Client Manager / Front-Office Trading - Charles River Development - AVP

$90,000 - $142,500/Yr

State Street Corporation - Burlington, MA

Full-time - Mid Level

Burlington, MA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As a Client Manager at Charles River, you will focus on strategic clients to ensure their satisfaction, retention, and growth. This role involves advocating for clients within the organization and serving as a trusted advisor, working closely with client senior leaders to align strategies and foster long-term partnerships. You will manage a portfolio of accounts, ensuring effective delivery of projects and services while maintaining strong communication and collaboration with both clients and internal teams.

Responsibilities

• Manage a book of Charles River IMS accounts with a high touch engagement model.
• Develop relationships with senior client personnel to understand client strategy and alignment with CRD.
• Maintain a strong understanding of Charles River IMS and current product offerings.
• Communicate frequently with internal account teams and wealth management business units.
• Establish long-term strategic objectives for each client and measure success against account goals.
• Proactively resolve client issues and ensure effective project delivery.
• Assist the internal Sales team in identifying revenue opportunities.
• Stay informed about investment management market trends relevant to clients.

Requirements

• BA/BS degree in Finance, Technology or relevant discipline.
• 7 years' experience in the Financial Services/Software industry, preferably in Asset Management and Relationship Management.
• Strong communication and presentation skills, both verbal and written.
• Ability to foster relationships with senior managers and decision makers.
• Strong analytical and problem-solving skills.
• Ability to multi-task and manage simultaneous priorities.
• Proven organizational skills with attention to detail.
• Self-motivated and able to operate independently and as part of a team.
• Willingness to travel to client sites 20% - 40% per year.

Benefits

• Generous medical care and insurance plans.
• Savings plans.
• Flexible Work Program.
• Development programs and educational support.
• Paid volunteer days.
• Matching gift program.