State Street
Client Manager - Charles River Development - AVP
State Street, Burlington, North Carolina, United States, 27215
Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As the Client Manager focused on Strategic clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Client Managers serve a dual purpose – advocating for our clients within Charles River; and serving as a trusted advisor and direct point of contact for the client.
As a Client Manager, you will work closely with and influence both internal and client business leaders and decision makers. You will leverage your sharp organizational and strong interpersonal skills to ensure Charles River continues to deliver exceptional client service experience, while advancing the goals of the organization.
Key ResponsibilitiesCharles River Client Managers are expected to actively manage a book of Charles River IMS accounts by:
Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements
Developing relationships with senior client personnel to gain understanding of client strategy and CRD’s alignment to achieving their strategy
Sustaining a strong understanding of the Charles River IMS and keeping up-to-date with current functionality, wealth management product offerings and upgrades
Maintaining frequent communication and collaboration with internal client account teams and wealth management business units
Establishing long-term, strategic objectives for each client and measure success against account plan goals
Proactively ensuring effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams
Assisting the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or services
Maintaining awareness of the investment management market and industry trends and news relevant to CRD and client base
Qualifications
BA/BS degree in Finance, Technology or relevant discipline
7 years’ experience within the Financial Services / Software industry, preferred experience Asset Management and in Relationship Management, Business Analysis or similar functioning role
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
Ability to travel to client sites 20% – 40% per calendar year
Salary Range$90,000 - $142,500 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
About State StreetState Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people.
We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help match your needs. And our wealth of development programs and educational support will help you reach your full potential.
We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality.
State Street is an equal opportunity and affirmative action employer.
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As a Client Manager, you will work closely with and influence both internal and client business leaders and decision makers. You will leverage your sharp organizational and strong interpersonal skills to ensure Charles River continues to deliver exceptional client service experience, while advancing the goals of the organization.
Key ResponsibilitiesCharles River Client Managers are expected to actively manage a book of Charles River IMS accounts by:
Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements
Developing relationships with senior client personnel to gain understanding of client strategy and CRD’s alignment to achieving their strategy
Sustaining a strong understanding of the Charles River IMS and keeping up-to-date with current functionality, wealth management product offerings and upgrades
Maintaining frequent communication and collaboration with internal client account teams and wealth management business units
Establishing long-term, strategic objectives for each client and measure success against account plan goals
Proactively ensuring effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams
Assisting the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or services
Maintaining awareness of the investment management market and industry trends and news relevant to CRD and client base
Qualifications
BA/BS degree in Finance, Technology or relevant discipline
7 years’ experience within the Financial Services / Software industry, preferred experience Asset Management and in Relationship Management, Business Analysis or similar functioning role
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
Ability to travel to client sites 20% – 40% per calendar year
Salary Range$90,000 - $142,500 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
About State StreetState Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people.
We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help match your needs. And our wealth of development programs and educational support will help you reach your full potential.
We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality.
State Street is an equal opportunity and affirmative action employer.
#J-18808-Ljbffr