Senior Client Manager-Relationship Management

State Street Global Advisors Burlington , NC 27215

Posted 3 months ago

Senior Client Manager-Relationship Management (State Street Bank and Trust Company; Burlington, Massachusetts): Will manage a book of Charles River Development (CRD) client relationships and will be responsible for client satisfaction, retention, and product adoption. Will be the primary contact for all client matters including interaction with other CRD business lines, revenue opportunities, and issue resolution.

Specific duties include: Managing a client base inclusive of CRD's largest and most complex strategic clients; contributing to client management team efforts outside of primary client management responsibilities (e.g. mentoring, recruiting, special projects, etc.); contributing to market and client intelligence for the client management group and account teams as well as issue collaboration; developing and utilizing relationships with key business stakeholders at Customers to obtain visibility in client long term planning, plus facilitate discussion between CRD and Client Executive Management team; being commercially aware and able to see the business strategy; leveraging sufficient business and industry knowledge to present a vision of the industry's direction as it relates to the client and their business; making sound decisions in difficult or ambiguous situations and defending positions despite the potential consequences; contributing to common client base topic and issue collaboration; assisting Sales team to identify and foster revenue opportunities including additional application modules, services, and training; maintaining frequent communication and collaboration with internal client account teams and business units; establishing long-term, strategic objectives for each client and measuring success against account plan goals; proactively assisting clients with issue resolution, information requests, and interaction with other CRD teams; maintaining a high touch engagement model with clients including regular onsite visits, project status calls, and executive engagements; sustaining a strong understanding of the Charles River IMS and keeping up to date with current versions and functionality; collaborating with account team to deliver important CRD messages to client decision makers; exercising good judgement and decision making in internal and client interactions; maintaining the accuracy of client information within CRD and capturing meaningful information and client interactions into our internal CRM solution, SalesForce. Travel [primarily domestic] 20% - 40% per calendar year

Minimum requirements are: Master's degree or equivalent degree in Finance, Business or a related field; plus 5 years of experience in Relationship/Client management or equivalent at a financial services/software firm. Alternatively, will accept a Bachelor's degree or equivalent degree in Finance, Business or a related field; plus 8 years of experience in Relationship/Client management or equivalent at a financial services/software firm.

Must have: Proven solid verbal and written communication skills including the ability to articulate issues, options and resolutions verbally and in writing; demonstrated ability to foster strong relationships with senior managers (C-Level) in large and small corporations; proven ability to navigate within customer organizations to identify key decision makers, users and influencers; proven ability to assess client satisfaction and value proposition achieved with technology solution; prior Relationship/Client management background or similar capacity; proactive account management skills and a track record of balancing the demands of multiple client accounts; solid understanding of the asset management industry and investment lifecycle inclusive of asset management security types, workflows, and data management; ability to navigate within customer organizations to identify problems and solutions; able to differentiate and work at strategic and tactical levels simultaneously; able to multi-task and manage simultaneous priorities without close supervision; proven organizational skills with attention to detail; self-motivation with the ability to operate independently and as a member of a team; and strong analytical and problem-solving skills. (Unless otherwise indicated, State Street is seeking the ability in the skills listed above with no specific amount of years of experience required. All experience can be gained concurrently.)

Apply online at statestreet.com/careers. State Street Job ID:

R-645627. An EOE.

#LI-DNI



icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Senior Relationship Management VP

State Street Global Advisors

Posted 1 week ago

VIEW JOBS 10/15/2020 12:00:00 AM 2021-01-13T00:00 Who we are looking for Charles River Development, a State Street company, is growing and we are seeking experienced Client Managers to join the team in our Boston, New York and Toronto locations. The award winning Charles River Investment Management System enables sound and efficient investing across all asset classes to our prestigious clients. We continue to be a market leading solution for investment managers across the Institutional investment, Wealth Management and Hedge Fund industries. We are looking for dynamic, engaging and creative Client Managers to help drive our continued growth. Why this role is important to us The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019. Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for. What you will be responsible for As a Client Manager you will * Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements Driving and executing on internal projects that streamline workflows, processes or collaboration for the betterment of the client experience * Sustaining a strong understanding of the Charles River IMS and keeping up-to-date with current functionality, offerings and upgrades * Maintaining frequent communication and collaboration with internal client account teams and 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 market and industry trends and news relevant to CRD and client base * Developing relationships with senior client personnel to gain understanding of client strategy and CRD's alignment to achieving their strategy What we value * 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 Education & Preferred Qualifications * BA/BS degree in Finance, Technology or relevant discipline * 5 - 8+ years' experience within the Financial Services / Software industry, preferred experience in Relationship Management, Business Analysis or similarly functioning role * Ability to multi-task and successfully manage simultaneous priorities * Proven organizational skills with attention to detail * Self-motivated and operates independently, while working as a member of a team * Ability 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 State Street Global Advisors Burlington NC

Senior Client Manager-Relationship Management

State Street Global Advisors