsorship now or in the future. Company Overview and EEOC/Diversity:Green Street is a forward-thinking real assets company at the forefront of transforming the commercial real estate market with cutting-edge predictive analytics, data-driven insights, and actionable intelligence. With over 40 years of expertise, Green Street empowers investors, lenders, banks, and industry stakeholders across the U.S., Canada, Europe and Asia to make optimized investment and strategic decisions. To learn more, please visit .The success of Green Street is directly attributable to the strength of our people. A diverse and inclusive work environment where top talent can thrive, think freely and offer different perspectives makes our insights even stronger. We’re building a company culture where differences are celebrated and valued.Green Street is an Equal Opportunity EmployerGreen Street does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. Incentive Performance Bonus: + Incentive Performance Bonus

State Street – Senior Consultant – Front-Office Investment Trading Development – Java, SQL, C#, KAFKA – Toronto, ON

Company: State Street

Location: Toronto, ON

Expected salary:

Job date: Wed, 30 Apr 2025 05:44:32 GMT

Job description: Candidates must possess experiencing supporting / software engineering/coding in Investment Trading space.What we are looking forAs a Senior Consultant will be an integral player of the Charles River implementation team. Senior Consultants brings technical expertise and direction to implementation teams, ensuring proper implementation of Charles River’s IMS suite at our clients. Technical implementations include all aspects of a consulting project, from installation of n-tier software and integration with third party systems to DR/HA design to documenting and performing technical training for the client. This role is a highly technical role and spans XML messaging, Charles River web services API, ETL tool usage, Java and/or C# programming, and database administration tasks.Why this job is important to usThe 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

  • Java and C# programming
  • Lead and manage multiple technical initiatives, potentially on multiple projects simultaneously.
  • Develop with a result-driven approach while maintaining implementation schedules.
  • Participate in functional and technical requirements gathering and review
  • Create, test, and correct inbound and outbound interfaces based on
  • Collaborate with team members including business analysts, project managers, and customer staff
  • Serve as a technical expert in implementation projects
  • Contribute to the technical documentation

What we value

  • Java and C# programming
  • Windows and Unix (Linux)
  • Knowledge of ETL tools such as Kettle and Talend
  • Familiar with at least one SCM (Perforce would be a plus)
  • XML and XSLT
  • Understanding of ERDs
  • Tomcat configuration and optimization
  • N-tier application architecture
  • SOAP/XML and messaging software like MQ Series, MSMQ, Sonic MQ, Open JMS, Kafka
  • In-depth knowledge of one of the following RDBMS: Oracle or MS SQL Server
  • Perl
  • Crystal Reports or Sql Server Reporting Services
  • Self-motivated and Self-driven
  • BS/MS in Computer Science or equivalent field.
  • Ability to work in a dynamic, fast-paced, team environment.
  • Experience in methodology-based solution delivery and managing customers’ expectations.
  • Problem solving skills and ability to recognize long term solutions across multiple projects.
  • Must be detail-oriented and have the ability to multi-task.
  • Self-starter, able to work both independently and as part of a team.
  • Excellent communication skills (verbal and written); good interpersonal skills; ability to gather and understand requirements in the financial sector; solid client interaction skills..

Strong preference

  • Financial services industry experience
  • Previous consulting background
  • Previous OMS implementation experience
  • System integration using ETL tools
  • Experience with Azure and Snowflake

Education & Preferred Qualifications:

  • A BA/BS degree in a business or technical field including Finance, Economics, Engineering or Computer Science.
  • A minimum of 5 + years of progressively responsible experience in the Financial / Software Services industry (Financial market information systems background preferred)
  • The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients. Travel of 35%-50% is typical and but may exceed that in any given year.

About State StreetWhat 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, investments 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 locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help 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, experience 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 the 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 program 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 atkeywords: fx, trading, mbs, fixed income, equities, derivatives, market data, security master, reference data, swaps, forwards, bonds,

Dental Office Manager @ Main Street Children’s Dentistry & Orthodontics of Waterford Lakes – Dental Care Alliance – Orlando, FL

Company: Dental Care Alliance

Location: Orlando, FL

Expected salary:

Job date: Wed, 07 May 2025 06:18:42 GMT

Job description:

Job Title: Marketing and Sales Manager

Job Description:

We are seeking a dynamic and results-driven Marketing and Sales Manager to join our team. In this pivotal role, you will be instrumental in driving business growth through innovative sales strategies, effective marketing campaigns, and promotional initiatives.

Key Responsibilities:

  • Develop and implement comprehensive marketing and sales strategies to increase brand awareness and drive revenue.
  • Lead and coordinate promotional activities, ensuring alignment with overall business objectives.
  • Analyze market trends and customer needs to identify new opportunities for growth.
  • Collaborate with cross-functional teams to create compelling marketing content and materials.
  • Track and report on the effectiveness of marketing campaigns and sales performance, making data-driven recommendations for improvements.
  • Foster strong relationships with clients and partners to enhance customer loyalty and retention.

Ideal Candidate:

The ideal candidate will possess a strong background in both marketing and sales, with proven leadership capabilities. You should be a creative thinker with excellent communication skills, able to motivate a team while driving results. A deep understanding of market dynamics, customer behavior, and digital marketing techniques is essential.

Join us in shaping our future as we strive to achieve exceptional business growth!

State Street – Practice Manager – Wealth Management Practice / Charles River Development – Toronto, ON

Company: State Street

Location: Toronto, ON

Expected salary:

Job date: Sat, 03 May 2025 05:28:58 GMT

Job description: What we are looking forWealth Practice Managers have two overall responsibilities. They serve as managers of a wealth consulting team, or Practice, and contribute to individual projects while serving as senior subject-matter experts. As a manager, Practice Managers lead teams of consultants who are subject-matter experts in the implementation of the Charles River Investment Management Solution (CRIMS).

  • Hiring and staff development of team members as well as all administrative responsibilities including objectives, reviews, promotion recommendations and time & expense approval.
  • Utilization of their team to deliver successful projects while meeting financial goals.
  • Development of the ‘Best Practices’ which govern wealth CRIMS implementations

Their contributions as expert-level project resources include defining client requirements, configuring and tuning the solution to the client’s business and technical needs, training clients, testing workflows and resolving issues before taking the client “live”. Practice Managers should also have advanced consulting skills. This includes the ability to build effective working relationships, manage difficult situations and influence key decision-makers. They should also be able to evaluate these skills in their team members and provide feedback.Why this job is important to usThe 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

  • Manage staffing to optimize utilization of your team. Use project assignments to expand your team’s skillset. Provide career path guidance. Partner with the recruiting team to hire talent at junior and senior experience-levels. Set objectives and evaluate team members. Make promotion recommendations.
  • Lead efforts to develop implementation Best Practices in your team. Promote your team’s effective use of Best Practices in their projects. Manage your team’s relationship with Product Management. Optimize Product’s involvement in projects so that they are providing necessary implementation guidance and receiving useful feedback from the field.
  • Provide a support network for your team to leverage during their project work. This is critical to project success as well as staff retention efforts.
  • Ensure your team is supporting the staffing process, time & expense process, technology adoption and other organizational initiatives. Job Description Creation Date:
  • Lead the development of domain expertise in your team. Build awareness within your team of the emerging business & technical drivers which are impacting our customers. Help to create or drive forums to share expertise throughout CRD.
  • Serve as subject-matter expert in wealth management implementation and upgrade projects. Analyze and evaluate requirements while providing product expertise and guidance throughout the project. Ensure the solution meets the client’s business needs and that the client is prepared to assume ownership and operate the solution after go-live.
  • Provide assistance to other members of the Professional Services team and proactively develop and share best practices.
  • Educate clients on the functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services.
  • Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of client-specific implementation projects or in response to trends in the marketplace.
  • Contribute to software quality by clearly communicating defects to Technical Support and Product Management.

What we value

  • Experience managing investment professionals. Experience managing consulting teams is preferred.
  • Experience supporting or implementing wealth management solutions within a wealth management firm or a software provider. Experience with managed account (SMA/UMA) programs, mutual fund wrap programs, Rep as PM, and Rep as Advisor programs is especially valuable.
  • Strong knowledge of wealth management industry practices. Experience with asset allocation, model management, portfolio construction, model-based portfolios, drift monitoring, tax optimization, pre-trade compliance, and rebalancing, trading, performance reporting workflows.
  • Basic command of SQL and understanding of relational databases. Familiarity with FIX or similar protocols is a plus.
  • A strong record of client service. Practice Managers must understand client needs and build effective relationships. Must have the ability to work within a team environment and be focused on providing high-quality service to our clients.
  • Team player who shares knowledge and experience openly. Mentor less-experienced colleagues while leveraging the expertise of more-experienced colleagues.
  • Strong verbal and written communication skills including the ability to convey plans, issues and risks to clients and team members in a clear and concise manner.
  • Strong problem-solving skills. Analytical thinker who can decompose complex issues into components and perform root cause analysis.
  • Strong time management skills including the ability to manage multiple projects in parallel.

Education & Preferred QualificationsFour (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.8+ years of experienceAdditional RequirementsThe ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients. Travel of 30-50% is typical but may exceed that at any given year.About State StreetWhat 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, investments 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 locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help 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, experience 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 the 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 program 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.Company: Charles River DevelopmentDiscover more at

State Street – Program Manager, AVP – Burlington, ON

Company: State Street

Location: Burlington, ON

Expected salary: $90000 – 142500 per year

Job date: Wed, 30 Apr 2025 04:04:13 GMT

Job description: Objectives of this Role

  • Provide program support for the Chief of Staff for Charles River Development
  • Coordinate and execute on the business leader’s internal engagement strategy

Daily and Monthly Responsibilities

  • Support a variety of programs and initiatives by developing and driving clear and concise action plans and updates that help keep owners on track
  • Collaborate with cross-functional leadership within our business unit to ensure timely and accurate dissemination of information to employees
  • Improve channels, tools and processes for effective information sharing to enhance employee engagement
  • Create connections and keep teams informed through clear, concise and engaging content
  • Manage content strategy and update company SharePoint site partnering with the Marketing design team
  • Plan and coordinate programs that are high priority for the CEO
  • Run small programs, helps with the coordination and execution of employee event, provide onsite support at events, with a focused on ensuring internship and coop programs run smoothly
  • Assist in the ongoing development of resources, program procedures and department reference materials
  • Assist with internal and client facing events working closely with the head of events for Charles River.

Skills and Qualifications

  • Bachelor’s degree or equivalent is required
  • The ideal candidate will have 3-5 years of related experience in a corporate environment
  • Proven experience organizing and working with multiples teams and departments
  • Exceptional writing and content creation skills
  • Excellent communication (written and verbal) and interpersonal skills
  • Candidate should be able to manage highly sensitive and confidential information with discretion
  • Approaches work with positivity and creativity
  • Proactive approach to problem solving and prioritization is necessary

About State StreetWhat 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. Alpha is our front to back platform that powers better performance and outcomes at every point on the investment lifecycle and is the first open platform from a single provider that connects the front, middle and back office. It harmonizes data, technology and services across trusted providers to help our clients better manage their businesses.Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs 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 perspectives 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.Salary Range: $90,000 – $142,500 AnnualThe 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.Job Application Disclosure: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.

State Street – Global Head of Relationship Management, SVP – Burlington, ON

Company: State Street

Location: Burlington, ON

Expected salary:

Job date: Sat, 22 Mar 2025 08:23:31 GMT

Job description: What we valueThe Global Head of Client Management is an executive level position responsible for managing the Client Management function and all associated teams across the Americas, EMEA and the Asia Pacific Regions. This role will have overall responsibility for leading and overseeing the Client Management practice. The primary objectives of the role are to establish a world class, high-energy team that is focused on the retention and growth of the CRD client base globally with a heavy focus on client satisfaction metrics. This position has direct responsibility for revenue retention and client satisfaction associated with the CRD business.Why this job is important to usThe 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 * Serve as the recognized leader of the Client Management business within Charles River and represent the function across State Street

  • Manage and take responsibility for of the overall Client Management team
  • Help drive and evolve the strategic direction of the Client Management function, taking into consideration such factors as industry trends, regulatory environments, client feedback, revenue opportunity and competitive analysis.
  • Achieve Client Management revenue goals globally.
  • Establish metrics to measure client satisfaction and set performance goals
  • Successfully meet hiring goals across the client management practice.
  • Ensure that all staff adheres to corporate policies and procedures.
  • Review and assess personnel for compensation and promotion purposes.

What we value * Specific knowledge of the investment industry (financial instruments, workflows, major players, trends, etc.).

  • Strong management background; ability to work both tactically and strategically.
  • A strong leadership profile coupled with outstanding verbal and written communications.
  • Superb business judgment and ability to think through complex business issues.
  • Critical assessment capability –ability to maintain a very high bar and drive excellence in work products, services, hiring, etc.
  • Proven experience successfully recruiting and building world class teams.
  • Prior experience either building or leading a Client Management
  • Financial services industry experience
  • Strong communication and inter-personal skills
  • Demonstrable leadership qualities
  • Ability to make tough decisions, to change and adapt quickly, while remaining focused on customers and executing business initiatives.
  • Strong negotiation skills and the ability to influence internal business partners in a matrix work environment
  • A customer orientation which allows him/her to solicit, acquire, and act on information from customers concerning their current and future needs, issues, and challenges.
  • Experience managing a large portfolio of clients and building senior level relationships.

Education & Preferred QualificationsFour (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. (Master Degree preferred)Additional Requirements15 years of executive leadership running a large Client Management OrganizationThe ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients. Travel of 50-80% is typical but may exceed that at any given year.Salary Range: $225,000 – $337,500 AnnualThe 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.Job Application Disclosure: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.