Client Manager - Investment Management Investment Software, AVP - Charles River Development

State Street•Clifton, NJ

About The Position

The Client Manager for Wealth Management clients is responsible for client satisfaction, retention, and growth by ensuring effective delivery of Charles River IMS projects, support, and services. The role works with senior client leaders to maintain strategic alignment and strong long-term partnerships. Client Managers advocate for clients within Charles River while serving as trusted advisors and direct points of contact, influencing internal and client business leaders and decision makers. The position is based in one of the listed work locations: Boston, Burlington, Clifton, Princeton, or Berwyn.

Requirements

Bachelor’s degree in Finance, Technology, or a relevant discipline.
Seven years of experience within the financial services or software industry.
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, including with senior managers, key decision makers, and end users at firms of varying sizes.
Strong analytical and problem-solving skills.
Ability to multitask and successfully manage simultaneous priorities.
Proven organizational skills and 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.

Nice To Haves

Preferred experience in wealth management and in relationship management, business analysis, or a similar role.

Responsibilities

Actively manage a book of Charles River IMS accounts.
Maintain high-touch client engagement, including regular onsite visits, project status calls, and executive engagements.
Develop relationships with senior client personnel to understand client strategy and how Charles River Development aligns with it.
Maintain a strong understanding of Charles River IMS, current functionality, wealth management product offerings, and upgrades.
Communicate and collaborate frequently with internal client account teams and wealth management business units.
Establish long-term strategic objectives for each client and measure progress against account plan goals.
Proactively ensure effective client issue resolution, project delivery, responses to information requests, and collaboration with other Charles River Development teams.
Assist the internal Sales team in identifying and fostering revenue opportunities, including additional application modules, services, and training.
Stay aware of wealth management market and industry trends and news relevant to Charles River Development and its clients.

Benefits

Retirement savings plan (401(k)) with company match.
Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages.
Paid time off including vacation, sick leave, short-term disability, and leave for family care responsibilities.
Access to an Employee Assistance Program.
Incentive compensation, including eligibility for annual performance-based awards, subject to exclusions and applicable sales incentive plans.
Eligibility for certain tax-advantaged savings plans.
Flexible Work Program and work-life support.
Development programs and educational support.
Paid volunteer days.
Matching gift program.
Employee networks.