Strategic Wealth Management Client Partner

State Street; Burlington (MA); On-site; USD 90,000 - 158,000; Full time

Job summary

Charles River is hiring a Client Manager to oversee Wealth Management accounts, driving satisfaction, retention, and growth by delivering effective IMS projects and services. You will partner with client leaders to ensure alignment with strategic goals and provide trusted guidance.

You will collaborate with internal teams, maintain awareness of IMS capabilities and market trends, and travel to client sites 20%–40% annually to sustain executive-level relationships and service excellence.

Qualifications

• BA/BS degree in Finance, Technology or relevant discipline.
• 7 years’ experience within the Financial Services / Software industry, preferred experience Wealth Management and in Relationship Management, Business Analysis or similar functioning role
• Demonstrable strong communication and presentation skills including the ability to articulate or present issues, options and resolutions verbally and in writing
• Ability to travel to client sites 20% - 40% per calendar year

Responsibilities

• Act as Client Manager to manage a book of Charles River IMS accounts with high-touch engagement and regular onsite visits
• Develop relationships with senior client personnel to align CRD offerings with client strategy
• Maintain understanding of Charles River IMS, current functionality and wealth management products
• Communicate and collaborate with internal client account teams and wealth management units
• Set long-term strategic objectives for each client and measure progress against account plans
• Ensure timely issue resolution, project delivery and information requests coordination
• Assist Sales to identify revenue opportunities including modules and services, training or services
• Maintain awareness of wealth management market trends relevant to CRD and clients

Skills

BA/BS degree

7 years' experience

Strong communication

Travel 20-40%

Education

BA/BS degree in Finance, Technology or relevant discipline

Job description

Charles River is hiring a Client Manager to oversee Wealth Management accounts, driving satisfaction, retention, and growth by delivering effective IMS projects and services. You will partner with client leaders to ensure alignment with strategic goals and provide trusted guidance.

You will collaborate with internal teams, maintain awareness of IMS capabilities and market trends, and travel to client sites 20%–40% annually to sustain executive-level relationships and service excellence.