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.

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.

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