Practice Manager Data Implementation Strategy Investment Banking Software / Charles River Development

Burlington, ON, Canada

Job Description


This role can be based throughout the United States

This role can be based throughout the United States

Who is Charles River Development (CRD)?

CRD is the company behind Charles River Investment Management (CRIMS), an enterprise investment management software tailored to institutional investors, wealth managers, hedge funds, and other large financial firms. In 2018, CRD merged with State Street Corporation, a leading provider of financial services. As a combined company, they now offer State Street Alpha, the first front-to-back asset servicing platform from a single provider for institutional and wealth management firms.

Why this job is important to us

You will be leading the Data Strategy Group within CRD. State Street Alpha is data-intensive, requiring analysis, validation, and processing around data requirements, mapping, and quality, among other items. The Data Strategy team is uniquely positioned to define the best practices around data implementations for all future CRIMS and Alpha implementations.

Join us if you want to define how next-generation financial infrastructure will be implemented in the future.

What we are looking for

A data practice manager who can lead a team and perform the following activities:

  • Develop and build the Data Strategy consulting practice, focusing on best practices for data management, governance, assessment, delivery, and quality.
  • Lead and mentor a team of data specialists, providing guidance and support to ensure their professional growth and the successful delivery of client projects.
  • Collaborate with cross-functional teams, including sales, product management, and engineering, to ensure alignment of data strategy with broader company objectives.
  • Lead or oversee CRIMS implementations by evaluating data requirements while providing product expertise and guidance throughout the project. Ensure the solutions developed by Charles River meet the customer\'s business needs and that the customer can assume ownership and operate the solution effectively.
  • Assist other Professional Services team members by developing a central knowledge repository and best practices around data strategy.
  • Educate customers on best practices around data management and data quality within CRIMS and Alpha.
  • Monitor and evaluate customer data requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer-specific implementation projects or in response to trends in the marketplace.
  • Contribute to software quality by communicating defects to Client Support and Product Management by providing clear outlines of defects and validating suggested fixes.
  • Analyze and evaluate customer data requirements, needs, and gaps to help Charles River respond to sales opportunities. Execute proof-of-concept projects and for potential customers to demonstrate the potential of CRIMS to satisfy the specific needs of potential customers.
  • Stay current with industry trends, emerging technologies, and regulatory changes related to data management, incorporating these insights into the practices as needed.
What we value

Practice Managers should have experience in one or more of the following:
  • Deep experience in data management, including data strategy, governance, managing data quality, and data integration.
  • Experience with tracking, managing, and troubleshooting data flow for software implementations.
  • Proven track record of successfully leading and managing teams in a professional services or consulting environment.
  • First-hand knowledge of financial operations from a bank, corporate, consulting, or software vendor background
  • Project management and consulting experience from implementing Capital Markets or IT projects successfully.
  • Understanding of multi-tier technical architectures, data feeds, import/export mapping, and relational database structures.
  • Familiarity with SQL, Bloomberg, or financial analytic providers (FactSet, Yieldbook\xe2\x80\xa6) is a plus.
  • Demonstrated analytical skills.
  • Demonstrated problem-solving and decision-making skills.
Education & Preferred Qualifications
  • Four (4) year degree in 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 experience
  • The ability to travel to client sites throughout the United States and Canada and work effectively when remote from clients. Travel of 30-50% is typical but may exceed that at any given year.
(Key words: Fixed Income, Derivatives, Equities, FX, Compliance, OMS, buyside, data, middle-office, security master, reference data)

About State Street

What 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 Development

Discover more at

Salary Range: $140,000 - $222,500 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.

State Street

Beware of fraud agents! do not pay money to get a job

MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.


Job Detail

  • Job Id
    JD2221135
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    $140000 - 222500 per year
  • Employment Status
    Permanent
  • Job Location
    Burlington, ON, Canada
  • Education
    Not mentioned