Senior Consultant, Wealth Investment Management Software Implementation - AVP -- Charles River Development
State Street1 day ago
Base Salary
$91k - $141k/yr
Responsibilities
- Serve as a wealth-management subject-matter expert on implementation and upgrade projects.
- Analyze and evaluate client requirements, provide product guidance, and configure and tune CRIMS to meet business and technical needs.
- Train clients, test workflows, resolve issues, and ensure clients are prepared to operate the solution after go-live.
- Advise clients on implementation and operational best practices for Charles River solutions and services.
- Contribute to sales presentations and proof-of-concept projects supporting sales opportunities.
- Identify potential product enhancements, communicate improvements, and contribute to documentation updates.
- Communicate software defects to Technical Support and Product Management and validate resulting fixes.
- Support professional-services colleagues, share best practices, mentor less-experienced colleagues, and help manage multiple projects.
Requirements
- At least five years of experience supporting or implementing wealth-management solutions within a wealth-management firm or software provider.
- Strong knowledge of wealth-management industry practices, including asset allocation, model management, portfolio construction, drift monitoring, tax optimization, pre-trade compliance, rebalancing, and trading workflows.
- Experience with managed account SMA/UMA programs, mutual fund wrap programs, Rep as PM, and Rep as Advisor programs is especially valuable.
- Basic command of SQL and understanding of relational databases; familiarity with FIX or similar protocols is a plus.
- Strong client-service, communication, relationship-building, problem-solving, analytical, time-management, and teamwork skills.
- Ability to mentor colleagues, share knowledge, manage multiple projects in parallel, and communicate plans, issues, and risks clearly.
- Four-year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science.
- Advanced degree or industry certification such as the CFA is preferred.
- Ability to travel to client sites throughout the United States and Canada and work effectively remotely from clients.
Benefits
- Inclusive development opportunities, flexible work-life support, paid volunteer days, and employee networks.
- Work locations include Boston, Burlington, Clifton, Princeton, Berwyn, Sacramento, Irvine, Atlanta, and Toronto, with travel to client sites and remote work from clients as required.
Tech Stack
Categories
Solutions Engineering
About State Street
State Street is a global custodian bank and asset manager serving institutional investors with investment servicing, fund accounting, trading/FX, data, and index/active strategies. Its products include State Street Global Advisors’ funds and ETFs, the Charles River Investment Management Solution, and the front-to-back State Street Alpha platform. Founded in 1792 and headquartered in Boston, the company is publicly traded on the NYSE (ticker: STT) and operates across major markets worldwide.