Wealth Professional Services Consultant, Officer
Core
Subject-matter expert leading the implementation and upgrade of the Charles River Investment Management Solution (CRIMS) for wealth management clients.
Role type
Wealth Professional Services Consultant (Implementation & Upgrade)
Builds
Enterprise investment management software solutions (CRIMS)
Domain
Wealth Management / Financial Technology
Deliverable
production ML models | product features | client delivery
Required skills
Wealth Management domain expertise, CRIMS solution knowledge, SQL, SDLC lifecycle management, defect analysis, requirements analysis
Preferred skills
Managed account (SMA/UMA) programs, mutual fund wrap programs, Rep as PM/Advisor programs, FIX protocols, Crystal Reports, CFA certification
Technologies
Charles River Investment Management Solution (CRIMS), SQL, FIX, Crystal Reports
Responsibilities
Lead and define client requirements for CRIMS implementation; Configure and tune the solution to client business needs; Train clients and test workflows; Monitor requirements to identify product enhancements; Communicate defects to Technical Support and validate fixes.
Seniority
Mid-level, hands-on IC
