Client Manager, AVP Investment Trading Software - Charles River Development

Charles River Development; Sacramento (CA); On-site; USD 90,000 - 158,000; Full time

Job summary

Charles River Development is seeking a Client Manager focused on strategic clients, with solid Front-Office experience and deep trading workflows knowledge. You will ensure client satisfaction, retention, and growth by delivering Charles River IMS projects, support and services while partnering with client senior leaders to align strategic goals.

You will collaborate with internal teams, influence client decisions, and drive revenue opportunities while maintaining strong client relationships and

Qualifications

• BA/BS degree in Finance, Technology or relevant discipline.
• 5 years experience in Financial Services/Software industry, preferably Asset Management and in Relationship Management or similar.
• Strong communication and presentation skills, verbal and written.
• Ability to foster relationships with senior decision makers across client organizations.
• Strong analytical and problem-solving skills.
• Ability to multi-task and manage simultaneous priorities.
• Proven organizational skills with attention to detail.
• Willingness to travel 20% - 40% per year.

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
• Sustaining a strong understanding of the Charles River IMS and staying current with functionality
• Maintaining frequent communication with internal client account teams and Alpha business units
• Establishing long-term strategic objectives for each client and measuring success against account plan goals
• Proactively solving client issues, ensuring project delivery, and responding to information requests
• Assisting Sales to identify revenue opportunities including additional modules and services
• Maintaining awareness of investment management market trends relevant to CRD and clients

Skills

Finance degree

Relationship management

Communication skills

Analytical thinking

Multi-tasking

Travel 20-40%

Education

BA/BS degree

Job description

Work locations are: Irvine CA and or Sacramento CA

(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.

As a 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 experience, while advancing the goals of the organization.

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

$90,000 - $157,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

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.

As an 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.

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Job ID: R-787835