Client Manager, AVP Investment Trading Software - Charles River Development
Core
Managing strategic client accounts for Charles River IMS investment trading software, ensuring delivery, satisfaction, and growth.
Role type
Senior Client Manager (Financial Services Software)
Builds
Client relationships and strategic alignment for investment management software
Domain
Financial Services / Investment Management Software
Deliverable
client delivery
Required skills
Strategic account management, relationship building with senior leaders, investment trading workflows knowledge, project delivery management, market trend analysis, cross-functional collaboration
Preferred skills
Asset Management experience, Business Analysis, Front-Office experience
Technologies
Charles River IMS
Responsibilities
Manage a book of IMS accounts with high-touch engagement including onsite visits; Develop relationships with senior client personnel to align strategies; Maintain strong understanding of IMS functionality and industry trends; Collaborate with internal teams for issue resolution and project delivery; Assist sales team in identifying revenue opportunities; Measure success against account plan goals.
Seniority
Senior, hands-on IC