Client Relationship Manager, Charles River Development, Vice President
Core
Senior client-facing role managing strategic Alpha client relationships, serving as a trusted advisor for front-office technology and solutions adoption.
Role type
Senior IC Client Relationship Manager (Financial Services)
Builds
Strategic partnerships and value realization for institutional clients using CRD and Alpha front-office capabilities
Domain
Financial Services / Investment Management / Fintech
Deliverable
client delivery
Required skills
Strategic account planning, executive stakeholder engagement, client relationship management, issue escalation, commercial growth identification, cross-functional collaboration, market trend analysis
Preferred skills
Experience with Alpha solutions, Charles River products, outsourced operating models, front-to-back investment management workflows
Technologies
Alpha platform, CRD products
Responsibilities
Own and manage strategic Alpha client relationships, deliver high-touch engagement through governance meetings and executive reviews, develop and execute account plans, act as senior escalation point for product and workflow issues, partner with sales and product teams for commercial growth, represent CRD perspective within State Street account teams
Seniority
Senior, hands-on IC