State Street

State Street

Posted via Workday

Product Specialist, Officer

Apply by Dec 31, 2026

Posted Sep 3, 2026

Role at a glance

Job function
Customer Support & Contact Center Customer Support
Salary
Not yet verified Check the description for pay details; an amount or pay period has not been verified.
Location
Burlington Massachusetts, United States
Employment
Full-time
Experience
0-5 years of experience in financial technology, including trading support, middle/back-office operations, fund accounting, or front-office trading, with exposure to Charles River IMS or similar OMS/EMS platforms
Education
Bachelor’s degree in technical discipline (Finance, Economics, Financial Engineering, Fintech, or related field); advanced degree (MBA...

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Role Summary

AI-generated

Provides functional application technical support to Charles River Development customers in the Fixed Income and Derivatives space. The role handles client inquiries and technical issues while coordinating with Product and Engineering on client needs.

What You'll Do

  • Diagnose and resolve technical issues, respond to inquiries, and provide user guidance and training.
  • Collaborate with Product and Engineering to translate client needs into actionable feedback and solutions.
  • Investigate complex technical problems, including third-party integrations, and develop and test workarounds.
  • Manage client support, including sensitive or high-impact issues, while following established support procedures.
  • Document client interactions and issue resolutions, and contribute to continuous process improvement.

Generated from the employer's posting. Verify important details before applying.

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Qualifications

Bachelor’s degree in a technical discipline (Finance, Economics, Financial Engineering, Fintech, or related field); 0–5 years of financial technology experience in areas including trading support, middle/back-office operations, fund accounting, or front-office trading, with exposure to Charles River IMS or similar OMS/EMS platforms; medium to advanced knowledge of fixed income instruments and derivative products, and understanding of the Trade Life Cycle; strong communication, interpersonal, analytical, and problem-solving skills; ability to engage senior stakeholders, facilitate working sessions, gather requirements, analyze processes, prioritize multiple tasks, and work in a fast-paced, client-driven environment; team-oriented and customer-focused; basic working knowledge of SQL.

Preferred

  • Advanced degree (MBA or Master’s) preferred.
  • SIE or CFA Foundations certifications are highly desirable.

Original job description

Content provided by the employer

Job Description

What are we looking for

Provide Functional application technical support to CRD customers in the Fixed Income and Derivative space.

 

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.

 

What you will be responsible for

• Function as a central support representative for Fixed Income and Derivatives, collaborating with Product and Engineering to translate client needs into actionable feedback and solutions.

• Provide technical support by diagnosing issues, resolving inquiries, and delivering user guidance and training.

• Investigate complex technical problems, including third-party integrations, and develop and test effective workarounds.

• Deliver high-quality client support, including managing sensitive or high-impact issues with professionalism.

• Adhere to established support procedures while contributing to continuous process improvement.

• Maintain accurate documentation of client interactions and issue resolutions.

• Support special projects and additional duties as needed to support team and organizational objectives

Education & Preferred Qualifications:

• Bachelor’s degree in technical discipline (Finance, Economics, Financial Engineering, Fintech, or related field); advanced degree (MBA or Master’s) preferred; SIE or CFA Foundations certifications are highly desirable

• Medium to advanced fixed income instruments derivative product knowledge along with an understanding of the Trade Life Cycle.

• Excellent communication and interpersonal skills, with the ability to confidently engage senior stakeholders, facilitate working sessions, and gather requirements effectively

• Strong analytical and problem-solving skills, with a high level of attention to detail and demonstrated experience in process analysis.

• Proven ability to prioritize, manage multiple tasks, and operate effectively in a fast-paced, client-driven environment

• Team-oriented and customer-focused, with a strong commitment to delivering high-quality outcomes

• 0-5 years of experience in financial technology, including trading support, middle/back-office operations, fund accounting, or front-office trading, with exposure to Charles River IMS or similar OMS/EMS platforms
• Basic working knowledge of SQL

Salary Range:

$70,000 - $118,750 Annual

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.


About State Street


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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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

About the company

State Street

Large Enterprise

State Street is a leading financial services and bank holding company, headquartered in Boston, Massachusetts. With a strong focus on investment management and servicing solutions, State Street supports institutional investors worldwide by providing services such as asset management, investment research, and trading. Renowned for its commitment to innovation and sustainability, State Street leverages advanced technology and data analytics to enhance investment strategies and customer experiences. The company prioritizes diversity and inclusion within its workforce, reflecting its dedication to fostering a dynamic and collaborative environment.