Senior Relationship Manager, Wealth Management-Software

About the Role

As the Senior Client Manager focused on Wealth Management clients at Charles River, 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, serving as both an advocate for clients within Charles River and a trusted advisor to the client.

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 align Charles River’s offerings to achieve their goals.
• Maintain a strong understanding of Charles River IMS, staying updated on current functionality, wealth management product offerings, and upgrades.
• 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, response to information requests, and collaboration with other Charles River teams.
• Assist the internal Sales team in identifying and fostering revenue opportunities, including additional application modules, training, and services.
• Stay informed about wealth management market trends and news relevant to Charles River and its client base.

Qualifications

• BA/BS degree in Finance, Technology, or a relevant discipline.
• 10-15 years of experience within the Financial Services / Software industry, with preferred experience in Wealth Management and roles such as Relationship Management or Business Analysis.
• Strong communication and presentation skills, including the ability to articulate issues, options, and resolutions verbally and in writing.
• Ability to foster strong relationships with senior managers and key decision-makers across client organizations.
• Strong analytical and problem-solving skills.
• Ability to multi-task and manage simultaneous priorities.
• Proven organizational skills with attention to detail.
• Self-motivated with the ability to operate independently and as part of a team.
• Willingness to travel to client sites 20%–40% per calendar year.

About the Company

Charles River focuses on delivering market-leading, feature-rich technology wrapped in an exceptional client service experience. State Street, one of the largest custodian banks, asset managers, and asset intelligence companies globally, supports Charles River’s mission by providing investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.

Work Locations

We can hire for this role in the following locations: Boston MA, Burlington MA, Clifton NJ, Princeton NJ, and Berwyn PA.

Pay

Salary Range: $110,000 - $188,750 Annual. The range applies to the role in the primary location specified. If the candidate works outside this location, the applicable range may differ.

Benefits

Employees are eligible for State Street’s comprehensive benefits program, including:

• Retirement savings plan (401K) with company match.
• Insurance coverage: basic life, medical, dental, vision, long-term disability, and optional additional coverages.
• Paid time off: vacation, sick leave, short-term disability, and family care responsibilities.
• Employee Assistance Program.
• Incentive compensation, including eligibility for annual performance-based awards.
• Access to tax-advantaged savings plans.

Inclusion, Diversity, and Social Responsibility

State Street values diverse backgrounds, experiences, and perspectives, fostering an inclusive environment where everyone can thrive. The company is also committed to active engagement with communities worldwide, offering paid volunteer days, a matching gift program, and employee networks to support work-life balance and personal values.