Wealth Management Client Manager – IMS Solutions

Charles River Development; Burlington (MA); On-site; USD 80,000 - 140,000; Full time

Job summary

Charles River Development is seeking a Client Manager to lead high-touch engagements with Wealth Management clients, ensuring satisfaction, retention, and growth through strategic alignment and trusted advisory services.

You will collaborate with client senior leaders and internal teams to deliver CRD IMS projects, support, and services while advancing client strategies and value realization.

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 foster strong relationships across client organizations, with senior managers and key decision makers in large and small firms, including good personal and working relationships with end users.
• Strong analytical and problem-solving skills.
• Ability to multi-task and successfully manage simultaneous priorities.
• Proven organizational skills with attention to detail.
• Self-motivated with the ability to operate independently and as a member of a team.
• Ability to travel to client sites 20% - 40% per calendar 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 gain understanding of client strategy and CRD’s alignment to achieving their strategy.
• Sustaining a strong understanding of the Charles River IMS and current wealth management product offerings and upgrades.
• Maintaining frequent communication with internal client account teams and wealth management business units.
• Establishing long-term, strategic objectives for each client and measuring success against account plan goals.
• Proactively ensuring effective client issue resolution, project delivery, and information requests collaboration with other CRD teams.
• Assisting the internal Sales team to identify revenue opportunities including additional modules and services.
• Maintaining awareness of wealth management market trends relevant to CRD and client base.

Skills

Relationship management

Communication

Presentation skills

Analytical thinking

Multi-tasking

Travel readiness

Education

BA/BS in Finance or Technology or relevant discipline

Job description

Charles River Development is seeking a Client Manager to lead high-touch engagements with Wealth Management clients, ensuring satisfaction, retention, and growth through strategic alignment and trusted advisory services.

You will collaborate with client senior leaders and internal teams to deliver CRD IMS projects, support, and services while advancing client strategies and value realization.