Strategic Client Manager, Front-Office Trading

Charles River Development; Sacramento (CA); On-site; USD 90,000 - 158,000; Full time

Job summary

Charles River Development is seeking a Client Manager focused on strategic clients, with solid Front-Office experience and deep trading workflows knowledge. You will ensure client satisfaction, retention, and growth by delivering Charles River IMS projects, support and services while partnering with client senior leaders to align strategic goals.

You will collaborate with internal teams, influence client decisions, and drive revenue opportunities while maintaining strong client relationships and

Qualifications

• BA/BS degree in Finance, Technology or relevant discipline.
• 5 years experience in Financial Services/Software industry, preferably Asset Management and in Relationship Management or similar.
• Strong communication and presentation skills, verbal and written.
• Ability to foster relationships with senior decision makers across client organizations.
• Strong analytical and problem-solving skills.
• Ability to multi-task and manage simultaneous priorities.
• Proven organizational skills with attention to detail.
• Willingness to travel 20% - 40% per 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 understand client strategy and CRD's alignment to achieving it
• Sustaining a strong understanding of the Charles River IMS and staying current with functionality
• Maintaining frequent communication with internal client account teams and Alpha business units
• Establishing long-term strategic objectives for each client and measuring success against account plan goals
• Proactively solving client issues, ensuring project delivery, and responding to information requests
• Assisting Sales to identify revenue opportunities including additional modules and services
• Maintaining awareness of investment management market trends relevant to CRD and clients

Skills

Finance degree

Relationship management

Communication skills

Analytical thinking

Multi-tasking

Travel 20-40%

Education

BA/BS degree

Job description

Charles River Development is seeking a Client Manager focused on strategic clients, with solid Front-Office experience and deep trading workflows knowledge. You will ensure client satisfaction, retention, and growth by delivering Charles River IMS projects, support and services while partnering with client senior leaders to align strategic goals.

You will collaborate with internal teams, influence client decisions, and drive revenue opportunities while maintaining strong client relationships and