Client Manager - Wealth Management Investment Software, AVP - Charles River Development

Charles River Development; Clifton (NJ); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

401K with company match

Medical, dental, vision

Paid time off

Employee Assistance Program

Performance-based incentives

Tax-advantaged savings plans

Job summary

Charles River Development seeks a Client Manager focused on Wealth Management to drive client satisfaction, retention and growth by delivering effective Charles River IMS projects, support and services while aligning with client senior leaders.

You will influence both internal and client teams, leveraging strong organizational and interpersonal skills to sustain relationships, identify revenue opportunities, and ensure strategic collaboration across CRD’s wealth-management portfolio, with travel

Qualifications

• Bachelor's degree in Finance, Technology or relevant discipline.
• 7 years’ experience within the Financial Services / Software industry, preferred experience Wealth 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.

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, wealth management product offerings and upgrades.
• Maintaining frequent communication and collaboration with internal client account teams and wealth management 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 wealth management market and industry trends and news relevant to CRD and client base.

Skills

Communication skills

Relationship management

Analytical thinking

Problem solving

Multi-tasking

Organizational skills

Self-motivation

Travel readiness

Education

Bachelor's degree in Finance, Technology or relevant discipline

Job description

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 Wealth Management 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, wealth management product offerings and upgrades
• Maintaining frequent communication and collaboration with internal client account teams and wealth management 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 wealth management market and industry trends and news relevant to CRD and client base

Qualifications

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

About State Street

State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investments research & trading and investment management to institutional clients.

Work, Live and Grow: We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity, and Social Responsibility: We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

(Company: Charles River)

Discover more at www.StateStreet.com/careers

Salary Range

$80,000 - $140,000 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.

• 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)
• 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.

Discover more information on jobs at StateStreet.com/careers

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Job Application Disclosure

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-786050