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.

CRD Wealth is seeking to recruit a Sales Representative to cover Europe to both grow the client base (net new business) and extend the footprint within existing clients in the region. For existing customers, the company has a Client Management team, whose primary role is to execute on a tactical operating plan and address day to day issues. This will enable you, the Sales Manager to focus on understanding the customer's strategy and business to create and execute on a plan that results in deployment of Charles Rivers' solutions to address the customer’s strategic business objectives. 

What you will be responsible for

• A mix of New Business Sales and existing customer Account Management
• The entire sales and account management process from inception. This includes research, identification and ‘upselling’ CRD modules and services into existing customer accounts, prospecting, relationship building, negotiation and contract closure, adopting a consultative/solution sales methodology. The primary objectives are comprehensive market penetration through growth of the CRD customer base and customer retention through driving add-on modules and services (lead by SaaS) sales and extending the usage of the application.
• Systematic prospecting and lead generation across the Wealth Segment in Europe, covering decision makers across the prospect/client organization
• Selling the value proposition around a comprehensive SaaS solution to new and existing wealth customers
• Consultative and strategic management of the entire sales process– organizing and running presentations/workshops, owning and contribution to RFI/P and tender process, solution demos/pilots, commercial proposals and presentations. 
• Working throughout prospective customer organization to understand the organization, the players, decisions makers, build high level relationships, clearly understand business and technical requirements and prescribe commensurate messaging and value proposition. 
• Clear articulation of CRD advantages to best position CRD as a strategic partner and ultimately close business. 
• Working through objections, pricing and contract issues to close deals
• Working with CRD Client Managers to leverage penetration within existing CRD customer accounts.
• Working closely with teams across State Street to jointly position the value proposition of our combined technology and services
• Development of relationships with key industry partners including consultants and complementary service providers to broaden CRD’s reputation and ultimately leverage sales opportunities.

What we value

• You must have an understanding and application of strategic selling, solution selling (e.g. Miller Heiman, SPIN, etc) and demonstrated success against quota in a highly competitive environment.
• You will have a record of overachievement against targets.
• Knowledge and experience selling solutions, enterprise software and large consulting projects to the financial services industry preferably in investment or Wealth management (buy-side)
• You will have proven experience of developing accounts and relationships from “one of many” to key trusted advisor status

Education & Preferred Qualifications

• University degree preferably in a technology or finance discipline is essential.

Additional requirements

• A keen awareness of the political dynamics within the customer base
• Experience of growing existing accounts - some active and others spending money but not fully committed.
• Experience selling complex systems which require the sales person to really understand the solution in detail and not superficially.
• Ability to understand key concepts, observations and articulate CRD and the CRIMS value proposition.

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.

Discover more at www.StateStreet.com/careers

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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