Senior Wealth Tech Client Partner

State Street; Clifton (NJ); On-site; USD 110,000 - 189,000; Full time

Job summary

State Street is seeking a Senior Client Manager focused on Wealth Management clients. You will be responsible for client satisfaction, retention, and growth by ensuring effective delivery of CRD projects, support, and services while collaborating with client senior leaders for strategic alignment.

You will work with internal and client leaders to ensure exceptional service and long-term partnerships, leveraging your organization and interpersonal skills to advance CRD goals.

Qualifications

• BA/BS in Finance, Technology, or related discipline.
• 10–15 years in Financial Services/Software, wealth management experience preferred.
• Strong communication and presentation skills to articulate issues and options.

Responsibilities

• Maintain high-touch engagement with clients through onsite visits, status calls, and executive engagements.
• Build relationships with senior client personnel to understand client strategy and alignment with CRD offerings.
• Keep up-to-date with Charles River IMS functionality and wealth management products and upgrades.
• Coordinate with internal account teams and business units for ongoing client delivery and collaboration.
• Establish long-term strategic objectives for each client and measure success against account plans.

Skills

Relationship management

Communication skills

Analytical thinking

Travel willingness

Financial services knowledge

Education

BA/BS in Finance or Technology

Job description

State Street is seeking a Senior Client Manager focused on Wealth Management clients. You will be responsible for client satisfaction, retention, and growth by ensuring effective delivery of CRD projects, support, and services while collaborating with client senior leaders for strategic alignment.

You will work with internal and client leaders to ensure exceptional service and long-term partnerships, leveraging your organization and interpersonal skills to advance CRD goals.