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About the Role
As the Senior Client Manager focused on Wealth Management 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 strong, long-term partnerships, acting as both an advocate for clients within Charles River and a trusted advisor.
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 to achieving their strategy.
- Maintain a strong understanding of Charles River IMS, keeping up-to-date with current functionality, wealth management product offerings, and upgrades.
- Communicate and collaborate frequently with internal client account teams and wealth management 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, response to information requests, and collaboration with other CRD teams.
- Assist the internal Sales team in identifying and fostering revenue opportunities, including additional application modules, services, training, or services.
- Maintain awareness of wealth management market and industry trends and news relevant to CRD and the client base.
Requirements
- BA/BS degree in Finance, Technology, or a relevant discipline.
- 10-15 years of experience within the Financial Services / Software industry.
- Preferred experience in Wealth 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 in large and small firms, including good personal and working relationships with end users.
- 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.
- Ability to travel to client sites 20% – 40% per calendar year.
Skills
- Relationship Management
- Business Analysis
- Communication
- Presentation
- Analytical
- Problem-solving
- Organizational
- Attention to detail
- Interpersonal skills
Location
- Boston MA
- Burlington MA
- Clifton NJ
- Princeton NJ
- Berwyn PA
Work Type
- Onsite
- Travel
Experience Level
- Senior
- 10-15 years
Education Level
- BA/BS degree
Salary/Compensations
- $110,000 - $188,750 Annual
Benefits
- Competitive and comprehensive benefits packages.
- Generous medical care, insurance, and savings plans.
- Flexible Work Program.
- Development programs and educational support.
- 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.
- Paid volunteer days.
- Matching gift program.
- Access to employee networks.
About the Company
- Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience.
- State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world.
- For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people.
- We provide investment servicing, data & analytics, investments research & trading and investment management to institutional clients.
- We make all efforts to create a great work environment.
- We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.
- Join us in shaping the future.
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.
- 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.