# Sales Engineer, VP at State Street

State Street is hiring a Sales Engineer, VP. It pays $189k a year and Level rates it Little AI ●○○○; you can [apply on State Street](https://jobsbylevel.com/go/6c348bab-1bff-469c-9feb-6731f62cdf97?utm_medium=ai-agent).

AI Level 1, AI centrality 36 out of 100. Burlington Massachusetts.

## Details

- Company: [State Street](https://jobsbylevel.com/companies/state-street)
- AI level: AI Level 1 (score 36 out of 100)
- Location: Burlington Massachusetts
- Salary: $189k
- Posted: November 9, 2026
- Apply: https://jobsbylevel.com/go/6c348bab-1bff-469c-9feb-6731f62cdf97?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=sales-engineer-vp-at-state-street-6a861e

## 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

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/sales-engineer-vp-at-state-street-6a861e

Source: https://jobsbylevel.com/jobs/sales-engineer-vp-at-state-street-6a861e

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