Wealth Hub Testing and Certification Lead - Charles River Development
What we are looking for
The Wealth Hub Testing and Certification Lead supports Charles River Wealth Hub. Which connects managed account Program Sponsors and 3rd party asset managers through an open architecture, secure network environment built in Microsoft Azure strategic cloud. The Wealth Hub supports model-only programs as well as traditional discretionary traded separate accounts and unified managed account programs. The Wealth Hub Testing and Certification Lead contributions will be Own/Lead "testing" for onboarding asset managers, sponsors and third party vendors and will be the main contact for this process. In addition, will also manage the overall testing project plan to execute against. Why this job 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 the 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
Manage the overall project plan to execute against multiple test scripts. Approximately, 22 use cases per manager. This will entail multiple calls with technology representatives from the asset manager.
What we value
- Lead testing with asset managers, vendor/service providers and sponsors
- Customize each test plan based on managers profile
- Coordinate UAT environment set up with internal and external resources
- Collect necessary data elements from asset manager to facilitate Wealth Hub configuration
- Complete manager certification process and validation
- Coordinate pre-production testing with sponsors and manager
- Assist with manager and sponsor contracting
- Assist with other asset manager onboarding requirements
The Wealth Hub Testing and Certification Lead will have extensive Client facing experience in the Fin Tech Industry.
• Asset managers and sponsors experience strong Project management skills,
• 6-10 years Financial Services experience, Preferable Wealth,
• Experience with Separate Accounts
• Leadership skills, the ability to influence and work in matrix environment and Fin Tech experience. Education & Preferred Qualifications
Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. An advanced degree or industry certification such as the CFA is a strong plus.
• 8+ years of experience 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