Who we are looking for

As part of the Professional Services organization within Mercatus, the primary goal of the Principal Consultant will be ensuring successful Implementation and Configuration Services (“ICS”) to meet customer requirements while promoting customer adoption and providing a channel for the sale of other company Software and Services.  This role is extremely critical as it takes the handoff of a client from a finalized Sales contract to ensuring that customer is effectively on-boarded (a consulting engagement that could last several months).  As a senior hire on this team in high growth phase, this person has the unique opportunity to also support business development efforts heavily throughout the sales process.  As such, the role is equal parts Sales, Client Management, and Operations, and it works closely with every area within the company while gaining a deep understanding of all areas of the business.  The Principal Consultant will be the key interface to customer success and have consistent exposure to large private markets funds and multi-national companies.   The key to this role is delivery – the Principal Consultant will lead the execution to deliver to client goals while being a trusted advisor to the client.  The VP level is responsible for more complex, strategic clients. 

Why this role 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 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

As Principal Consultant you will

Client Work:  Own client engagement and program management of Professional Services deployment

Manage customer relationship throughout ICS

Guide customer to decisions / consensus and drive to deadlines assertively

Lead requirements gathering with customer to ensure successful configuration specific to needs. 

Design ideal deployment outcomes for client.  Heavy focus on end visuals in Business Intelligence for client use in reporting / analysis.

Define deployment options for customer and outline key advantages / disadvantages

Coordinate individual Business Managers responsible for various elements of customer integration

Deliver final configuration to customer and complete onboarding

Establish plan for Organization Change Management (“OCM”) within customer org, including leading Live Training and supporting post-ICS adoption phases with Account Manager

Business Development:  Sales / Marketing

Identify areas for other Software or Services within current customers through ICS engagements

Drive proof-of-concepts for specific functional groups within prospective customers to illustrate successful deployments and value of SaaS

Lead Trial account engagements for prospecting customers

What we value

4+ years’ experience implementing SaaS solution to private markets, i-banks, or Fortune 500

Experience in Private Credit / Debt, Infrastructure investments, Private Equity, Fund / Portfolio Management

Experience leading change management efforts across large enterprises (50+ people across regions)

Ability to communicate equally effectively from C-level to entry level employees

Strong interpersonal skills to manage client relationships

Analytical with strong problem-solving skills

Process efficient with heavy attention to detail

Ability to proactively seek solutions and ways to improve performance

Experience working with Business Intelligence dashboards / data modeling highly preferred

Experience delivering corporate training, proof-of-concepts, and promoting software usage preferred

Education & Preferred Qualifications

Degree in finance or business preferred

CAIA or CFA designation highly preferred

Additional requirements

Ability to travel as required for customer engagements (~ 30%), including internationally

Adaptability and desire to work in fast-paced, changing environment

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, investment 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 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 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.

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.

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