Product Specialist

• Monitor and summarize market developments, economic releases and portfolio activity across Mortgage & Securitized strategies for internal use and inclusion in client materials.
• Draft and update client portfolio review materials and market commentary in partnership with the Institutional Portfolio Managers, leveraging investment team inputs, internal attribution data and external sources.
• Support consultant and client coverage by preparing meeting materials, maintaining standard messaging and following up on information requests under the direction of senior team members.
• Coordinate internally with Distribution, Legal, Risk, Compliance and Operations teams to support onboarding, ongoing account maintenance and reporting needs.
• Conduct competitor analysis and market research to support positioning, product knowledge and responses to stakeholder inquiries.
• Manage data, performance metrics and due diligence content required for RFPs/RFIs and other business support requests; help ensure timely and accurate completion.

Product Specialist – Mortgage & Securitized Associate

• Support growth through technical sales expertise and customer relationship management
• Provide sophisticated technical guidance while promoting our innovative chemical portfolio to academic, pharmaceutical, biotech, and industrial customers
• Work closely with sales teams and customers, deliver effective value propositions, conduct product demonstrations, and provide comprehensive application support
• Help customers advance their research and manufacturing capabilities while contributing to the mission of making the world healthier, cleaner, and safer

Product Specialist – Chemicals

• The Event Specialist is responsible for coordinating and fulfilling a high volume of virtual webinars and in-person events at Employee Banking and Investment (EBI) Corporate Client locations.
• The EBI Events Team supports EBI's client-centric Financial Wellness program, marketing initiatives, and account opening opportunities in a fast-paced environment with strict deadlines driven by partner timelines.
• This role serves as a key point of coordination for event intake, logistics, communications, staffing, and execution, ensuring events are delivered on time, within budget, and with a focus on exceptional participant experiences.
• The candidate will collaborate closely with EBI Events teammates and Client Managers while partnering across lines of business, including local Market Leaders, Financial Center leadership, Financial Wellness Specialists, Workplace Benefits, Event Registration System (ERS), and Business Controls.
• This role is responsible for managing event requests from intake through fulfillment, balancing competing priorities, and supporting continuous improvement efforts to ensure a seamless client and participant experience.

Product Consultant – Event Specialist, Employee Banking and Investments

• Identify markets and participate in the valuation of leased equipment.
• Evaluate residual values in structuring lease contracts and participate in inspection programs to ensure that leased equipment is well maintained.
• Assess asset risk through an extensive evaluation process in order to establish residual and collateral values for equipment leases and secured finance transactions.
• Identify and mitigate risk in transactions and collaborate with Credit, Pricing, and Sales teams.

Product Specialist II/III – Equipment Management

• Conducting onboarding and discovery meetings for customers, understanding customer context and goals, and providing product information to best serve those goals.
• Assist customers with advanced technology capabilities such as but not limited to keyword searches, near-duplicate/email threading & advanced analytic (AI) searching.
• Design technical workflow and projections for customer success management meetings and executive business reviews.
• Design playbook and best workflow procedures for Casepoint products.
• Improve product adoption, and customer retention, and help foster positive customer relationships that create a loyal customer base.
• Develop and adhere to properly documented projects, including customer workflows, roles and task management, estimations, and process improvements.
• Ensure exemplary customer service and communication management to all internal and external customers; proactively promote customer service throughout the department and among teams; respond to peer requests with recognition that request serves a customer need.
• Collaborate with vendors, consultants, business, and IT personnel to achieve solutions to identified business needs.

Product Consultant

• Support and gradually take ownership of product demonstrations for prospective and existing clients across capital markets organizations.
• Learn and understand clients’ trading environments, workflows, technical architectures, and integration challenges in order to position Esprow’s solutions effectively.
• Conduct technical presentations, workshops, webinars, onboarding sessions, and client training activities.
• Explain complex protocol-level and trading-system concepts in a clear, concise, and professional manner to both technical and non-technical stakeholders.
• Collaborate closely with Sales teams during enterprise sales cycles, proof-of-concept activities, product evaluations, and technical discussions.
• Support client evaluation and onboarding activities by helping clients understand how Esprow’s solutions fit within their infrastructure and operational workflows.
• Maintain and continuously improve demonstration environments, test scenarios, datasets, and supporting presentation materials.
• Work with Product, QA, and Engineering teams to provide feedback from client discussions and help improve product usability and technical positioning.
• Contribute to technical marketing activities including webinars, presentations, technical articles, conference participation, and educational materials where required.
• Assist with the preparation of technical documentation, product communication materials, and solution-oriented client content.
• Stay up to date with developments in software technology, APIs, testing methodologies, financial messaging, and capital markets infrastructure.

Technical Pre-Sale, Product Specialist – Capital Markets Technology

• Assist senior member of the technical team in performing technical due diligence for Bank of America’s investments in energy and infrastructure assets, including reviewing independent engineering reports, technology reviews, project contracts, and other supporting materials
• Update project portfolio information from monthly operation reports and monitor the technical performance of portfolio assets (e.g., generation, availability, O&M expenses, and major technical issues)
• Evaluate and qualify equipment vendors, EPC contractors, and operators across multiple project types, including researching/tracking technology trends across the industry

Product Specialist II – Technical Engineering, Global Infrastructure Credit

• Lead payroll sales process
• Serve as Global Payroll Subject Matter Expert (SME)
• Advise Core Account Executives on deal execution strategy

Product Specialist jobs in Massachusetts

See all jobs on JobTailor