Product Specialist, Officer
$70,000–$118,750 year
On-site · Burlington, Massachusetts, United States
Job Summary
Provide technical support to CRD customers in the Wealth Management space by diagnosing issues, delivering user guidance and training, and resolving inquiries. Investigate complex technical problems including third-party integrations, and develop and test effective workarounds. Serve as a central support representative for Wealth Management, collaborating with Product and Engineering to translate client needs into actionable feedback and solutions. Deliver high-quality client support while adhering to established procedures and documenting client interactions and issue resolutions. Lead or support special projects and additional duties to support team objectives. Requires a Bachelor’s degree in a technical discipline and 2+ years in financial technology with knowledge of wealth management concepts and instruments; SQL skills and familiarity with Charles River IMS or similar OMS/EMS are highly desirable.
Required Qualifications
- Bachelor’s degree in a technical discipline (Finance, Economics, Financial Engineering, Fintech, or related field); advanced degree (MBA or Master’s) preferred; SIE, CFA, or FRM certifications are highly desirable
- 2+ years of experience in financial technology, including trading support, middle/back office operations, fund accounting, or front-office trading, with exposure to Charles River IMS or similar OMS/EMS platforms
- Strong knowledge of wealth management concepts and financial instruments (fixed income, derivatives, equities)
- Strong analytical and problem-solving skills, with a high level of attention to detail and demonstrated experience in process analysis and project management
- Excellent communication and interpersonal skills, with the ability to confidently engage senior stakeholders, facilitate working sessions, and gather requirements effectively
- Proven ability to prioritize, manage multiple tasks, and operate effectively in a fast-paced, client-driven environment
- Team-oriented and customer-focused, with a strong commitment to delivering high-quality outcomes
- Basic working knowledge of SQL
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