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

(In office presence is expected) Candidates must possess solid Front-Office - solid depth in trading workflows. 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 Responsibilities Charles 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. Maintaining frequent communication and collaboration with internal client account teams and Alpha 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 5 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 Keyword: Fixed Income, Equities, Front-Office, buyside, Derivatives, FX, Middle-Office and Back-Office Salary Range $91,000 - $140,500 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 Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job ID: R-789307

The Client Manager is responsible for client satisfaction, retention, and growth for strategic accounts using Charles River IMS. This involves acting as a trusted advisor to senior client leaders and coordinating internal teams to ensure effective project delivery and service.

Candidates must have a bachelor's degree and at least 5 years of experience in financial services or software, preferably in asset management. Strong communication, analytical skills, and the ability to travel 20-40% annually are required.

• Inclusive Development Opportunities • Flexible Work-life Support • Paid Volunteer Days • Employee Networks

Identified from the job description. Confirm important requirements above.

• Relationship Management
• Business Analysis
• Client Satisfaction
• Project Delivery
• Strategic Alignment
• Front-Office Trading Workflows
• Investment Management
• Communication Skills
• Presentation Skills
• Problem-solving
• Multi-tasking
• Organizational Skills

• Finance & Accounting
• Software
• Management & Leadership
• Sales
• Customer Service & Support

Minimum education

Bachelor’s degree

Minimum experience

5+ years

Apply by

Aug 23, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Not Applicable