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Added 8 mins ago
NB
Chief Analyst Financial Performance
National Bank of Canada
Montreal, QC
- Full-time
Act as an expert advisor to the Finance partner and the supported business line, actively advising them on opportunities to improve processes and profitability drivers
Added 8 mins ago
NB
Senior Legal Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior legal advisor in the Personal Banking and Intellectual Property team, Projects Sector within the Legal Affairs at National Bank means acting as a specialist in banking…
Added 8 mins ago
NB
Senior Manager Onboarding
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Manager, Onboarding in the National Bank Trust team at National Bank means acting as a strategic integration lead for complex client and portfolio manager lifecycle…
Added 8 mins ago
CF
Director, Procurement
CI Financial
Toronto, ON
- Full-time
Act as a trusted advisor to business leaders on vendor strategy, commercial considerations, and supplier decisions.
Added 3 hours ago
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Registered Nurse
Jobbe
Quispamsis, NB
- Part-time
Added 11 hours ago
EH
Business Development Account Manager (AM) - Western Canada
Edgewood Health Network Inc
Canada
- $80,000 to $95,000 CAD / year
- Full-time
Serve as a trusted advisor and primary point of contact for assigned clients, ensuring they feel heard, supported and valued.
Added 12 hours ago
PSR Catalog & TM Forum Enterprise Architect
Prodapt
Canada
The role will serve as a strategic architecture advisor to Enterprise Architecture, defining the Future Mode of Operations (FMO) for quote-to-order, order-to-fulfillment, billing, and…
Added 12 hours ago
K
Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG
AB · Winnipeg, MB · Saint John, NB · Fredericton, NB · Moncton, NB · Sudbury, ON · Hamilton, ON · Kingston, ON · North Bay, ON · London, ON · Toronto, ON · Windsor, ON · Ottawa, ON · Oakville, ON · Kitchener, ON · Vaughan, ON · Waterloo, ON · Perth, ON · St. Catharines, ON · Mont-Royal, QC · Montreal, QC · Brossard, QC · Joliette, QC · Terrebonne, QC · Quebec, QC · Saint-Eustache, QC · Swift Current, SK · Regina, SK · Langley (District), BC · Prince George, BC · Victoria, BC · Chilliwack, BC · Abbotsford, BC · Vernon, BC · Kamloops, BC · Burnaby, BC · Vancouver, BC · Quesnel, BC · Kelowna, BC · Halifax, NS · St. John's, NL · Calgary, AB · Lethbridge, AB · ON · Kanata, Ontario · Edmonton, Alberta · Langley, British Columbia · Mount Royal, Quebec · Saint-Laurent, Quebec
- Full-time
Stakeholder leadership & partnership: Act as a trusted talent advisor to senior business and HR leaders. Build credibility across a complex, matrixed stakeholder environment; navigate…
Added 13 hours ago
B
Building Enclosure Engineer
BPA
Ottawa, ON · Kanata, ON
- Full-time
We are seeking a Senior Building Enclosure Engineer to join our Building Science and Restoration team.
Added 13 hours ago
T
Strategic Industry Advisor - Lumber & Forest Products
Timberflows
Cambridge, ON
- Full-time
We are seeking a Strategic Industry Advisor - Lumber & Forest Products with extensive senior-level experience in the lumber, forest products, lumber distribution, trading, or related…
Added 15 hours ago
OS
Manager / Senior Manager, Healthcare - Industries and Government Practice
Optimus SBR
Toronto, ON
- Full-time
…complex problems, guiding teams, and working directly with senior client stakeholders to deliver actionable, implementable…
Added 15 hours ago
C
Senior Financial Advisor - Abitibi-Témiscamingue
CIBC
Val-d'Or, QC
- Full-time
…financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking…
Added 15 hours ago
C
Senior Financial Advisor - CIRO-MFD/AMF - Beloeil
CIBC
Beloeil, QC
- Full-time
…financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking…
Added 15 hours ago
B
Market Leader Financial Planning
BMO
Toronto, ON
- Full-time
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Added 15 hours ago
B
SENIOR BUSINESS ADVISOR, BUSINESS STRATEGY - Toronto
BDC
Toronto, ON
- Full-time
As a Senior Business Advisor, Strategy within BDC Advisory Services, you act as a senior strategic advisor to entrepreneurs and executive teams at pivotal moments of growth, transformation,…
Added 16 hours ago
AC
Senior Manager, Indirect Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our Indirect Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a…
Added 16 hours ago
AC
Senior Manager, U.S. Corporate Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our U.S. Corporate Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework.…
Added 17 hours ago
M
AI Business Solutions
Microsoft
Calgary, AB · Edmonton, AB · Vancouver, BC · Winnipeg, MB
- Full-time
We are seeking an experienced Copilot Cloud Solution Architect to serve as a trusted advisor and technical leader for Microsoft's strategic Retail & Consumer Goods customers.
Added 18 hours ago
AI Learning Associate Director - Learning and Development (18-month contract)
EY
Edmonton, AB · AB · Vancouver, BC · Victoria, BC · Winnipeg, MB · Dieppe, NB · St. John's, NL · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · ON · Saskatoon, SK · Waterloo, ON · Calgary, AB
As the AI Learning Associate Director, you will serve as a strategic advisor and learning capability leader responsible for shaping, scaling and activating EY Canada's AI learning strategy,…
Added 18 hours ago
WI
Senior Principal Engineer / Technical Director - Tailings & Mine Waste
WSP in Canada
Victoria, BC
- Full-time
As a Senior Principal Engineer / Technical Director - Tailings & Mine Waste, you will serve as a recognized technical authority and strategic advisor, leading some of the most complex and…
Added 18 hours ago
WI
Senior Principal Engineer / Technical Director - Tailings & Mine Waste
WSP in Canada
Victoria, BC
- Full-time
As a Senior Principal Engineer / Technical Director - Tailings & Mine Waste, you will serve as a recognized technical authority and strategic advisor, leading some of the most complex and…
Added 20 hours ago
C
Vice President Human Resources
Confidential
Toronto, ON
- $250,000 to $330,000 CAD / year
- Full-time
…sit on the executive leadership team, and act as a trusted advisor to senior leaders and the…
Added 20 hours ago
C
Advisor, Business and Strategic Planning (Telework/Hybrid)
CBC/Radio-Canada
Toronto, ON
- Full-time
Reporting to the Senior Director, Digital Operations, you'll join the Digital Products and Innovation team (PIN/DP&I) where a major initiative is underway to modernize CBC/Radio-Canada’s…
Added 22 hours ago
SM
Audit Supervisor
Soren McAdam LLP
High Level, AB
- Full-time
Career goals are typically set with the individual’s career advisor throughout each year. These annual plans ensure that you’re staying on track for what will make your future bright.…
Added 22 hours ago
PE
Account Coordinator
PheedLoop Events
Toronto, ON
- Full-time
Build strong client relationships and act as a trusted advisor.

State Street

Senior Client Manager

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 29, 2026
Posting language: English
Posted: Sep 29, 2026

Original job description

Who We Are Looking For

Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As a Senior Client Manager, 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. Senior 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.

Why this role is important to us

As 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 experiences, while advancing the goals of the organization.

What You Will Be Responsible For

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, offerings and upgrades
Maintaining frequent communication and collaboration with internal client account teams and business units
Establishing long-term, strategic objectives for each client and measure success against account plan goals
Maintaining awareness of market and industry trends and news relevant to CRD and client base
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

What We Value

These skills will help you succeed in this role

Demonstrable strong communication and presentation skills including the ability to articulate and 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, including strong project management skills
Self-motivated with the ability to operate independently and as a member of a team

Education & Preferred Qualifications

BA/BS degree in Finance, Technology or relevant discipline
15 years’ experience within the Financial Services / Software industry, preferred experience in Relationship Management, Professional Services or similar functioning role

Additional Requirements

Ability to travel to client sites 20% – 40% per calendar year

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.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

Job ID: R-793629

Apply About employer

More about this job

Responsibilities

Manage a portfolio of Charles River IMS accounts, building strategic relationships with senior client leaders and ensuring client satisfaction, retention, and growth. Coordinate effective project delivery, support, issue resolution, and communication across client and internal teams, while identifying opportunities to expand services and product adoption.

Requirements

A bachelor’s degree in Finance, Technology, or a relevant discipline is preferred, along with 15 years of experience in financial services or software, ideally in relationship management, professional services, or a similar role. Candidates should demonstrate strong communication, relationship-building, analytical, organizational, and project management skills, and be able to travel to client sites 20%–40% of the year.

Skills

Client Retention
Account Management
Strategic Planning
Communication
Presentation Skills
Relationship Building
Analytical Skills
Problem-Solving
Multitasking
Organizational Skills
Project Management
Financial Services
Software Industry Knowledge
Revenue Growth
Client Issue Resolution

Benefits

Inclusive Development Opportunities
Flexible Work-Life Support
Paid Volunteer Days
Employee Networks

Visa sponsorship

Not detected in the job text

Keywords

Charles River IMS
Financial Services
Software Industry
Investment Management
Investment Banking
Account Management
Client Satisfaction
Client Retention
Revenue Growth
Strategic Alignment
Account Planning
Project Delivery
Professional Services
Executive Engagement
Client Support
Issue Resolution
Product Upgrades
Application Modules
Training Services
Market Trends
Project Management
Information Requests
Client Service
Business Development

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