Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As a Client Manager focused on Strategic clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services. You will work closely with client senior leaders to ensure strategic alignment and build strong, long-term partnerships. Client Managers advocate for clients within Charles River and serve as a trusted advisor and direct point of contact.

Responsibilities

Actively manage a book of Charles River IMS accounts.
Ensure a high-touch engagement model with clients, including regular onsite visits, project status calls, and executive engagements.
Develop relationships with senior client personnel to understand client strategy and CRD’s alignment.
Maintain a strong understanding of Charles River IMS and its current functionality.
Communicate and collaborate frequently with internal client account teams and Alpha business units.
Establish long-term, strategic objectives for each client and measure success against account plan goals.
Proactively ensure effective client issue resolution, project delivery, and response to information requests.
Assist the internal Sales team in identifying and fostering revenue opportunities, including additional application modules and services, training, or services.
Maintain awareness of the investment management market and industry trends relevant to CRD and the client base.
Travel to client sites 20% – 40% per calendar year.

Requirements

BA/BS degree in Finance, Technology, or a relevant discipline.
5 years of experience within the Financial Services / Software industry.
Preferred experience in Asset Management and in Relationship Management, Business Analysis, or a similar functioning role.
Demonstrable strong communication and presentation skills, including the ability to articulate or present issues, options, and resolutions verbally and in writing.
Ability to foster strong relationships across client organizations, with senior managers, and key decision makers.
Strong analytical and problem-solving skills.
Ability to multi-task and successfully manage simultaneous priorities.
Proven organizational skills with attention to detail.
Self-motivated with the ability to operate independently and as a member of a team.
Solid Front-Office - solid depth in trading workflows.

Skills

Fixed Income
Equities
Front-Office
buyside
Derivatives
FX
Middle-Office
Back-Office

Location

Burlington MA
Boston MA
Stamford CT
Clifton NJ

Work Type

In office presence is expected
Onsite visits

Experience Level

5 years experience

Education Level

BA/BS degree

Salary/Compensations

$90,000 - $157,500 Annual

Benefits

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 Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards
Eligibility for certain tax-advantaged savings plans

About the Company

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.

Equal Opportunity

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.
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.