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

Charles River focuses intently on delivering market-leading and feature-rich technology wrapped in an exceptional client service experience.

About the role

As the Client Manager focused on Wealth Management clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support, and services. You will work closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Client Managers serve a dual purpose—advocating for clients within Charles River and serving as a trusted advisor and direct point of contact for the client. You will influence both internal and client business leaders and decision-makers, leveraging sharp organizational and interpersonal skills to deliver exceptional client service while advancing organizational goals.

Responsibilities

• 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 Charles River Development’s (CRD) alignment with their goals.
• Sustain a strong understanding of Charles River IMS, staying up-to-date with current functionality, wealth management product offerings, and upgrades.
• Maintain frequent communication and collaboration 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, response to information requests, and collaboration with other CRD teams.
• Assist the internal Sales team in identifying and fostering revenue opportunities, including additional application modules, services, training, or consulting.
• Maintain awareness of the wealth management market, industry trends, and news relevant to CRD and the client base.

Requirements

• BA/BS degree in Finance, Technology, or a relevant discipline.
• 7 years of experience within the Financial Services/Software industry, with preferred experience in Wealth Management and in Relationship Management, Business Analysis, or a similar role.
• Demonstrable strong communication and presentation skills, including the ability to articulate 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 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.

About State Street

State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. For over two centuries, we’ve helped clients safeguard and steward the investments of millions. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.

We offer a great work environment with competitive and comprehensive benefits packages, which vary by location but may include generous medical care, insurance, savings plans, paid time off, flexible work programs, and development opportunities to help you reach your full potential.

We value inclusion, diversity, and social responsibility, welcoming candidates of diverse origins, backgrounds, abilities, ages, sexual orientations, gender identities, and personalities. Active engagement with our communities is a fundamental value, supported by tools like paid volunteer days, matching gift programs, and employee networks.

Pay

Salary Range: $80,000 - $140,000 annual. The range applies to the primary location specified; if the candidate works outside this location, the applicable range may differ.

Benefits

• Retirement savings plan (401K) with company match.
• Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional coverages.
• Paid time off including vacation, sick leave, short-term disability, and family care responsibilities.
• Employee Assistance Program.
• Incentive compensation, including eligibility for annual performance-based awards (excluding certain sales roles).
• Eligibility for certain tax-advantaged savings plans.
• Paid volunteer days.
• Matching gift program.
• Access to employee networks for connection and support.