Senior Relationship Manager, Wealth Management-Software

Work locations we can hire in:
Boston MA, Burlington MA, Clifton NJ, Princeton NJ, and Berwyn PACharles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. 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 while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships.

Client Managers serve a dual purpose – advocating for our clients within Charles River; and serving as a trusted advisor and direct point of contact for the client.

As a Senior Client Manager, you will work closely with and influence both internal and client business leaders and decision makers.  You will leverage your sharp organizational and strong interpersonal skills to ensure Charles River continues to deliver exceptional client service experience, while advancing the goals of the organization.

Key Responsibilities Charles River Senior Client Managers are expected to actively manage a book of Charles River IMS accounts by:

Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements

Developing relationships with senior client personnel to gain understanding of client strategy and CRD’s alignment to achieving their strategy

Sustaining a strong understanding of the Charles River IMS and keeping up-to-date with current functionality, wealth management product offerings and upgrades

Maintaining frequent communication and collaboration with internal client account teams and wealth management business units

Establishing long-term, strategic objectives for each client and measure success against account plan goals

Proactively ensuring effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams

Assisting the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or services

Maintaining awareness of the wealth management market and industry trends and news relevant to CRD and client base

Qualifications BA/BS degree in Finance, Technology or relevant discipline
10-15 years’ experience within the Financial Services / Software industry, preferred experience Wealth Management and in Relationship Management, Business Analysis or 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 About State Street

What we do:

State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world.  From technology to product innovation we're making our mark on the financial services industry.  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.

Work, Live and Grow:
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