Senior Client Manager

State Street; Toronto; On-site; CAD 90,000 - 150,000; Full time

Job summary

State Street is seeking a Senior Client Manager to drive client satisfaction, retention and growth by delivering Charles River IMS projects, support and services. You will work closely with client senior leaders to ensure strategic alignment and long-term partnerships.

You will also influence both internal and client leaders, leveraging organizational and interpersonal skills to ensure exceptional client service and business outcomes.

Qualifications

• BA/BS degree in Finance, Technology or relevant discipline.
• 15 years’ experience in Financial Services / Software industry.
• Preferred experience in Relationship Management or Professional Services or similar role.

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 understand client strategy and CRD’s alignment to achieving it
• Maintaining a strong understanding of the Charles River IMS and current functionality, offerings and upgrades
• Maintaining frequent communication and collaboration with internal client account teams and business units
• Establishing long-term, strategic objectives for each client and measuring success against account plans
• Maintaining awareness of market and industry trends and news relevant to CRD and client base
• Proactively ensuring effective client issue resolution, project delivery, and response to information requests
• Assisting the internal Sales team to identify and foster revenue opportunities including additional modules and services

Skills

Communication skills

Relationship building

Analytical skills

Multitasking

Organizational skills

Self-motivation

Education

BA/BS degree in Finance, Technology or relevant discipline

Job description

Who We Are Looking For

Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As a Senior Client Manager, 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. Senior 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.

Why this role is important to us

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 experiences, while advancing the goals of the organization.

What You Will Be Responsible For

Charles River 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, offerings and upgrades
• Maintaining frequent communication and collaboration with internal client account teams and business units
• Establishing long-term, strategic objectives for each client and measure success against account plan goals
• Maintaining awareness of market and industry trends and news relevant to CRD and client base
• 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

What We Value

• Demonstrable strong communication and presentation skills including the ability to articulate and 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, including strong project management skills
• Self‑motivated with the ability to operate independently and as a member of a team

Education & Preferred Qualifications

• BA/BS degree in Finance, Technology or relevant discipline
• 15 years’ experience within the Financial Services / Software industry, preferred experience in Relationship Management, Professional Services or similar functioning role

Additional Requirements

Ability to travel to client sites 20% – 40% per calendar year

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.

Equal Opportunity Employer

We consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.