Client Manager - Investment Trading Software, AVP - Charles River Development

Charles River Development; Toronto; On-site; CAD 91,000 - 140,500; Full time

Job summary

Charles River Development is seeking a Client Manager focused on Strategic clients. You will ensure client satisfaction, retention, and growth by guiding effective delivery of IMS projects, support, and services, while partnering with client senior leaders for strategic alignment.

You will travel to client sites (20–40%), maintain strong relationships across large and small firms, and help identify revenue opportunities through additional modules and services.

Qualifications

• BA/BS degree in Finance, Technology or relevant discipline.
• 5 years experience within Financial Services/Software, Asset Management preferred.
• Demonstrated strong communication and presentation skills.
• Ability to travel 20–40% per year to client sites.

Responsibilities

• Ensure high-touch engagement with clients, including onsite visits and executive engagements.
• Develop relationships with senior client personnel and align CRD to client strategy.
• Maintain understanding of the Charles River IMS and current functionality.
• Collaborate with internal client account teams and Alpha business units.
• Set long-term strategic objectives for each client and measure progress.
• Support revenue opportunities by working with Sales on additional modules and services.

Skills

Front-Office trading workflows

Client relationship management

Communication skills

Analytical thinking

Travel flexibility

Education

BA/BS in Finance or related

Tools

Charles River IMS

Job description

(In office presence is expected)

Candidates must possess solid Front-Office - solid depth in trading workflows. Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As the Client Manager focused on Strategic 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.

Key Responsibilities

• 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.
• Maintaining frequent communication and collaboration with internal client account teams and Alpha 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 investment management market and industry trends and news relevant to CRD and client base

Qualifications

• BA/BS degree in Finance, Technology or relevant discipline
• 5 years experience within the Financial Services / Software industry, preferred experience Asset 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

Keyword

Fixed Income, Equities, Front-Office, buyside, Derivatives, FX, Middle-Office and Back-Office

Salary Range

$91,000 - $140,500 Annual

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

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Job ID: R-789307