Wealth Management Client Success Lead for Investment Software

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

Benefits offered by this job

401K with company match

Medical, dental, vision

Paid time off

Employee Assistance Program

Performance-based incentives

Tax-advantaged savings plans

Job summary

Charles River Development seeks a Client Manager focused on Wealth Management to drive client satisfaction, retention and growth by delivering effective Charles River IMS projects, support and services while aligning with client senior leaders.

You will influence both internal and client teams, leveraging strong organizational and interpersonal skills to sustain relationships, identify revenue opportunities, and ensure strategic collaboration across CRD’s wealth-management portfolio, with travel

Qualifications

• Bachelor's 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 keeping up-to-date with current functionality, wealth management product offerings and upgrades.
• Maintaining frequent communication and collaboration with internal client account teams and wealth management business units.
• Establishing long-term, strategic objectives for each client and measure success against account plan goals.
• Proactively ensuring effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams.
• Assisting the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or services.
• Maintaining awareness of the wealth management market and industry trends and news relevant to CRD and client base.

Skills

Communication skills

Relationship management

Analytical thinking

Problem solving

Multi-tasking

Organizational skills

Self-motivation

Travel readiness

Education

Bachelor's degree in Finance, Technology or relevant discipline

Job description

Charles River Development seeks a Client Manager focused on Wealth Management to drive client satisfaction, retention and growth by delivering effective Charles River IMS projects, support and services while aligning with client senior leaders.

You will influence both internal and client teams, leveraging strong organizational and interpersonal skills to sustain relationships, identify revenue opportunities, and ensure strategic collaboration across CRD’s wealth-management portfolio, with travel