Strategic Wealth Management Client Partner

State Street; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

State Street seeks a Client Manager focused on Wealth Management clients to drive satisfaction, retention and growth by ensuring effective delivery of Charles River IMS projects, support and services while collaborating with client senior leaders for strategic alignment.

You will work with internal and client leaders to deliver exceptional client service, strengthening partnerships and advancing organizational goals. Regular onsite engagement and travel will be required.

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

• Ensure a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements.
• Develop relationships with senior client personnel to understand client strategy and CRD's alignment to achieving their strategy.
• Sustain understanding of the Charles River IMS and current wealth management product offerings and upgrades.
• Maintain frequent communication and collaboration with internal client account teams and wealth management business units.
• Establish long-term strategic objectives for each client and measure success against account plan goals.

Skills

Relationship management

Client liaison

Communication skills

Analytical thinking

Education

BA/BS degree in Finance or Technology

Job description

State Street seeks a Client Manager focused on Wealth Management clients to drive satisfaction, retention and growth by ensuring effective delivery of Charles River IMS projects, support and services while collaborating with client senior leaders for strategic alignment.

You will work with internal and client leaders to deliver exceptional client service, strengthening partnerships and advancing organizational goals. Regular onsite engagement and travel will be required.