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Added 1 min ago
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Project Manager, Wireless Site Development/Site Acquisition
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Phoenix, AZ
- $55 to $75 USD / hour
We are seeking an experienced Project Manager to support wireless infrastructure deployment projects, with a focus on small cell and site development initiatives. This individual will…
Added 2 mins ago
ADMINISTRATIVE ASSISTANT I - 64069823
State of Florida
TALLAHASSEE, FL
Leads development and submission of DOH continuation education units application, post event documentation and provision of certificates to event attendees. Arranges staff travel and…
Added 2 mins ago
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NORTH FLORIDA REGIONAL MAINT MANAGER - 55001119
State of Florida
ORLANDO, FL
- $79,401.92 USD / year
Working Title: NORTH FLORIDA REGIONAL MAINT MANAGER - 55001119
Added 2 mins ago
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CONTRACT MANAGER - 73006898
State of Florida
TALLAHASSEE, FL
- $51,368.52 to $56,775.72 USD / year
The Florida Department of Revenue’s Information Services Program (ISP) is seeking a qualified professional to serve as a Contract Manager responsible for supporting the procurement,…
Added 3 mins ago
Director, Marketing Communications - Lincoln
Ford
Detroit, MI · Detroit
…internal partners from strategy and brief through creative development, production, deployment, optimization, and measurement; and ensure Lincoln shows up consistently and distinctively…
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Senior Product Manager, Mobile Apps – Vehicle Productivity and Electrification Experiences
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United States
…help us redefine the future of mobility. As a Digital Product Manager at Ford, you will work cross-functionally to ensure the products we build will meet and elevate our customers’…
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Manager, Consumer Marketing Strategy
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Senior Manager, Commercial CRM
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Detroit, MI · Detroit
The Senior Manager, Commercial CRM – Ford Pro is the CRM leader accountable for setting and championing the near- and long-term strategy, roadmap, and business case for Ford Pro's customer…
Added 5 mins ago
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Senior Mechanical Engineer, Data Centers - Remote (U.S.)
AECOM
Remote, United States
- $170,000 to $200,000 USD / year
…planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact…
Added 5 mins ago
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Senior Mechanical Engineer, Data Centers - Remote (U.S.)
AECOM
Remote, United States
- $170,000 to $200,000 USD / year
…planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact…
Added 5 mins ago
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Senior Mechanical Engineer, Data Centers - Remote (U.S.)
AECOM
Remote, United States
- $170,000 to $200,000 USD / year
…planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact…
Added 5 mins ago
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Senior Mechanical Engineer, Data Centers - Remote (U.S.)
AECOM
Remote, United States
- $170,000 to $200,000 USD / year
…planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact…
Added 5 mins ago
Consumer Promotions Marketing Manager
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Chicago, IL
Are you ready to promote some of the world's most beloved brands? The Consumer Promotions Marketing Manager leads the strategy & planning process, concepting, and measurement of consumer…
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Omnichannel Sr. Marketing Manager
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Chicago, IL
The Omnichannel Sr. Marketing Manager leads insight-driven strategies that accelerate profitable growth for Mars Snacking, Amazon/DoorDash/Instacart, and the categories in which we compete.…
Added 7 mins ago
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Maintenance Technician Part Time
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Benefits: * Fuel Your Growth with Love's - company funded tuition assistance program * Paid Time Off * Flexible Scheduling * 401(k) – 100% Match up to 5% * Medical/Dental/Vision Insurance…
Added 9 mins ago
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Emerson Elementary - Multilingual Learner Teacher/Academic Intervention Specialist - 1.0 FTE
Seattle Public Schools
Seattle, WA
- $74,736 to $146,088 USD / year
A classroom teacher performs, under the general direction of the building principal or program manager and with assistance from appropriate staff personnel. A classroom teacher fosters and…
Added 10 mins ago
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Solutions Relationships Manager - (FT Investment Solutions OCIO - Manage 3rd Party Evaluators) EG
Franklin Templeton
New York, NY
- $190,000 to $250,000 USD / year
…insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation…
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Partner Development Direct, IBM
Snowflake Inc.
Bozeman, MT
The Partner Development Senior Manager role involves driving and nurturing relationships with our System Integrator (SI) partners. Your primary objective is to strengthen and expand the…
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Merrill Advisor Development Program - Financial Advisor - Mountain West Market
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Missoula, MT · Bozeman, MT
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Added 11 mins ago
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Director, Parks, Recreation and Neighborhood Services (Unclassified)
City of San Jose
San Jose, CA
- $104.78 to $169.72 USD / hour
The City of San José is a full-service Charter City and operates under a hybrid Council-Manager form of government. The City Council is comprised of 10 Council Members elected by district…
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Added 11 mins ago
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Senior Product Marketing Manager, Field
Akamai Technologies, Inc.
Helena, MT
- $132,100 to $237,900 USD / year
As a Senior Product Marketing Manager, Field, you will be the key connection between Akamai Cloud Product Marketing and our global sales organization. You will work closely with sales…
Added 11 mins ago
Platform Product Manager
Navitus Health Services
Helena, MT
Due to growth, we are adding a Platform Product Manager to our team!
Added 11 mins ago
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Program Manager/ Implementation Lead (Ketryx)
Cognizant
Helena, MT
- $83,000 to $94,500 USD / year
As a Ketryx Program Manager , you will make an impact by leading the implementation of Ketryx and associated quality and engineering platforms in a regulated environment. You will be a…
Added 11 mins ago
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Director, Architecture and Data
GE Aerospace
Helena, MT
- $152,000 to $202,000 USD / year
…coordinating with the Data Fabric Sr Principal Technical Product Manager and the Principal Architects for Enterprise, Data, Infrastructure, and…

Charles River Systems Inc MA

Sales Engineer, VP

United States

$110,000 to $188,750 USD / year

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Job details

Pay: $110,000 to $188,750 USD / year
Apply by: Feb 9, 2027
Experience: Minimum of 3 years of experience working within a pre-sales or similar role
Posting language: English
Posted: Nov 9, 2026

Original job description

Sales Engineer, VP

Who we are looking for:

With over 50 of the world’s top 100 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. Following the continued growth of Charles River’s Wealth business within the State Street, CRD is seeking a Sales Engineer to join the Sales Engineering team within US sales, supporting sales of investment lifecycle and data management capabilities to its clients. The Sales Engineers lead the pre-sales effort to educate prospects and existing clients in the use, features, and benefits of the solution. A core component is software demonstration and enthusiastic product presentation. Additionally, they work closely with the outside sales representatives to ensure all product, workflow, and best practice questions and objections are thoroughly addressed.

Why this role is important to us:

The team you will be joining is a part of Charles River Development (CRD), that became a part of State Street in 2018. CRD delivers enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management, asset owners and alternative managers. Together we have created the first open front-to-back platform - State Street Alpha™ , that was launched in 2019 and combines Charles River software and State Street service capabilities and expertise, working with some of the world’s largest and most sophisticated investment managers. The Charles River IMS provides differentiated, market leading capabilities to buy-side firms, characterized by an open and flexible approach to workflow management along market-standard principles and strong capabilities in data management and integration, including with other leading firms who provide analytics and data. 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:

As an CRD Sales Engineer you will be involved in a variety of activities, typically as follows:

Preparation and detailed product presentation and demonstration to highly sophisticated investment professionals
Follow up with prospects to close out any unanswered questions or objections
Represent CRD at conferences and trade show exhibits
Coordinate or assist in general prospect visits or product test pilot projects
Assist with RFP or request for information (RFI) preparation

Required Skills and Experience:

“Required Knowledge” The core attributes of a successful CRD sales engineer:

Must be advanced/competent in CR IMS and financial topics
Must be a good speaker
Client-facing experience (ideally implementation projects and knowing the complexity of delivering CRD at clients)
Implementation experience would be ideal, sales experience is a bonus
CRD experience is ideal, but can be learned
Knowledge of core CR IMS
Good understanding of financial markets and Investment lifecycle

Basic knowledge of Experience & Qualifications:

Implementation/consulting experience in front/middle office is equally (if not more important) than sales experience
“understanding key topics and trends”:
private credit and alternatives is not essential, can be learned

Experience in demonstrating software solutions within the buy-side Wealth management market is critical.

Knowledge and experience of the following areas gained either through software solution vendors, buy-side investment managers, or consultancy:

Investment Management workflow requirements across public markets including portfolio management and construction, risk, compliance, trading and middle office.
Knowledge and experience of the challenges in investment management relating to point-solution proliferation, rationalization strategies onto single platforms, and the end-to-end investment lifecycle.
Evaluation and set up of security master reference data, pricing, analytics, positions/holdings, corporate actions, index/benchmark data, fund/account information.
Awareness of typical technical landscape within a modern enterprise SaaS Applications including MS Azure, Snowflake, SQL, ETL tools, and machine learning models.
Knowledge of data vendors such as Bloomberg, Refinitv, MSCI, etc., other index and ESG data providers.
Hands on experience with at least one of the following systems – CRD, Simcorp Dimension, Blackrock Aladdin, Bloomberg AIM, S&P ThinkFolio, NeoXam

Proven written and verbal communication skills including:

Ability to provide succinct and accurate responses to questions within the Investment Management segment.
Written responses to RFP and RFI questions.
Presentations to investment management business users
Ad-Hoc written and verbal responses to questions raised by investment management business users.

Proven problem-solving skills.

Knowledge and awareness of the technology considerations relating to investment management platforms and their ecosystem in client architectures.

Awareness of the competitor solutions currently being used within the Investment Management industry.

Experience and Qualifications

Minimum of 3 years of experience working within a pre-sales or similar role
Prior industry experience in investment management, either with software platforms, service providers or in consultancy
Strong understanding of investment lifecycle management processes and requirements
Understanding of key topics and trends, including passive and ETFs, LDI strategies, derivatives overlay, multi-manager / OCIO, private credit and alternatives.
Good understanding of financial investment products across asset classes and workflows
Excellent verbal and written communication skills, good interpersonal skills, ability to gather and understand requirements in the financial sector.
Proven organizational skills with attention to detail.
Strong analytical and problem-solving skills
Flexibility with schedule and ability to work beyond regular business hours and travel as required.
Demonstrated planning and scheduling skills.
Ability to work on multiple initiatives simultaneously and deal with the inevitable surprises that are part of a dynamic environment.

Salary Range:

$110,000 - $188,750 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

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.

Discover more information on jobs at StateStreet.com/careers

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Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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