MD, Head of Sales Americas, Charles River Development
Listed on 2026-07-01
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Management
Client Relationship Manager -
Business
Client Relationship Manager
Head Of Sales, Americas
Charles River Development (CRD), a State Street company, is a leading provider of investment management software and services to the global financial industry. The Charles River Investment Management Solution (Charles River IMS) helps institutional investors streamline front- and middle-office operations across the investment lifecycle — from portfolio construction and order management to compliance monitoring and reporting.
As part of State Street Corporation, one of the world's leading providers of financial services to institutional investors, CRD serves more than 600 clients worldwide, including asset managers, wealth managers, insurance companies, pension funds, sovereign wealth funds, and alternative asset managers. Our solutions are delivered through a cloud-native SaaS platform and as part of State Street Alpha — a front-to-back-to-custody operating model designed to help institutions manage their investment operations more effectively.
Headquartered in Burlington, Massachusetts, with offices across North America, Europe, and Asia-Pacific, CRD is helping drive change in how the investment management industry operates — with greater use of data, AI, and support for a broader range of asset classes.
The Head of Sales, Americas is a critical leadership role responsible for expanding CRD's presence in the region, deepening senior client relationships, and driving sustained commercial growth in a competitive and evolving market.
As investment managers continue to consolidate technology platforms and modernize operating models, State Street Alpha and the broader CRD solution set are well positioned to meet those needs. This executive will be expected to build and lead a high-performing regional sales organization, deliver against ambitious growth objectives, and serve as a senior sponsor for a number of the firm's most strategic client and prospect relationships.
Commercial Performance & Revenue Leadership
- Own and deliver annual bookings and revenue objectives across the Americas, including new business acquisition, client expansion, and pipeline growth.
Sales Organization Leadership & Talent Development
- Lead, coach, and develop a high-performing team of regional sales leaders, enterprise account executives, and business development professionals across the Americas.
Go-to-Market Strategy & Market Expansion
- Shape and execute the regional go-to-market strategy across CRD's core client segments, including institutional asset managers, wealth managers, asset owners, insurers, private markets GPs, hedge funds, and alternative asset managers.
Executive Client Engagement & Strategic Pursuits
- Serve as the senior executive relationship owner for CRD's most complex and strategically important client and prospect engagements across the Americas. Represent CRD externally at select industry forums and conferences as a senior voice on market trends and industry change.
Cross-Functional Alignment & Commercial Enablement
- Partner closely with leaders across Product Management, Marketing, Client Management, Professional Services, and the Alpha Platform team to align commercial priorities with product direction, client needs, and delivery readiness.
Champion the adoption of AI-enabled selling
- Support the use of tools, digital engagement capabilities, and data-driven sales practices as part of how the regional team operates.
Operational Excellence & Sales Discipline
- Establish and reinforce a consistent sales process including structured discovery, solution qualification, executive engagement, forecasting discipline, and deal governance.
These qualities will help you succeed in this role and at Charles River Development:
- Executive presence and credibility — a leader who can engage confidently at the most senior levels, both internally and with clients.
- Deep industry knowledge and consultative instincts — a leader who understands the investment management landscape and can engage clients as a trusted advisor.
- Operational discipline and data literacy — someone who makes decisions grounded in pipeline data, market analysis, and commercial metrics.
- A collaborative style — the ability to work…
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