Senior Wealth Management Solutions Partner

State Street; Burlington (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

State Street is seeking a Senior Client Manager focused on Wealth Management clients to drive satisfaction, retention, and growth by ensuring effective delivery of projects, support and services while aligning with client leadership. You will partner with client senior leaders to ensure strategic alignment and long-term partnerships.

You will collaborate with internal teams and client executives to advance goals, maintain high-quality service, and uncover revenue opportunities through additional

Qualifications

• BA/BS degree in Finance, Technology or relevant discipline.
• Demonstrable strong communication and presentation skills including the ability to articulate or present issues, options and resolutions verbally and in writing.
• 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

Client engagement

Communication skills

Travel ability

Education

BA/BS in Finance or Tech

Job description

State Street is seeking a Senior Client Manager focused on Wealth Management clients to drive satisfaction, retention, and growth by ensuring effective delivery of projects, support and services while aligning with client leadership. You will partner with client senior leaders to ensure strategic alignment and long-term partnerships.

You will collaborate with internal teams and client executives to advance goals, maintain high-quality service, and uncover revenue opportunities through additional