Associate Client Manager, Charles River Development, Assistant Vice President
Core
Manage a portfolio of existing clients for Charles River Investment Management System (CR IMS), serving as a trusted advisor and primary point of contact to deepen engagement and identify growth opportunities.
Role type
Associate Client Manager (Financial Services)
Builds
Client relationships, project delivery for client-led initiatives, and revenue growth opportunities for CR IMS platform.
Domain
Financial Services / Investment Management Technology
Deliverable
client delivery
Required skills
Client relationship management, project management, stakeholder management, commercial awareness, asset manager experience, platform knowledge (OMS/EMS/IBOR), analytical problem-solving
Preferred skills
PMP/Prince2/Agile certification, PowerBI proficiency
Technologies
CR IMS, OMS, EMS, IBOR, Microsoft Office, PowerBI
Responsibilities
Manage a portfolio of existing clients in partnership with the relationship managing director; Serve as point of contact for front-office stakeholders; Build strong, long-term relationships with client stakeholders; Develop deep understanding of clients' investment workflows and strategic priorities; Ensure consistent delivery of high-quality service and timely resolution of client issues; Manage key CRD initiatives on behalf of clients; Assist the internal Sales team to identify and foster revenue opportunities; Maintain awareness of market and industry trends relevant to CRD and client base.
Seniority
Mid-level, hands-on IC
