Client Manager - Investment Software, AVP - Charles River Development

Charles River Development; New York (NY); On-site; USD 90,000 - 158,000; Full time

Job summary

Charles River Development seeks a Client Manager for Strategic clients to ensure satisfaction, retention and growth by delivering Charles River IMS projects, support and services. You will work with client senior leaders to maintain alignment and strong partnerships.

You will influence internal and client leaders, leverage organizational skills and excel in collaboration, communication and problem solving while traveling to client sites as needed.

Qualifications

• BA/BS degree in Finance, Technology or relevant discipline.
• 5 years experience within Financial Services / Software industry, preferred Asset Management and in Relationship Management or similar role.
• Demonstrated strong communication and presentation skills including verbal and written.
• Ability to foster relationships with senior managers and decision makers.

Responsibilities

• Ensure high touch engagement with clients including onsite visits, status calls and executive engagements.
• Develop relationships with senior client personnel to align CRD's strategy with client goals.
• Maintain understanding of Charles River IMS and current functionality.
• Collaborate with internal client account teams and Alpha business units.
• Establish long-term strategic objectives and measure against account plans.
• Proactively resolve client issues and support project delivery.
• Assist Sales to identify revenue opportunities including modules and services.
• Stay informed on investment management market trends.

Skills

Front-Office trading workflows

Relationship management

Communication skills

Travel to client sites

Education

BA/BS degree in Finance or IT

Job description

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

• 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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It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job ID: R-787803