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State Street
State Street
H1B वीज़ा प्रायोजकफिनटेकबैंकिंगवित्त
State Street एक वैश्विक वित्तीय सेवा कंपनी है, जो निवेश प्रबंधन और निवेश सेवा समाधानों के माध्यम से संस्थागत निवेशकों को सेवाएँ प्रदान करती है। इसकी सेवाओं में परिसंपत्ति प्रबंधन, कस्टोडियल सेवाएँ और निवेश अनुसंधान शामिल हैं, जिन्हें वित्त, फिनटेक और बैंकिंग के क्षेत्र में विशेषज्ञता का समर्थन प्राप्त है। कंपनी डेटा, अंतर्दृष्टि और परिचालन क्षमताओं के माध्यम से ग्राहकों को जटिल निवेश गतिविधियों का प्रबंधन करने, दक्षता बढ़ाने और वित्तीय निर्णय लेने में सहायता करने पर केंद्रित है।
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कंपनी की नौकरियाँ

AVP Client Manager, Wealth Management Software

Manage State Street client relationships for Charles River investment software, supporting satisfaction and retention while advancing strategic alignment and revenue growth.

USसंयुक्त राज्यMAमैसाचुसेट्सNJन्यू जर्सीNYन्यूयॉर्क
$90,000 – $1,57,500 / वर्ष
ऑन-साइटपूर्णकालिकलीडआवश्यक भाषा: अंग्रेज़ीक्लाइंट पार्टनरबिक्री

विवरण

  • Manage a portfolio of Charles River IMS accounts.
  • Build strong client engagement through regular onsite visits, project updates, and executive meetings.
  • Develop relationships with senior client leaders and align account strategies with client priorities and Charles River Development’s direction.
  • Stay current on Charles River IMS and wealth management products, features, and upgrades.
  • Coordinate with internal account teams and wealth management business units.
  • Set long-term objectives for each client and track progress against account plans.
  • Resolve client issues, support project delivery and information requests, and coordinate with Charles River Development teams.
  • Work with Sales to identify revenue opportunities in application modules, services, and training.
  • Track wealth management market and industry developments relevant to Charles River Development and its clients.
  • Represent client interests internally and act as a trusted advisor and direct point of contact.

आवश्यकताएँ

  • Bachelor’s degree in finance, technology, or a related field.
  • Seven years of experience in financial services or software.
  • Experience in wealth management and relationship management, business analysis, or a similar role is preferred.
  • Strong verbal and written communication and presentation skills, including the ability to explain issues, options, and resolutions.
  • Ability to build relationships across client organizations, including with senior managers and key decision-makers.
  • Strong analytical and problem-solving skills.
  • Ability to manage multiple priorities at once.
  • Well-organized, detail-oriented approach.
  • Self-motivated, with the ability to work independently and as part of a team.
  • Availability to travel to client sites 20%–40% of the calendar year.

लाभ

  • Comprehensive benefits packages.
  • Medical care, insurance, and savings plans.
  • Flexible Work Program.
  • Professional development programs and educational support.
  • Resources to support balance between work and personal life.
  • Paid volunteer days.
  • Matching gift program.
  • Employee networks.
  • 401(k) retirement savings plan with company match.
  • Basic life, medical, dental, vision, long-term disability, and optional insurance coverage.
  • Paid vacation, sick leave, short-term disability, and family care leave.
  • Employee Assistance Program.
  • Eligibility for annual performance-based incentive awards.
  • Certain tax-advantaged savings plans.
  • Inclusive development opportunities.
  • Flexible work-life support.

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