{"id":3225903,"url":"https://alion.io/job/state-street-senior-relationship-manager-wealth-management-software","title":"Senior Relationship Manager, Wealth Management-Software","company":{"id":1806,"name":"State Street","domain":"statestreet.com","url":"https://alion.io/company/state-street","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":86,"open_postings":212,"ghost_share":0.038,"stale_share":0.387,"repost_share":0.113,"time_to_fill_p50_days":31,"computed_at":"2026-11-04T06:34:25Z"}},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Burlington, United States","New York, United States","Stamford, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":110000,"max":188750,"currency":"USD","period":"year","gross":null,"usd_annual":188750},"salary_estimate":null,"experience_years_min":10,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-22T00:00:00Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-11-04T13:07:07Z","board_verified":true,"closed_at":null,"days_open":13,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":13},"description":"Work locations we can hire in: Boston MA, Burlington MA, Clifton NJ, Princeton NJ, and Berwyn PA\nCharles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As the Senior Client Manager focused on Wealth Management clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Client Managers 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.\nAs a Senior Client Manager, you will work closely with and influence both internal and client business leaders and decision makers. You will leverage your sharp organizational and strong interpersonal skills to ensure Charles River continues to deliver exceptional client service experience, while advancing the goals of the organization.\nKey Responsibilities\nCharles River Senior Client Managers are expected to actively manage a book of Charles River IMS accounts by:\nEnsuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements\nDeveloping relationships with senior client personnel to gain understanding of client strategy and CRD’s alignment to achieving their strategy\nSustaining a strong understanding of the Charles River IMS and keeping up-to-date with current functionality, wealth management product offerings and upgrades\nMaintaining frequent communication and collaboration with internal client account teams and wealth management business units\nEstablishing long-term, strategic objectives for each client and measure success against account plan goals\nProactively ensuring effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams\nAssisting the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or services\nMaintaining awareness of the wealth management market and industry trends and news relevant to CRD and client base\nQualifications\nBA/BS degree in Finance, Technology or relevant discipline\n10-15 years’ experience within the Financial Services / Software industry, preferred experience Wealth Management and in Relationship Management, Business Analysis or similar functioning role\nDemonstrable strong communication and presentation skills including the ability to articulate or present issues, options and resolutions verbally and in writing\nAbility 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\nStrong analytical and problem-solving skills\nAbility to multi-task and successfully manage simultaneous priorities\nProven organizational skills with attention to detail\nSelf-motivated with the ability to operate independently and as a member of a team\nAbility to travel to client sites 20% - 40% per calendar year\nAbout State Street\nWhat 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, investments research & trading and investment management to institutional clients.\nWork, 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 match your needs. And our wealth of development programs and educational support will help you reach your full potential.\nInclusion, Diversity, and Social Responsibility: We truly believe our employees' diverse backgrounds, experience 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.\nState Street is an equal opportunity and affirmative action employer.\n(Company: Charles River)\nDiscover more at www.StateStreet.com/careers\nSalary Range:\n$110,000 - $188,750 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.\nEmployees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.\nFor a full overview, visit https://hrportal.ehr.com/statestreet/Home.\nAbout State Street\nAcross 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.\nWe 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.\nAs 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.\nDiscover more information on jobs at StateStreet.com/careers\nRead our CEO Statement\nJob Application Disclosure:\nIt is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.","description_format":"text","description_chars":7472,"description_truncated":false,"requirements":{"experience_years_min":10,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Flexible schedule","Insurance coverage","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"},{"name":"New Jersey","iso":null,"kind":"city"},{"name":"Pennsylvania","iso":null,"kind":"city"},{"name":"Massachusetts","iso":null,"kind":"city"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Custody & Fund Administration"],"lifecycle":[{"event":"open","at":"2026-10-25T05:49:15Z"}],"visa":[],"liveness":{"score":81,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.896,"p_room":0.9,"age_days":13,"expected_fill_days":31,"reasons":["conf:4","velocity","win:mid","comp:brand"],"computed_at":"2026-11-04T06:34:25Z"},"pay":{"stated_usd_annual":188750,"is_top_pay":true},"html_url":"https://alion.io/job/state-street-senior-relationship-manager-wealth-management-software","json_url":"https://alion.io/job/state-street-senior-relationship-manager-wealth-management-software.json","meta":{"generated_at":"2026-11-04T17:30:02Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":26785,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-05T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1806},"rest":"https://alion.io/mcp/rest/get_company?id=1806"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fstate-street-senior-relationship-manager-wealth-management-software"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fstate-street-senior-relationship-manager-wealth-management-software"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fstate-street-senior-relationship-manager-wealth-management-software"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/state-street-senior-relationship-manager-wealth-management-software\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fstate-street-senior-relationship-manager-wealth-management-software"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3225903}},{"tool":"search_jobs","arguments":{"company":"statestreet.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3225903},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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