In partnership with the relationship managing director, manage a portfolio of existing clients
Serve as point of contact for front‑office stakeholders
Build strong, long-term relationships with client stakeholders based on trust and value
Develop deep understanding of clients’ investment workflows, operating models, and strategic priorities
Ensure consistent delivery of high-quality service and timely resolution of client issues
Manage key CRD initiatives on behalf of the clients
Work with cross functional teams across CRD to ensure high-quality delivery outcomes across BAU and change initiatives. Communicate clearly and consistently with clients and internal stakeholders on project status, risks, and dependencies
Assist the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training, or services
Maintain awareness of market and industry trends and news relevant to CRD and client base
Sustain a strong understanding of the Charles River IMS and keeping up-to-date with current offerings and upgrades
Skills and Experience -
3 - 5 years of experience in relationship management, client coverage, delivery, or product roles within financial services or fintech
Working knowledge of Charles River Development (CR IMS) or similar front‑office investment management platforms (OMS, EMS, compliance, IBOR)
Ability to foster relationships across client organizations, with decision makers, including good personal and working relationships with end users
Demonstrated experience of client-facing projects, including implementations or change initiatives
Experience working with asset managers
Commercial awareness with experience supporting revenue growth and client negotiations
Bachelor’s degree required; project management certification (PMP, Prince2, Agile) a plus
Proficiency on Microsoft Office (inc. Excel and PowerPoint) and other similar tools (e.g. PowerBI)
Ability to travel to client sites 20% – 40% per calendar year
Self-motivated with the ability to operate independently and as a member of a team.
Strong analytical and problem-solving skills.
Ability to multi-task and successfully manage simultaneous priorities
Proven organizational skills with attention to detail.
Required Competencies -
Client relationship and stakeholder management skills
Ability to manage multiple workstreams, timelines, and stakeholders concurrently
Excellent communication, presentation, and issue‑resolution capabilities
Structured, delivery-focused mindset with strong attention to detail
Sound judgment, risk awareness, and ownership mentality
Comfortable operating in a client-facing, delivery-driven environment
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
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