Job Summary

The Alpha Client Relationship Manager is a senior client-facing role within Charles River Development (CRD) responsible for managing and growing strategic Alpha client relationships. The role serves as the primary trusted advisor and senior relationship owner for assigned clients, focusing on the adoption, value realisation, and strategic utilisation of CRD and Alpha front-office capabilities.

The position is accountable for driving client satisfaction, retention, executive engagement, and long-term partnership growth through proactive relationship management, strategic account planning, and effective coordination across Charles River Development, Alpha, and broader State Street teams. 

The successful candidate will develop deep relationships with client front-office stakeholders, understand client business objectives, and ensure that CRD and Alpha solutions continue to deliver measurable business outcomes and support the client's evolving operating model. 

Role Scope 

The Alpha Client Relationship Manager operates within the Charles River Development Client Management organisation and serves as the primary relationship lead for assigned Alpha clients from a front-office technology and solutions perspective. 

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. 

Key Responsibilities 

Client Relationship Management 

• 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. 

Client Engagement & Governance 

• 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. 

Strategic Account Planning 

• 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. 

Client Advocacy & Issue Management 

• 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. 

Business Growth & Commercial Management 

• 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. 

Internal Collaboration 

• 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. 

Market & Industry Awareness 

• 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. 

Qualifications & Experience 

• 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. 

About State Street

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.

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