CRD Wealth Sales Engineer, VP

Job description

Who we are looking for: With over 40 of the world’s top wealth managers as customers and over $3 trillion in wealth related assets on the CR IMS, Charles River is a leading provider of investment technology for wealth managers, providing portfolio management, trading, compliance capabilities, and manager / sponsor connectivity. The company's SaaS-based, leading edge technology platform has been well received, and the firm is seeing a number of significant uptake from existing customers as well as attracting new named customers who see it as the best in class. Following the continued growth of Charles River’s Wealth business within the State Street, CRD is seeking a Sales Engineer to join the Sales Engineering team within US sales, supporting sales of investment lifecycle and data management capabilities to its clients. The Sales Engineers lead the pre-sales effort to educate prospects and existing clients in the use, features, and benefits of the solution. A core component is software demonstration and enthusiastic product presentation. Additionally, they work closely with the outside sales representatives to ensure all product, workflow, and best practice questions and objections...