Wealth Management Client Partner

State Street; New Jersey; On-site; USD 80,000 - 140,000; Full time

Job summary

Charles River Client Managers are focused on wealth management clients, ensuring satisfaction, retention, and growth through effective delivery of IMS projects, support and services. You will advocate for clients and act as a trusted advisor while partnering with client senior leaders to align with strategy.

You will influence internal and client decision-makers, leveraging organizational and interpersonal strengths to deliver exceptional client service and advance CRD goals.

Qualifications

• BA/BS degree in Finance, Technology or relevant discipline.
• 7 years’ experience within Financial Services / Software industry, preferably Wealth Management and in Relationship Management or similar role.
• Strong communication and presentation skills, verbal and written.
• Ability to build relationships with senior client personnel and decision-makers.
• Strong analytical and problem-solving capabilities.

Responsibilities

• Actively manage a book of Charles River IMS accounts with high-touch engagement including onsite visits and executive engagements.
• Develop relationships with senior client personnel to understand client strategy and CRD alignment.
• Maintain knowledge of Charles River IMS products, upgrades and wealth management offerings.
• Communicate and collaborate with internal client account teams and wealth management units.
• Establish long-term strategic objectives for each client and measure against account plans.
• Proactively resolve client issues, ensure project delivery and respond to information requests.
• Support Sales in identifying revenue opportunities including modules and services.
• Stay informed on wealth management market trends relevant to CRD and the client base.

Skills

Strong communication

Relationship building

Analytical thinking

Problem-solving

Multi-tasking

Organizational skills

Self-motivation

Travel flexibility

Education

BA/BS degree in Finance or Tech

Job description

Charles River Client Managers are focused on wealth management clients, ensuring satisfaction, retention, and growth through effective delivery of IMS projects, support and services. You will advocate for clients and act as a trusted advisor while partnering with client senior leaders to align with strategy.

You will influence internal and client decision-makers, leveraging organizational and interpersonal strengths to deliver exceptional client service and advance CRD goals.