Client Manager - Investment Software, AVP - Charles River Development

State Street•New York, NY

1d•Onsite

About The Position

Charles River Development is seeking a Client Manager focused on Strategic clients. This role is responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support, and services. The Client Manager will work closely with client senior leaders to ensure strategic alignment and build strong, long-term partnerships. This role serves as a liaison, advocating for clients within Charles River and acting as a trusted advisor. The Client Manager will collaborate with and influence internal and client business leaders and decision-makers, leveraging strong organizational and interpersonal skills to maintain exceptional client service and advance organizational goals.

Requirements

BA/BS degree in Finance, Technology, or relevant discipline.
5 years of experience within the Financial Services / Software industry.
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.
Solid Front-Office - solid depth in trading workflows.

Nice To Haves

Preferred experience in Asset Management and in Relationship Management, Business Analysis, or similar functioning role.
Ability to travel to client sites 20% – 40% per calendar year.

Responsibilities

Actively manage a book of Charles River IMS accounts.
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 a strong understanding of the Charles River IMS and stay up-to-date with current functionality.
Maintain frequent communication and collaboration with internal client account teams and Alpha business units.
Establish long-term, strategic objectives for each client and measure success against account plan goals.
Proactively ensure effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams.
Assist the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training, or services.
Maintain awareness of the investment management market and industry trends and news relevant to CRD and the client base.

Benefits

Our retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to our Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards
Eligibility for certain tax advantaged savings plans
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks