Wealth Professional Services Consultant, Officer
Core
Subject-matter expert in implementing and upgrading Charles River Investment Management Solution (CRIMS) for wealth management clients, leading requirements definition, configuration, testing, and client training.
Role type
Wealth Professional Services Consultant (Implementation & Upgrade)
Builds
Enterprise investment management software solutions (CRIMS) for wealth management clients
Domain
Wealth Management / Financial Services / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Wealth Management domain expertise, CRIMS implementation knowledge, SQL, relational databases, SDLC lifecycle, defect resolution, root cause analysis, client relationship management
Preferred skills
Managed account (SMA/UMA) programs, mutual fund wrap programs, Rep as PM/Advisor programs, FIX protocols, Crystal Reports, CFA certification, advanced degree
Technologies
CRIMS, SQL, FIX, Crystal Reports
Responsibilities
Analyze and evaluate client requirements for CRIMS implementation; Configure and tune CRIMS to client business needs; Train clients and test workflows; Document product improvements and best practices; Communicate defects to Technical Support and Product Management; Manage multiple projects in parallel
Seniority
Mid-level, hands-on IC
