Senior Wealth Tech Relationship Manager

State Street Corporation; United States; On-site; USD 110,000 - 189,000; Full time

Benefits offered by this job

401K with company match

Insurance coverage

Paid time off

Employee Assistance Program

Incentive compensation

Tax-advantaged savings plans

Job summary

State Street Corporation is hiring for a senior client engagement role within Charles River Development. The position focuses on delivering high-touch service, aligning product capabilities with client strategy, and managing relationships with senior client personnel across wealth management units.

The role demands strong communication, travel, and market awareness to drive account success. You will collaborate with internal teams, support project delivery, and pursue revenue opportunities

Qualifications

• BA/BS degree in Finance, Technology or relevant discipline.
• 10–15 years’ experience within the Financial Services / Software industry preferred.
• Wealth Management experience and in Relationship Management or similar roles.
• Strong communication and presentation skills, ability to articulate issues and resolutions.

Responsibilities

• Maintain a high-touch engagement model with clients, including onsite visits and executive engagements.
• Develop relationships with senior client personnel to align CRD offerings with client strategy.
• Maintain understanding of Charles River IMS, wealth management products and upgrades.
• Communicate and collaborate with internal client account teams and wealth management units.
• Establish long-term objectives for each client and measure success against account plans.
• Proactively resolve client issues and support project delivery and information requests.
• Assist Sales to identify revenue opportunities including modules and services.
• Stay aware of wealth management market trends relevant to CRD and client base.

Skills

Strong communication

Presentation skills

Relationship management

Analytical thinking

Travel readiness

Client engagement

Education

BA/BS degree in Finance or Technology

Tools

Charles River IMS

Job description

State Street Corporation is hiring for a senior client engagement role within Charles River Development. The position focuses on delivering high-touch service, aligning product capabilities with client strategy, and managing relationships with senior client personnel across wealth management units.

The role demands strong communication, travel, and market awareness to drive account success. You will collaborate with internal teams, support project delivery, and pursue revenue opportunities