Who we are looking for
Charles River Development (CRD) is a rapidly growing and profitable financial software and services firm whose customers include the world’s top investment management, wealth management, banking and insurance firms. The Director of Client Management, APAC has overall responsibility for leading and overseeing the Client Management practice who are focused on the retention and growth of the CRD client base within the APAC region, with a heavy focus on client satisfaction.
Why this role is important to us
The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019.
What you will be responsible for
As Director, Client Management, APAC you will:
- Serve as a recognized leader of the Client Management business within Charles River and represent the function across State Street
- Maintain frequent communication and collaboration with internal client account teams and business units
- Lead a team of Client Managers to be effective owners of client relationships with confidence operating at senior levels within those firms
- Develop relationships with senior client personnel to gain an understanding of client strategy and CRD and broader State Street’s alignment to achieving their strategies
- Liaise with broader State Street teams to anticipate and service the needs of Alpha clients in the region.
- 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 and broader Sate Street teams
- Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements.
- Maintaining awareness of market and industry trends and news relevant to CRD and client base
- Sustaining a strong understanding of the Charles River IMS and keeping up-to-date with current offerings and upgrades.
What we value
- A strong leadership and management profile coupled with outstanding verbal and written communications
- Ability to produce high quality management information/dashboards for wider leadership and information sharing
- Ability to work closely with and influence both internal and client business leaders.
- Leverage organizational and strong interpersonal skills to ensure Charles River continues to deliver an exceptional client service experience.
- Be proactive in advancing the goals of the organization.
- Specific knowledge of the investment industry (e.g., financial instruments, workflows, major players, trends, etc.)
Education & Preferred Qualifications
- BA/BS degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science
- 15+ years’ experience within the Financial Services /Software industry, specifically in a Relationship/Client Management or similarly functioning role
- 5+ years’ experience managing high-performing teams
- Strong analytical and problem-solving skills
- Proven organizational skills with attention to detail
- Ability to foster strong relationships across client organizations, with senior managers (C-Level) and key decision makers in large and small firms, including good personal and working relationships with end users
Additional requirements
- Travel up to 40% may be required.
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 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
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At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better — now and in the future
