Client Manager – Investment Management Software, AVP

State Street

. Actively manage a book of Charles River IMS accounts .

Posted 10/21/2026full-timeUnited StatesLead💰 $90,000 - $157,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships within the Financial Services sector, particularly in Wealth Management, while effectively communicating and collaborating with internal teams to drive strategic objectives and revenue opportunities.

Highest-signal resume keywords

Charles River IMS ExpertiseWealth Management KnowledgeClient Relationship ManagementStrong Communication SkillsAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business AnalysisProject ManagementClient EngagementAccount ManagementFinancial Services ExperienceSoftware Industry ExperienceStrategic PlanningMarket Trend AnalysisIssue ResolutionRevenue Opportunity Identification

Soft Skills

Strong Presentation SkillsRelationship BuildingOrganizational SkillsSelf-MotivatedMulti-Tasking Ability

Certifications & Qualifications

BA/BS Degree in FinanceBA/BS Degree in Technology

Industry Keywords

Wealth ManagementFinancial ServicesClient AdvocacyStrategic AlignmentExecutive Engagement

About the role

Key responsibilities & impact

Actively manage a book of Charles River IMS accounts
Ensure a high-touch client engagement model through regular onsite visits, project status calls and executive engagements
Develop relationships with senior client personnel and understand client strategy and Charles River Development’s strategic alignment
Maintain strong knowledge of Charles River IMS, wealth management product offerings, functionality and upgrades
Communicate and collaborate with internal client account teams and wealth management business units
Establish long-term strategic objectives for each client and measure success against account plan goals
Ensure effective client issue resolution, project delivery, responses to information requests and collaboration with other Charles River Development teams
Assist the internal Sales team in identifying and fostering revenue opportunities, including additional application modules, services and training
Monitor wealth management market and industry trends relevant to Charles River Development and its clients
Advocate for clients within Charles River Development and serve as a trusted advisor and direct client contact

Requirements

What you’ll need

BA/BS degree in Finance, Technology or relevant discipline
7 years’ experience within the Financial Services / Software industry
Preferred experience in Wealth Management and Relationship Management, Business Analysis or similar functioning role
Strong communication and presentation skills, including ability to articulate or present issues, options and resolutions verbally and in writing
Ability to foster strong relationships across client organizations, with senior managers and key decision makers
Strong analytical and problem-solving skills
Ability to multi-task and successfully manage simultaneous priorities
Proven organizational skills with attention to detail
Self-motivated ability to operate independently and as a member of a team
Ability to travel to client sites 20%–40% per calendar year

Benefits

Comp & perks

Competitive and comprehensive benefits packages
Generous medical care, insurance and savings plans
Flexible Work Program
Development programs and educational support
Tools to help balance professional and personal life
Paid volunteer days
Matching gift program
Employee networks
Retirement savings plan (401K) with company match
Basic life, medical, dental, vision, long-term disability, and other optional insurance coverages
Paid time off including vacation, sick leave, short term disability, and family care responsibilities
Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards
Certain tax advantaged savings plans
Inclusive development opportunities
Flexible work-life support