Sales Engineer, VP

Who We Are Looking For

With over half of the world’s top 100 money managers as customers and more than $25 trillion in assets on the Charles River Investment Management Solution (CR IMS), Charles River Development (CRD) has a strong reputation across the investment management industry.

CRD’s SaaS-based platform has evolved into a complete front-to-back offering, incorporating a cloud-native strategic data management solution, the Alpha Data Platform (ADP).

Following continued growth under the State Street Alpha™ brand, CRD is seeking a Sales Engineer to join the APAC Sales Engineering team, supporting the sale of investment lifecycle and data management capabilities.

Sales Engineers:

- Lead the pre-sales effort to educate prospects and existing clients

- Deliver software demonstrations and product presentations

- Work closely with sales representatives to address workflow, product, and best practice questions

Why This Role Is Important to Us

You will join Charles River Development (CRD), part of State Street since 2018.

CRD delivers enterprise investment management software solutions for institutional investment firms, wealth managers, asset owners and alternative managers.

Together, Charles River and State Street formed the State Street Alpha™ platform, combining software, data, and services into a single front-to-back solution.

The Charles River IMS provides differentiated, market-leading capabilities to buy-side firms, characterised by an open and flexible approach to workflow management aligned with market-standard principles, and strong capabilities in data management and integration, including with leading third-party analytics and data providers

Join us if selling next-generation investment software solutions using emerging technologies — and redefining the buy-side industry — sounds like an opportunity that excites you.

What You Will Be Responsible For

- Act as a hands-on product expert in CR IMS and Alpha Data Platform

- Liaise between clients, sales and product teams

- Drive client adoption and identify new opportunities

- Travel across APAC region

- Deliver training to internal and external stakeholders

Time Allocation

- 35% preparation and detailed product presentation and demonstration to highly sophisticated investment professionals

- 25% coordinate and prepare for proof-of-concept activities and client workshops

- 15% follow-up with clients and prospects to close out any unanswered questions or objections

- 10% represent CRD at conferences and industry events

- 10% assist with RFP/RFI preparation

- 5% internal training

Experience and Qualifications

- Minimum 5 years in pre-sales or similar role

- Experience in financial markets industry

- Strong understanding of investment lifecycle and products

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.

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