Senior Wealth Tech Relationship Manager

State Street; New York (NY); On-site; USD 110,000 - 189,000; Full time

Benefits offered by this job

Competitive benefits

Flexible work program

Educational support

Job summary

Charles River is seeking a Senior Client Manager focused on Wealth Management clients to drive satisfaction, retention and growth by delivering the full spectrum of CRD services, projects, and support. You will partner with client senior leaders to align on strategy and ensure long-term partnerships.

You will influence internal teams and client executives, leveraging relationship management, communication and organizational skills to maintain a high-touch service model and advance client goals

Qualifications

• BA/BS degree in Finance, Technology or relevant discipline.
• 10-15 years experience in Financial Services / Software, preferably Wealth Management and in Relationship Management or similar role.
• Demonstrable strong communication and presentation skills.
• Ability to travel to client sites 20%–40% per year.
• Ability to foster strong relationships across client organizations, with senior managers and key decision makers.

Responsibilities

• Ensure high touch engagement with clients, including onsite visits and executive engagements.
• Develop relationships with senior client personnel to align CRD with client strategy.
• Sustain understanding of Charles River IMS and wealth management product offerings.
• Maintain frequent communication and collaboration with internal client account teams and wealth management units.
• Establish long-term strategic objectives for each client and measure success against account plan goals.
• Proactively resolve client issues, ensure project delivery, respond to information requests, and collaborate with CRD teams.
• Assist Sales in identifying revenue opportunities including additional modules and services.
• Maintain awareness of wealth management market trends relevant to CRD and clients.

Skills

Communication skills

Relationship management

Analytical skills

Travel 20-40%

Independent work

Multi-tasking

Organizational skills

Presentation skills

Education

BA/BS in Finance or related

Tools

Charles River IMS

Job description

Charles River is seeking a Senior Client Manager focused on Wealth Management clients to drive satisfaction, retention and growth by delivering the full spectrum of CRD services, projects, and support. You will partner with client senior leaders to align on strategy and ensure long-term partnerships.

You will influence internal teams and client executives, leveraging relationship management, communication and organizational skills to maintain a high-touch service model and advance client goals