Senior Technical Consultant

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