Hiring: Client Manager, AVP Investment Trading Software - Charles River Development Company: Charles River Development Location: Sacramento, CA Job Posted Time: 2026-09-15 13:23:58 Employment Type: On-site Target Skills & Keywords : Business Analysis, Derivatives, Equities, Fixed Income About the job Experience: •5 years experience within the Financial Services / Software industry, preferred experience Asset Management and in Relationship Management, Business Analysis or similar functioning role Required Skills: •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. •Maintaining frequent communication and collaboration with internal client account teams and Alpha 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 investment management market and industry trends and news relevant to CRD and client base Qualifications: •BA/BS degree in Finance, Technology or relevant discipline •Demonstrable strong communication and presentation skills including the ability to articulate or present issues, options and resolutions verbally and in writing •Demonstrated capacity 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 •Demonstrated capacity 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 •Demonstrated capacity to travel to client sites 20% – 40% per calendar year •Keyword: Fixed Income, Equities, Front-Office, buyside, Derivatives, FX, Middle-Office and Back-Office Compensation: •$90,000 - $157,500 / year •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!