Senior Wealth Tech Relationship Manager

State Street; Berwyn (PA); Híbrido; USD 110 000 - 189 000; Tempo integral

Resumo da oferta

State Street is seeking a Senior Client Manager focused on Wealth Management clients for CRD IMS projects and services. You will drive client satisfaction, retention and growth by ensuring effective delivery while partnering with client senior leaders to align with strategic goals.

You will work with internal and client leaders to maintain strong partnerships, manage programs, and identify opportunities across services and modules. Travel 20–40% annually is expected.

Qualificações

• BA/BS degree in Finance, Technology or related discipline.
• 10-15 years’ experience in Financial Services / Software, wealth management preferred.
• Strong communication and presentation skills, verbal and written.
• Ability to foster relationships with senior client personnel and decision makers.

Responsabilidades

• Maintain a high-touch engagement with clients through onsite visits, status calls and executive engagements.
• Develop relationships with senior client personnel to align CRD’s offerings with client strategy.
• Stay current on Charles River IMS functionality and wealth management product offerings and upgrades.
• Coordinate with internal client account teams and wealth management business units to deliver impact.
• Establish long-term strategic objectives for each client and measure success against plans.
• Identify and foster revenue opportunities with the Sales team for additional modules and services.
• Monitor wealth management market trends relevant to CRD and client base.

Conhecimentos

Relationship management

Communication skills

Presentation skills

Analytical thinking

Problem solving

Multi-tasking

Organizational skills

Travel readiness

Formação académica

BA/BS in Finance or related

Descrição da oferta de emprego

State Street is seeking a Senior Client Manager focused on Wealth Management clients for CRD IMS projects and services. You will drive client satisfaction, retention and growth by ensuring effective delivery while partnering with client senior leaders to align with strategic goals.

You will work with internal and client leaders to maintain strong partnerships, manage programs, and identify opportunities across services and modules. Travel 20–40% annually is expected.