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Wealth Management Client Manager – IMS Solutions
Job in
Burlington, Middlesex County, Massachusetts, 01805, USA
Listed on 2026-08-01
Listing for:
Charles River Development
Full Time
position Listed on 2026-08-01
Job specializations:
-
Management
Client Relationship Management
Job Description & How to Apply Below
Charles River Development is seeking a Client Manager to lead high-touch engagements with Wealth Management clients, ensuring satisfaction, retention, and growth through strategic alignment and trusted advisory services.
You will collaborate with client senior leaders and internal teams to deliver CRD IMS projects, support, and services while advancing client strategies and value realization.
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