Senior Relationship Manager, Wealth Management-Software

State Street•Berwyn, MA

About The Position

The Senior Relationship Manager will manage Wealth Management client relationships and promote client satisfaction, retention, and growth by supporting effective delivery of Charles River IMS projects, support, and services. The role partners with senior client leaders to ensure strategic alignment and build strong, long-term relationships. The client manager acts as an advocate for clients within Charles River and as a trusted advisor and direct point of contact for clients, while working with and influencing internal and client business leaders and decision makers. The position requires maintaining a strong understanding of Charles River IMS, its current functionality, Wealth Management offerings, and upgrades. It also involves coordinating with internal account teams and business units, driving resolution and project delivery, and identifying opportunities to expand revenue through additional modules, services, or training. The role includes regular client engagement and travel to client sites, estimated at 20%–40% per calendar year. Hiring locations include Boston, Burlington, Clifton, Princeton, and Berwyn. State Street describes its benefits as including retirement savings with company match, insurance coverage, paid time off, an Employee Assistance Program, incentive compensation eligibility, and tax-advantaged savings plans. The company also highlights development and educational support, flexible work-life support, paid volunteer days, a matching gift program, and employee networks.

Requirements

Bachelor’s degree in Finance, Technology, or a relevant discipline.
10–15 years of experience within the Financial Services or Software industry; Wealth Management experience is preferred, as is experience in Relationship Management, Business Analysis, or a similar function.
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 large and small firms.
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 work independently and as part of a team.
Ability to travel to client sites 20%–40% per calendar year.

Nice To Haves

Preferred experience in Wealth Management.
Preferred experience in Relationship Management, Business Analysis, or a similar function.

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 align Charles River’s work with that strategy.
Maintain a strong understanding of Charles River IMS and stay current on its 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 success against account-plan goals.
Proactively ensure effective client issue resolution, project delivery, responses to information requests, and collaboration with other Charles River teams.
Assist the internal Sales team in identifying and developing revenue opportunities, including additional application modules, services, and training.
Monitor Wealth Management market and industry trends and news relevant to Charles River and its clients.

Benefits

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