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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.

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 role.
Demonstrable strong communication and presentation skills, including the ability to articulate 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 part of a team.
Ability to travel to client sites 20% – 40% per calendar year.

Skills

Front-Office trading workflows
Client satisfaction
Client retention
Client growth
Project delivery
Client service
Relationship management
Business analysis
Communication
Presentation
Analytical skills
Problem-solving
Organizational skills
Attention to detail
Self-motivation
Teamwork
Fixed Income
Equities
Buyside
Derivatives
FX
Middle-Office
Back-Office

Location

Onsite

Work Type

Full-time
Hybrid

Experience Level

5 years experience

Education Level

BA/BS degree

Salary/Compensations

$91,000 - $140,500

Benefits

Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks

About the Company

Charles River focuses intently on delivering market-leading and feature-rich technology wrapped in an exceptional client service experience.
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.

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.