Senior Consultant, Wealth Investment Management Software Implementation - AVP -- Charles River Development
Core
Senior Consultant serving as a subject-matter expert for implementing and upgrading Charles River Investment Management Solution (CRIMS) for wealth management clients.
Role type
Senior IC implementation consultant (wealth management software)
Builds
Enterprise investment management software solutions (CRIMS) for wealth management firms
Domain
Wealth Management / Financial Services / Investment Management Software
Deliverable
production ML models | product features | client delivery
Required skills
Wealth management implementation expertise, SQL, relational databases, client requirements analysis, solution configuration, workflow testing, defect resolution, sales presentation support, best practices documentation, mentorship
Preferred skills
Managed account (SMA/UMA) programs, mutual fund wrap programs, Rep as PM/Advisor programs, asset allocation, model management, portfolio construction, drift monitoring, tax optimization, pre-trade compliance, rebalancing, trading workflows, FIX protocols, CFA certification, advanced degree
Technologies
CRIMS, SQL, FIX
Responsibilities
Lead and define client requirements for CRIMS implementation and upgrades; Configure and tune the solution to client business and technical needs; Train clients and test workflows before go-live; Analyze client requirements to support sales opportunities and proof-of-concept projects; Educate clients on CRIMS functionality and advise on best practices; Monitor requirements to identify product enhancements and document improvements; Communicate defects to Technical Support and validate fixes; Mentor less-experienced colleagues and contribute to the Best Practices library
Seniority
Senior, hands-on IC with mentorship responsibilities
