Client Relationship Manager, Charles River Development, Vice President

. The role is responsible for:

• CRD and Alpha client relationship management
• Executive stakeholder engagement
• Strategic account planning
• Client satisfaction and retention
• Front-office solution adoption and value realisation
• Commercial growth opportunities related to CRD and Alpha capabilities

While the Alpha Client Relationship Manager is accountable for the CRD and front-office relationship, the role operates as part of a broader State Street account team. The individual will work in close partnership with the State Street Client Executive, Global Relationship Manager (GRM), Global Operations Officer (GOO), and other client-facing leaders across servicing, operations, implementation, and product teams to ensure coordinated account management, executive engagement, and delivery of the overall Alpha value proposition. The role is not responsible for traditional State Street custody, fund administration, middle-office outsourcing, or asset servicing relationship management activities , although close partnership with those teams is required to ensure a coordinated client experience.

• Own and manage strategic Alpha client relationships from a Charles River Development and front-office solutions perspective.
• Serve as the primary relationship owner and trusted advisor for senior client front-office stakeholders.
• Establish and maintain executive-level relationships across client organisations in collaboration with Charles River Development, Alpha, and State Street stakeholders.
• Develop a thorough understanding of clients' business strategy, operating model, priorities, and challenges.
• Act as the voice of the client within Charles River Development, Alpha product teams, and relevant State Street stakeholders.

• Deliver a high-touch CRD and Alpha engagement model through regular governance meetings, executive business reviews, onsite visits, solution roadmap discussions, and strategic planning sessions.
• Lead front-office account governance activities and ensure agreed actions are tracked through to completion.
• Facilitate productive discussions between clients and internal stakeholders to drive alignment and successful outcomes.
• Maintain regular engagement with key client sponsors, decision-makers, and executive stakeholders.

• Develop and execute CRD and Alpha account plans for assigned clients in partnership with relevant State Street stakeholders.
• Define long-term strategic objectives, success measures, growth opportunities, and risk mitigation plans.
• Monitor progress against client objectives and adjust plans as priorities evolve.
• Identify opportunities to enhance adoption of CRD and Alpha capabilities and maximise client value realisation.

• Act as the senior escalation point for issues related to CRD products, Alpha platform capabilities, front-office workflows, implementations, and strategic client outcomes.
• Coordinate cross-functional teams to drive timely issue resolution.
• Proactively identify risks to client satisfaction, retention, or delivery outcomes and implement mitigation plans.
• Ensure transparency and effective communication during service events and escalations.

• Partner with Sales, Product, and Service teams to identify opportunities for expansion and increased client adoption of Alpha capabilities.
• Support commercial discussions, contract renewals, and strategic growth initiatives.
• Drive awareness of new platform capabilities, product enhancements, and service offerings that may benefit clients.
• Contribute to revenue retention and growth across the assigned client portfolio.

• Partner closely with teams across Client Service, Product Management, Professional Services, Technology, Operations, and Alpha Delivery.
• Build strong partnerships with key State Street stakeholders, including the Client Executive, Global Relationship Manager (GRM), Global Operations Officer (GOO), and other client-facing leads supporting the assigned Alpha client.
• Ensure alignment across Charles River Development, Alpha, and State Street teams to deliver a coordinated client experience and strategic outcomes.
• Facilitate collaboration across multiple stakeholders to support client objectives, issue resolution, growth opportunities, and long-term account success.
• Represent the CRD front-office perspective within the broader State Street account management framework.

• Maintain an understanding of market trends, industry developments, competitive activity, and regulatory changes impacting clients.
• Provide clients with relevant insights and thought leadership.
• Stay informed on Alpha roadmap developments, CRD product enhancements, and emerging capabilities.

• Bachelor's degree and 15+ years of experience within financial services, fintech, software, or investment management, with experience in Relationship Management, Client Management, Consulting, Business Analysis, or a similar client-facing role.
• Strong understanding of investment management operating models, front-office workflows, and the challenges facing institutional clients.
• Exceptional communication, presentation, and stakeholder management skills, with the ability to engage and influence senior executives and key decision-makers.
• Proven ability to build trusted relationships across complex client organisations and internal stakeholder groups.
• Strong analytical, problem-solving, and organisational skills with attention to detail.
• Demonstrated ability to manage multiple priorities and deliver results in a fast-paced environment.
• Self-motivated, collaborative, and capable of operating effectively both independently and within global teams.
• Experience with Alpha solutions, Charles River products, outsourced operating models, or front-to-back investment management workflows is preferred.
• Commercial awareness with experience supporting growth initiatives, renewals, or strategic account planning.
• Willingness to travel approximately 20% to 40% annually to support client engagement and relationship development.