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State Street
State Street
H1B Visa SponsorBankingFinanceFintech
State Street is a global financial services company serving institutional investors through investment management and investment servicing solutions. Its offerings include asset management, custodial services, and investment research, supported by expertise across finance, fintech, and banking. The company focuses on helping clients manage complex investment activities with data, insights, and operational capabilities designed to improve efficiency and support financial decision-making.
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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.

USUnited StatesMAMassachusettsNJNew JerseyNYNew York
$90,000 – $157,500 / year
On-siteFull-timeLeadEnglish RequiredClient PartnerSales

Description

  • 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.

Requirements

  • 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.

Benefits

  • 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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