Client Manager - Investment Software, AVP - Charles River Development
Core
Manage strategic client accounts for Charles River IMS investment software, ensuring delivery, satisfaction, and growth through high-touch engagement and strategic alignment.
Role type
Senior Client Manager (Investment Software)
Builds
Strategic client partnerships and long-term account plans for investment management software
Domain
Financial Services / Investment Management Software
Deliverable
client delivery
Required skills
Front-office trading workflows knowledge, relationship management with senior leaders, strategic account planning, issue resolution, market trend analysis, cross-functional collaboration
Preferred skills
Asset Management industry experience, Business Analysis background, Fixed Income/Equities/Derivatives/FX domain knowledge
Technologies
Charles River IMS
Responsibilities
Manage a book of IMS accounts with high-touch engagement including onsite visits and executive calls; Develop relationships with senior client personnel to align CRD solutions with client strategy; Maintain deep understanding of IMS functionality and industry trends; Collaborate with internal account teams and business units; Establish and measure strategic account objectives; Assist sales team in identifying revenue opportunities for additional modules and services
Seniority
Senior, hands-on IC
