Education: Bachelor's degree or related field
Experience: 5+ years
Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by:
- Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements - Developing relationships with senior client personnel to gain understanding of client strategy and CRD's alignment to achieving their strategy - Sustaining a strong understanding of the Charles River IMS and keeping up-to-date with current functionality. - Maintaining frequent communication and collaboration with internal client account teams and Alpha business units. - Establishing long-term, strategic objectives for each client and measure success against account plan goals - Proactively ensuring effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams - Assisting the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or services - Maintaining awareness of the investment management market and industry trends and news relevant to CRD and client base
- BA/BS degree in Finance, Technology or relevant discipline - 5 years experience within the Financial Services / Software industry, preferred experience Asset Management and in Relationship Management, Business Analysis or similar functioning role - Demonstrable 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 organizations, with senior managers and key decision makers in large and small firms, including good personal and working relationships with end users - Strong analytical and problem-solving skills - Ability to multi-task and successfully manage simultaneous priorities - Proven organizational skills with attention to detail - Self-motivated with the ability to operate independently and as a member of a team - Ability to travel to client sites 20% - 40% per calendar year -
Keyword: Fixed Income, Equities, Front-Office, buyside, Derivatives, FX, Middle-Office and Back-Office
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