Senior Wealth Management Client Manager - Software

State Street; Stamford (CT); On-site; USD 110,000 - 189,000; Full time

Job summary

State Street is seeking a Senior Client Manager focused on wealth management to ensure client satisfaction, retention, and growth by delivering Charles River IMS projects, support and services while aligning with client strategies.

You will work with client senior leaders and internal teams to foster long-term partnerships, manage engagement plans, and stay informed about market trends and CRD capabilities.

Qualifications

• BA/BS degree in Finance, Technology or relevant discipline.
• 10-15 years’ experience within Financial Services / Software, wealth management preferred.
• Strong communication and presentation skills.
• 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

Relationship management

Communication skills

Analytical skills

Presentation skills

Organizational skills

Travel readiness

Education

BA/BS in Finance/Technology or related

Job description

State Street is seeking a Senior Client Manager focused on wealth management to ensure client satisfaction, retention, and growth by delivering Charles River IMS projects, support and services while aligning with client strategies.

You will work with client senior leaders and internal teams to foster long-term partnerships, manage engagement plans, and stay informed about market trends and CRD capabilities.