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Client Manager
3 months ago
Charles River Development, a State Street company, is growing and we are seeking a Relationship Manager to join the team based in Sydney, Australia. The award-winning Charles River Investment Management System enables sound and efficient investing across all asset classes to our prestigious clients. We continue to be a market leading solution for investment managers across the Institutional investment, Wealth Management and Hedge Fund industries. We are looking for a dynamic, engaging and experienced Relationship Manager to help drive our continued growth.
Job Description
Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As a Relationship Manager, you will take ownership of CRD’s client accounts to focus on client retention and growth. You will collaborate with the client’s leadership team to ensure strategic alignment and strong, long-term partnerships. You will work closely with your peers in the Relationship Management team to ensure effective engagement with these relationships across your accounts.
As a Relationship Manager, you must demonstrate your ability to manage relationships through effective strategic thinking and partnerships. You will work closely with and influence both internal and client business leaders and decision makers. You will leverage your organisational and interpersonal skills to ensure Charles River continues to deliver an exceptional client service experience, while advancing the goals of the organisation.
Key Responsibilities
The Charles River Relationship Manager is expected to actively manage sophisticated Charles River IMS accounts:
- Manage a book of accounts with support from Relationship Management leaders on your team
- Establish senior relationships with C-Level and business heads of your accounts and develop an understanding of client strategy and CRD’s place in achieving that strategy
- Establish long-term, strategic objectives for each client, and measure success against account plan goals
- Ensure effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams
- Ensure a high touch engagement model with your clients, including regular onsite visits, project status calls and executive engagements
- 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.
What we value
These skills will help you succeed in this role:
- BA/BS degree in Finance, Technology or relevant discipline.
- 7 years’ experience within the Financial Services /Software industry, specifically in a Relationship/Client Management or similarly functioning role
- Demonstrate 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 organisations, with senior managers (C-Level) and key decision makers in large and small firms, including good personal and working relationships with end users
- Ability to multi-task and successfully manage simultaneous priorities
- Proven organisational skills with attention to detail.
- Self-motivated with the ability to operate independently and as a member of a team.
- Strong analytical and problem-solving skills.
- Ability to travel to client sites 20-30% per calendar year
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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs 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 perspectives 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 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 programs 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
