Client Manager - Wealth Management Investment Software, AVP - Charles River Development
Burlington, Massachusetts, United States · On-site
$80k–$140k/yr
Senior$14B raised
Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As the Client Manager focused on Wealth Management clients, you will be respons…
Burlington, Massachusetts, United States · On-site
$80k–$140k/yr
Senior$14B raised
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Skills: Business Analysis, Investment Accounting, Agile Methodology, Software Development Lifecycle, Requirement Gathering
Burlington, Massachusetts, United States · On-site
$82k–$193k/yr
Senior+$5.7B raised
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Burlington, Massachusetts, United States · On-site
$66k–$106k/yr
Mid level$56B raised
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Burlington, Massachusetts, United States · Remote OK
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Burlington, Massachusetts, United States · Remote OK
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Healthcare Claim Data Analytics Professional (4 days in office)
Burlington, Massachusetts, United States · Hybrid
$56k–$140k/yr
Senior$4.6B raised
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Los Angeles County, California, United States · Hybrid
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Oracle NetSuite Mid-Market Account Executive - Burlington, MA
Burlington, Massachusetts, United States · On-site
$66k–$106k/yr
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Burlington, Massachusetts, United States · On-site
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Burlington, Massachusetts, United States · On-site
$78k–$117k/yr
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Head of Product Development and Client Enablement, SVP
Burlington, Massachusetts, United States · On-site
$225k–$338k/yr
Senior+$14B raised
Charles River focuses intently on delivering market leading and feature-rich technology wrapped in an exceptional client service experience. This is a senior-level role that is functionally responsible for determining Pr…
Skills: Product Strategy, Product Management, AI Strategy, Business Development, Client Enablement
Burlington, Massachusetts, United States · On-site
$80k–$140k/yr
Mid level$14B raised
Charles River Development (CRD), a State Street company, delivers the industry’s leading front- and middle-office investment management platform, enabling investment managers worldwide to operate with speed, intelligence…
Skills: Direct Sales, Enterprise Sales, Prospecting, Relationship Development, Pipeline Management
Burlington, Massachusetts, United States · Remote OK
$82k–$193k/yr
Senior+$5.7B raised
At Capgemini Engineering, the world leader in engineering services, we bring together a global team of engineers, scientists, and architects to help the world’s most innovative companies unleash their potential. From aut…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$80k–$140k/yr
Full-time
bachelor degree
Medical Care, Insurance, Savings Plans, 401k With Company Match, Dental Insurance, Vision Insurance
Posted 20h ago
Apply by Oct 3
~40 hrs/week
Responsibilities
Manage a book of Wealth Management accounts to ensure client satisfaction, retention, and growth through effective delivery of IMS projects and services. Act as a trusted advisor and advocate for clients while aligning their strategies with Charles River's product offerings.
Requirements
Requires a BA/BS degree in Finance, Technology, or a related field and 7 years of experience in Financial Services or Software. Candidates must possess strong interpersonal skills and the ability to travel to client sites 20-40% of the time.
Full job description
Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As the 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.
As a 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.
Key Responsibilities
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, wealth management product offerings and upgrades
Maintaining frequent communication and collaboration with internal client account teams and wealth management 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 wealth management market and industry trends and news relevant to CRD and client base
Qualifications
BA/BS degree in Finance, Technology or relevant discipline
7 years’ experience within the Financial Services / Software industry, preferred experience Wealth 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
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, investments 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 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, 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.
State Street is an equal opportunity and affirmative action employer.
The 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.
Employees 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.
Across 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.
We 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.
As 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.
It 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.
At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.
With over 200 years of global financial leadership, we equip institutional investors through a comprehensive suite of capabilities:
Investment Services: Integrated front-to-back solutions across custody, accounting, and operations.
Investment Management: Index and active strategies from one of the world’s largest asset managers.
Markets: Multi-asset trading, FX solutions, and data-driven research to enhance portfolio value.
Who We Are
• 50,000+ employees worldwide
• Active in 100+ markets
• #1 in ETF servicing
What You’ll Find Here
• Executive perspectives and thought leadership
• Timely market commentary and macro insights
• Our views on investment operations, ETFs, private markets, and digital finance
• Stories reflecting our culture, values and commitment to diversity and inclusion
Offices: 1 Congress St, Boston, Massachusetts 02114, US · Avenida Paulista, 283/287, Sao Paulo , 01311-000, BR · 3550 Lenox Road, NE, 15th Floor, Atlanta, Georgia 30326, US · 801 Cassatt Road, Suites 211 and 300, Berwyn, Pennsylvania 19312, US · East 3rd Ring Road, Unit 01-02, 15F, East Tower No.1, Chaoyang, Beijing 100020, CN
How much do Consulting jobs in Burlington, MA pay?
Based on 68 listings with disclosed salaries, most consulting jobs in Burlington, MA pay between $66k–$216k per year. Individual offers vary with seniority, company size, and specialization.
How many Consulting jobs are open in Burlington, MA right now?
There are currently 78 open consulting positions in Burlington, MA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Consulting roles in Burlington, MA?
Companies currently hiring include State Street, Capgemini, Mantis Innovation, Keurig Dr Pepper Inc., Overland Contracting Inc., among others. Browse the listings above to see every active employer.
Are there remote or hybrid Consulting jobs in Burlington, MA?
Yes — 49 of the 78 open consulting positions offer remote or hybrid work (11 remote, 38 hybrid).
How do I apply for Consulting jobs in Burlington, MA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
