Purpose of Role:

The award-winning Charles River Investment Management System (CR IMS) enables sound and efficient investing across all asset classes to our prestigious clients.  We continue to be a market leading solution for investment managers across the Institutional investment, Wealth Management and Hedge Fund industries.

Charles River’s Relationship Management team 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.

Charles River’s Product Management team define and drive the direction of future product enhancements within CR IMS, working closely with clients to align to their investment strategies, and market innovation and direction

We are looking for a dynamic, engaging and enthusiastic individual to help with our continued growth as a UK intern to assist the Relationship Management and Product Management teams.

The role will have a very marked account ownership connotation but will also allow for exposure to clients externally, and to Sales, Operations and Product Management internally

Main Responsibilities:

The Relationship Manager is responsible for managing key client relationships, serving as a trusted advisor and primary point of contact. The role focuses on deepening client engagement, delivering high-quality service, identifying growth opportunities, and ensuring client needs are met in line with organisational objectives and regulatory standards.

In addition to relationship management, the role includes hands-on project management activity for client-led initiatives. Coordinating across CRD product, implementation, technology and State Street service teams to deliver strong client outcomes.

Key responsibilities:In partnership with the relationship managing director, manage a portfolio of existing clientsServe as point of contact for front‑office stakeholdersBuild strong, long-term relationships with client stakeholders based on trust and valueDevelop deep understanding of clients’ investment workflows, operating models, and strategic prioritiesEnsure consistent delivery of high-quality service and timely resolution of client issuesManage key CRD initiatives on behalf of the clientWork with cross functional teams across CRD and Alpha to ensure high-quality delivery outcomes across BAU and change initiatives.  Communicate clearly and consistently with clients and internal stakeholders on project status, risks, and dependenciesAssist the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training, or servicesMaintain awareness of market and industry trends and news relevant to CRD and client baseSustain a strong understanding of the Charles River IMS and keeping up-to-date with current offerings and upgrades

Skills and Experience -

5+ years of experience in relationship management, client coverage, delivery, or product roles within financial services or fintechWorking knowledge of Charles River Development (CR IMS) or similar front‑office investment management platforms (OMS, EMS, compliance, IBOR)Ability to foster relationships across client organizations, with decision makers, including good personal and working relationships with end usersDemonstrated experience of client-facing projects, including implementations or change initiativesExperience working with asset managersCommercial awareness with experience supporting revenue growth and client negotiationsBachelor’s degree required; project management certification (PMP, Prince2, Agile) a plusProficiency on Microsoft Office (inc. Excel and Powerpoint) and other similar tools (e.g. PowerBI)Ability to travel to client sites 20% – 40% per calendar yearSelf-motivated with the ability to operate independently and as a member of a team.Strong analytical and problem-solving skills.Ability to multi-task and successfully manage simultaneous prioritiesProven organizational skills with attention to detail.

Required Competencies -

Client relationship and stakeholder management skillsAbility to manage multiple workstreams, timelines, and stakeholders concurrentlyExcellent communication, presentation, and issue‑resolution capabilitiesStructured, delivery-focused mindset with strong attention to detailSound judgment, risk awareness, and ownership mentalityComfortable operating in a client-facing, delivery-driven environment

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, investment 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 you 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, experiences 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.

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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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