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Senior Technical Consultant at FormativGroup | JobVerse
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Senior Technical Consultant
FormativGroup
Website
LinkedIn
Senior Technical Consultant
United States
Full Time
1 hour ago
$143,039 - $173,690 USD
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About this role
Role Overview
Configure and customize Charles River Everywhere (CRE) to support wealth management operations and advisor workflows
Design and optimize user journeys, navigation structures, layouts, and entitlement-based views
Translate advisor and business requirements into scalable CRE configurations
Partner with wealth management stakeholders to improve advisor-driven processes and platform usability
Support workflow enhancements across portfolio management, trading, and related wealth processes
Collaborate with technology teams to ensure system configurations align with broader platform architecture
Provide guidance on best practices for CRE configuration and process optimization
Assist with validation, testing, and implementation of configuration changes
Requirements
Demonstrated experience within wealth management environments, particularly supporting advisor-driven business processes
8 yrs Hands-on experience configuring Charles River Everywhere, including:
User workflows
Navigation structures
Entitlement-based views and layouts
Strong understanding of advisor workflows and wealth management operational processes
Ability to communicate effectively with both business users and technical stakeholders
Strong analytical and problem-solving skills
Benefits
Medical
Dental
Vision
401(k)
Paid time off
Apply Now
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