Associate Client Manager, Charles River Development, Assistant Vice President

Purpose of Role

The award-winning Charles River Investment Management System (CR IMS) 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.

Charles River’s Relationship Management team serve a dual purpose –advocating for our clients within Charles River and serving as a trusted advisor and direct point of contact for the client.

We are looking for a dynamic, engaging and enthusiastic individual to help with our continued growth as an Associate Client Manager to assist the Relationship Management team. The role will have a very marked account ownership connotation but will also allow for exposure to clients externally, and to Sales, Operations and Product Management internally.

Main Responsibilities

The Relationship Manager is responsible for managing key client relationships, serving as a trusted advisor and primary point of contact. The role focuses on deepening client engagement, delivering high-quality service, identifying growth opportunities, and ensuring client needs are met in line with organisational objectives and regulatory standards.

In addition to relationship management, the role includes hands-on project management activity for client-led initiatives. Coordinating across CRD product, implementation, technology and State Street service teams to deliver strong client outcomes.

Key responsibilities

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 StreetWhat 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

About State Street

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.

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