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State Street

Senior Client Manager

Toronto, ON, Canada

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

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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

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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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