Client Relationship Manager, Charles River Development, Vice President

The Alpha Client Relationship Manager is a senior client-facing role within Charles River Development (CRD) responsible for managing and growing strategic Alpha client relationships. The role serves as the primary trusted advisor and senior relationship owner for assigned clients, focusing on the adoption, value realisation, and strategic utilisation of CRD and Alpha front-office capabilities.

The position is accountable for driving client satisfaction, retention, executive engagement, and long-term partnership growth through proactive relationship management, strategic account planning, and effective coordination across Charles River Development, Alpha, and broader State Street teams.

The successful candidate will develop deep relationships with client front-office stakeholders, understand client business objectives, and ensure that CRD and Alpha solutions continue to deliver measurable business outcomes and support the client's evolving operating model.

The Alpha Client Relationship Manager operates within the Charles River Development Client Management organisation and serves as the primary relationship lead for assigned Alpha clients from a front-office technology and solutions perspective
.

The role is responsible for:

• CRD and Alpha client relationship management
• Executive stakeholder engagement
• Strategic account planning
• Client satisfaction and retention
• Front-office solution adoption and value realisation
• Commercial growth opportunities related to CRD and Alpha capabilities

While the Alpha Client Relationship Manager is accountable for the CRD and front-office relationship, the role operates as part of a broader State Street account team. The individual will work in close partnership with the State Street Client Executive, Global Relationship Manager (GRM), Global Operations Officer (GOO), and other client-facing leaders across servicing, operations, implementation, and product teams to ensure coordinated account management, executive engagement, and delivery of the overall Alpha value proposition.

The role is not responsible for traditional State Street custody, fund administration, middle-office outsourcing, or asset servicing relationship management activities
, although close partnership with those teams is required to ensure a coordinated client experience.

• Own and manage strategic Alpha client relationships from a Charles River Development and front-office solutions perspective.
• Serve as the primary relationship owner and trusted advisor for senior client front-office stakeholders.
• Establish and maintain executive-level relationships across client organisations in collaboration with Charles River Development, Alpha, and State Street stakeholders.
• Develop a thorough understanding of clients’ business strategy, operating model, priorities, and challenges.
• Act as the voice of the client within Charles River Development, Alpha product teams, and relevant State Street stakeholders.

• Deliver a high-touch CRD and Alpha engagement model through regular governance meetings, executive business reviews, onsite visits, solution roadmap discussions, and strategic planning sessions.
• Lead front-office account governance activities and ensure agreed actions are tracked through to completion.
• Facilitate productive discussions between clients and internal stakeholders to drive alignment and successful outcomes.
• Maintain regular engagement with key client sponsors, decision-makers, and executive stakeholders.

• Develop and execute CRD and Alpha account plans for assigned clients in partnership with relevant State Street stakeholders.
• Define long-term strategic objectives, success measures, growth opportunities, and risk mitigation plans.
• Monitor progress against client objectives and adjust plans as priorities evolve.
• Identify opportunities to enhance adoption of CRD and Alpha capabilities and maximise client value realisation.

• Act as the senior escalation point for issues related to CRD products, Alpha platform capabilities, front-office workflows, implementations, and strategic client outcomes.
• Coordinate cross-functional teams to drive timely issue resolution.
• Proactively identify risks to client satisfaction, retention, or delivery outcomes and implement mitigation plans.
• Ensure transparency and effective communication during service events and escalations.