Research Manager Product Consultant

About the Role

Key Responsibilities

• Proactively monitor live transactions to ensure application operability and user success
• Provide outstanding client service by assisting clients with trade and commission management, service interruptions and/or production issues, user training, and general application usage
• Host client meetings to assist with training, product demos, and transactional support
• Produce scheduled and/or ad-hoc reporting deliverables in a timely and accurate fashion
• Partner with in-house Professional Services with client onboarding events to ensure proper training, user access and testing of production environments
• Compile daily operational reports to communicate the health of the business (i.e., volumes, risk exposure) to management

Requirements

• Experience managing client relationships
• Interest in the Capital Markets and the financial markets
• Excellent written and verbal communication skills, with the ability to adapt to all levels of management and clientele
• Exceptional interpersonal skills that encourage healthy dialogue and trusted client relationships
• Good organizational and time-management skills to adhere to deadlines and deliverables
• Ability to work independently while still interacting within an integrated team structure

Nice to Have

• Bachelor's degree and/or equivalent related work experience
• Strong knowledge of internet based applications
• Proficient in MS Office Suite

Qualifications

• Indefinite right to work in the United States

Benefits & Perks

• Health & Wellness: Health care coverage designed for the mind and body
• Flexible Downtime: Generous time off helps keep you energized for your time on
• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills
• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs
• Family Friendly Perks: Perks for partners and children, including some best-in-class benefits for families
• Beyond the Basics: Retail discounts, referral incentive awards, and small perks