Senior Relationship Manager, Wealth Management-Software

State Street Corporation; United States; On-site; USD 110,000 - 189,000; Full time

Benefits offered by this job

401K with company match

Insurance coverage

Paid time off

Employee Assistance Program

Incentive compensation

Tax-advantaged savings plans

Job summary

State Street Corporation is hiring for a senior client engagement role within Charles River Development. The position focuses on delivering high-touch service, aligning product capabilities with client strategy, and managing relationships with senior client personnel across wealth management units.

The role demands strong communication, travel, and market awareness to drive account success. You will collaborate with internal teams, support project delivery, and pursue revenue opportunities

Qualifications

• BA/BS degree in Finance, Technology or relevant discipline.
• 10–15 years’ experience within the Financial Services / Software industry preferred.
• Wealth Management experience and in Relationship Management or similar roles.
• Strong communication and presentation skills, ability to articulate issues and resolutions.

Responsibilities

• Maintain a high-touch engagement model with clients, including onsite visits and executive engagements.
• Develop relationships with senior client personnel to align CRD offerings with client strategy.
• Maintain understanding of Charles River IMS, wealth management products and upgrades.
• Communicate and collaborate with internal client account teams and wealth management units.
• Establish long-term objectives for each client and measure success against account plans.
• Proactively resolve client issues and support project delivery and information requests.
• Assist Sales to identify revenue opportunities including modules and services.
• Stay aware of wealth management market trends relevant to CRD and client base.

Skills

Strong communication

Presentation skills

Relationship management

Analytical thinking

Travel readiness

Client engagement

Education

BA/BS degree in Finance or Technology

Tools

Charles River IMS

Job description

Work locations we can hire in: Boston MA, Burlington MA, Clifton NJ, Princeton NJ, and Berwyn PA Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience.

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
• 10-15 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

Salary Range: $110,000 - $188,750 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)
• eligibility for certain tax advantaged savings plans

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 the 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.

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.

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.

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.

State Street is an equal opportunity and affirmative action employer.

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