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Client Management – AVP / Investment Trading Software – Charles River Development
| Company | State Street |
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| Location | New York, NY, USA |
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| Salary | $100000 – $160000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- BA/BS degree in Finance, Technology or relevant discipline
- 7 years’ experience within the Financial Services / Software industry, preferred experience Asset Management and in Relationship Management, Consulting, Business Analysis or similar functioning role
- Demonstrable strong communication and presentation skills including the 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 in large and small firms, including good personal and working relationships with end users
- Strong analytical and problem-solving skills
- Ability to multi-task and successfully manage simultaneous priorities
- Proven organizational skills with attention to detail
- Self-motivated with the ability to operate independently and as a member of a team
- Ability to travel to client sites 20% – 40% per calendar year
Responsibilities
- Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements
- Developing relationships with senior client personnel to gain understanding of client strategy and CRD’s alignment to achieving their strategy
- Sustaining a strong understanding of the Charles River IMS and keeping up-to-date with current functionality, front-office product offerings and upgrades
- Maintaining frequent communication and collaboration with internal client account teams and wealth management business units
- Establishing long-term, strategic objectives for each client and measure success against account plan goals
- Proactively ensuring effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams
- Assisting the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or services
- Maintaining awareness of the investment management market and industry trends and news relevant to CRD and client base
Preferred Qualifications
No preferred qualifications provided.
