Job Description

Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience.  As a Client Management Director, 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 Management Directors 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 Management Director, 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 an exceptional client service experience, while advancing the goals of the organization.

Key Responsibilities

Actively manage and oversee a book of complex Charles River IMS accounts Directly lead, develop, empower and inspire a team of Client Managers Ensure a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagementsDevelop relationships with senior client personnel to gain an understanding of client strategy and CRD’s alignment to achieving their strategiesSustain a strong understanding of the Charles River IMS and keeping up-to-date with current functionality, offerings and upgradesMaintain frequent communication and collaboration with internal client account teams and business units; Specifically manage and foster the strong relationships within State Street for the collective benefit of our clientsEstablish long-term, strategic objectives for each client and measure success against account plan goalsProactively ensure effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teamsAssist the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or servicesMaintain awareness of market and industry trends and news relevant to CRD and client base

Qualifications

BA/BS degree in Finance, Technology or relevant discipline20+ years’ experience within the Financial Services / Software industry, preferred experience in Relationship Management, Business Analysis or similarly functioning role7+ years’ experience managing high-performing teamsDemonstrable strong communication and presentation skills including the ability to articulate or present issues, options and resolutions verbally and in writingAbility 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 usersStrong analytical and problem-solving skillsAbility to multi-task and successfully manage simultaneous prioritiesProven organizational skills with attention to detailSelf-motivated with the ability to operate independently and as a member of a teamAbility to travel to client sites 20% – 40% per calendar year

About State Street 

What we do. State 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 provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. 

 

Work, Live and Grow. 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 you match your needs. And our wealth of development programs and educational support will help you reach your full potential. 

 

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences 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. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. 

State Street is an equal opportunity and affirmative action employer. 

Discover more at StateStreet.com/careers  

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