Client Manager - Wealth Management Investment Software, AVP - Charles River Development
Core
Manage a book of Wealth Management clients for Charles River IMS, ensuring client satisfaction, retention, and growth through strategic alignment and effective project delivery.
Role type
Senior Client Manager (Wealth Management)
Builds
Client relationships and strategic account plans for Wealth Management firms
Domain
Financial Services / Wealth Management / Investment Software
Deliverable
client delivery
Required skills
Relationship management, strategic account planning, financial services industry knowledge, project delivery management, issue resolution, revenue opportunity identification, market trend analysis
Preferred skills
Wealth Management domain expertise, Business Analysis, senior leadership engagement
Technologies
Charles River IMS
Responsibilities
Manage a book of Charles River IMS accounts with high-touch engagement; Develop relationships with senior client personnel to align on strategy; Maintain strong understanding of Charles River IMS functionality and upgrades; Collaborate with internal client account teams and business units; Establish long-term strategic objectives and measure success against account plans; Proactively resolve client issues and ensure effective project delivery; Assist sales team in identifying revenue opportunities; Maintain awareness of wealth management market trends.
Seniority
Senior, hands-on IC
