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About the Role
The Relationship Management team serves as a trusted advisor and direct point of contact for clients, advocating for them within Charles River. This role will have significant account ownership, client exposure, and internal collaboration with Sales, Operations, and Product Management.
Responsibilities
- Manage a portfolio of existing clients in partnership with the relationship managing director.
- Serve as the primary point of contact for front-office stakeholders.
- Build strong, long-term relationships with client stakeholders based on trust and value.
- Develop a deep understanding of clients’ investment workflows, operating models, and strategic priorities.
- Ensure consistent delivery of high-quality service and timely resolution of client issues.
- Manage key CRD initiatives on behalf of the clients.
- Work with cross-functional teams across CRD to ensure high-quality delivery outcomes across BAU and change initiatives.
- Communicate clearly and consistently with clients and internal stakeholders on project status, risks, and dependencies.
- Assist the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training, or services.
- Maintain awareness of market and industry trends and news relevant to CRD and client base.
- Sustain a strong understanding of the Charles River IMS and keep up-to-date with current offerings and upgrades.
- Perform hands-on project management activity for client-led initiatives.
- Coordinate across CRD product, implementation, technology, and State Street service teams to deliver strong client outcomes.
Requirements
- 3-5 years of experience in relationship management, client coverage, delivery, or product roles within financial services or fintech.
- Working knowledge of Charles River Development (CR IMS) or similar front-office investment management platforms (OMS, EMS, compliance, IBOR).
- Ability to foster relationships across client organizations, with decision makers.
- Demonstrated experience of client-facing projects, including implementations or change initiatives.
- Experience working with asset managers.
- Commercial awareness with experience supporting revenue growth and client negotiations.
- Proficiency in Microsoft Office (including Excel and PowerPoint) and other similar tools (e.g. PowerBI).
- Ability to travel to client sites 20%-40% per calendar year.
- Self-motivated with the ability to operate independently and as a member of a team.
- Strong analytical and problem-solving skills.
- Ability to multi-task and successfully manage simultaneous priorities.
- Proven organizational skills with attention to detail.
- Client relationship and stakeholder management skills.
- Ability to manage multiple workstreams, timelines, and stakeholders concurrently.
- Excellent communication, presentation, and issue-resolution capabilities.
- Structured, delivery-focused mindset with strong attention to detail.
- Sound judgment, risk awareness, and ownership mentality.
- Comfortable operating in a client-facing, delivery-driven environment.
Skills
- Relationship management
- Client coverage
- Delivery
- Product roles
- Financial services
- Fintech
- Charles River Development (CR IMS)
- Front-office investment management platforms (OMS, EMS, compliance, IBOR)
- Client-facing projects
- Implementations
- Change initiatives
- Asset management
- Commercial awareness
- Revenue growth support
- Client negotiations
- Microsoft Office (Excel, PowerPoint)
- PowerBI
- Analytical skills
- Problem-solving skills
- Multi-tasking
- Organizational skills
- Attention to detail
- Stakeholder management
- Communication
- Presentation
- Issue resolution
- Delivery-focused mindset
- Judgment
- Risk awareness
- Ownership mentality
Location
- Client sites (travel required)
Work Type
- Full-time
- Hybrid
Experience Level
- Associate
Education Level
- Bachelor's degree required
- Project management certification (PMP, Prince2, Agile) a plus
Benefits
- Competitive and comprehensive benefits packages
- Generous medical care
- Insurance
- Savings plans
- Flexible Work Program
- Development programs
- Educational support
- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Matching gift program
- Access to employee networks
About the Company
- State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world.
- We are making our mark on the financial services industry through technology and product innovation.
- For over two centuries, we have been helping clients safeguard and steward investments.
- We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
- We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.
Equal Opportunity
- State Street is an equal opportunity and affirmative action employer.
- 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.