Lead or directly contribute to CRIMS implementations. Analyze and evaluate requirements while providing product expertise and guidance throughout the implementation project.
Ensure the solutions developed by Charles River meet the customer’s business needs and that the customer is prepared to assume ownership and operate the solution after go-live.
Provide assistance to other members of the Professional Services team and pro-actively develop and share best practices.
Analyze and evaluate customer requirements in order to help Charles River respond to sales opportunities. Prepare and deliver sales presentations.
Educate customers on the methodologies and functionality provided by CRIMS.
Advise on best practices regarding the implementation and operation of Charles River solutions and services.
Monitor and evaluate customer requirements to identify potential enhancements to Charles River solutions and services.

Minimum of 5 years of experience with the implementation of mission-critical financial solutions.
Experience in the implementation of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable.
Hands-on experience implementing investment management software, preferably an order management and compliance system.
Substantive in one or more of the following: fixed income, equity financial instruments, understanding of investment management or wealth management workflows, derivatives and FX instruments.
Understanding of multi-tier technical architectures and relational database structures.
Familiarity with SQL, FIX and Crystal Reports is a plus.
A strong record of customer service.

Generous medical care
Insurance coverage including basic life, medical, dental, vision, long-term disability
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to our Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards

Senior/Principal Implementation Manager – Investment Software Implementation, Multi-Asset

Key skills