AI Product Consultant leading pilot engagements for Zendesk AI, focusing on technical configuration and integrating business strategies. Collaborating with sales and customer success to drive value outcomes.
About the role
- Currency Management Product Specialist servicing client needs and managing operational setups while interacting with multiple teams at State Street.
Responsibilities
- Servicing existing clients on a day-to-day basis, managing share class and portfolio launches, onboarding new accounts, completing operational set ups and managing ad hoc projects
- Carefully managing an accounts launch queue
- Providing day to day support to our global client base, addressing queries and resolving time critical issues
- Interacting with operations teams including SSM Trade support , SSM Onboarding , Custody, Fund accounting and Transfer agents, both internal and external
- Interacting with management locally and globally
- Some project management and coordination across multiple teams within Markets
- Supporting activities carried out by the EMEA hubs
- Establishing themselves as the operational product expert and handle the operational set up of mandates for new and existing clients Globally
- Developing a strong knowledge of the full suite of products including a detailed understanding of the operational process and the fundamental principles of fund accounting and performance measurement as they relate to currency hedging
- Interacting on a regular basis with existing clients and supporting their needs
- Leading onboarding projects with the operations team in Boston to ensure smooth new business installation.
- Interface with Onboarding/KYC/AML teams as required
Requirements
- 2 years’ experience in a similar organisation (or prime broker) within an operations/product role
- Solid understanding of Fund Accounts /Custody/ Transfer agent operations and how they integrate with an outsourced FX provider
- Solid knowledge of the lifecycle of a currency hedging mandate
- Strong operational background
- Coding Skills a plus
- Attention to detail and time management are a must
- Ability to work under pressure
- Good time management skills
- Motivated and self-starter
- Undergraduate degree in finance or related field
- Graduate Degree in related field a plus
Benefits
- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Vibrant employee networks
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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