Client Manager - Investment Software, AVP - Charles River Development

STATE STREET CORPORATION; New York (NY); On-site; USD 90,000 - 157,500; Full time

Benefits offered by this job

401K with company match

Medical insurance

Dental insurance

Vision insurance

Long-term disability

Paid time off

Employee Assistance Program

Performance-based awards

Job summary

STATE STREET CORPORATION is seeking a Client Manager for Investment Software (AVP) in New York, NY. You will manage a book of Charles River IMS accounts, ensuring client satisfaction, retention, and growth through strategic alignment and trusted advisory services.

You will lead onsite engagements, build senior-level relationships, coordinate cross-functional teams, and identify revenue opportunities while staying current on market trends in Asset Management, Front-Office, and related disciplines.

Qualifications

• 5 years experience within the Financial Services / Software industry.
• Strong communication and presentation skills including the ability to articulate issues, options and resolutions.
• Ability to travel to client sites 20% – 40% per calendar year.

Responsibilities

• Actively manage a book of Charles River IMS accounts with high-touch engagement, onsite visits, status calls and executive engagements.
• Develop relationships with senior client personnel to understand client strategy and CRD alignment.
• Maintain communication with internal account teams and Alpha business units to ensure delivery and client satisfaction.
• Identify and foster revenue opportunities including additional modules and services.
• Stay informed on investment management market trends relevant to CRD and its client base.

Skills

Front-Office knowledge

Client relationship management

Presentation skills

Analytical thinking

Multi-tasking

Education

Bachelor's degree in Finance/Technology or relevant discipline

Job description

## Client Manager - Investment Software, AVP - Charles River DevelopmentApplylocations: New York, New York: CR1 - 700 Districttime type: Full timeposted on: Posted Todaytime left to apply: End Date: September 25, 2026 (30+ days left to apply)job requisition id: R-787803**Work locations: Burlington MA, Boston MA, Stamford CT, Clifton NJ****(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**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.* 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 AnnualThe 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**.*