Business Solutions Specialist, Vice President

About This Role

The Business Solutions Specialist plays an integral role in managing ongoing client relationships, educating existing clients and prospects on the Charles River Investment Management Solution & Alpha Data Platform (the Alpha Platform) across multiple asset classes in Asian Pacific Markets. This senior role also involves participation in pre-sales engagements. The specialist must be perceived as highly credible and knowledgeable in both the investment industry and the application of investment management platforms in the front and middle office.

Responsibilities

• Be a product expert on the CR IMS and Alpha Data Platform
• Liaise between market participants, existing clients, and internal stakeholders
• Interact closely with the Charles River Relationship Management and Sales team to drive end-client adoption of solutions and new opportunities
• Forge relationships with Charles River clients through business and social contact
• Travel to clients and prospective clients across Asia Pacific
• Quickly become familiar with developments and enhancements to CR IMS and Alpha Data Platform
• Provide informal training to the Charles River Sales team, Relationship Management team, implementation staff, and clients on the product
• Assist with RFPs and POCs
• Organise and run client engagements and detailed workshops with business units and end users (25%)
• Prepare and deliver detailed product presentations and demonstrations to sophisticated investment professionals (25%)
• Follow-up with clients and prospects to close out any unanswered questions or objections (25%)
• Assist with RFPs or request for information preparation (10%)
• Self-train on product features and train internal teams on client system usage (10%)
• Represent CRD at conferences and industry trade show events (5%)

Requirements

• Understanding of investment markets from a front and/or middle office perspective and what each user persona requires to be effective
• Technical acumen to understand requirements and objections and articulate and demonstrate CRD advantages
• Excellent organisation skills; ability to manage multiple complex tasks simultaneously and meet self-imposed deadlines in a dynamic environment
• Ability to foster relationships with senior market practitioners in large and small corporations
• Superior oral and written communication and interpersonal skills
• Able to differentiate and work at strategic and tactical levels simultaneously
• Consultative presentation style to diverse and complex audiences
• High degree of proficiency in navigating front and middle office investment applications
• Experience in the financial markets industry is mandatory