Implementation Manager - Wealth / Uma - Vp - Charles River Development - Investment Software Implementation

Charles River Development

Stamford, CT, US
Base: $125,000 - $215,000 annual; bonus/equity: no...
Fully remote
Wealth management implementation expertise
Charles river investment management solution (crims)
Client requirements analysis and configuration
Principal Consultants serve as subject-matter experts in implementing and upgrading CRIMS for wealth management clients, ensuring solutions meet business needs and client readiness

Job Summary

  • Principal Consultants serve as subject-matter experts in implementing and upgrading CRIMS for wealth management clients, ensuring solutions meet business needs and client readiness.
  • The team is part of Charles River Development, a State Street company that delivers next-generation investment management software solutions including State Street Alpha platform.
  • State Street offers competitive benefits, flexible work programs, and fosters an inclusive environment valuing diversity and community engagement.

Matching Summary

Principal Consultants serve as subject-matter experts in implementing and upgrading CRIMS for wealth management clients, ensuring solutions meet business needs and client readiness.

Salary

Base: $125,000 - $215,000 Annual; Bonus/Equity: Not specified; Benefits: Comprehensive benefits including 401K match, insurance, paid time off, and incentive compensation

Skills & Requirements

Must-have

  • Wealth management implementation expertise
  • Charles River Investment Management Solution (CRIMS)
  • Client requirements analysis and configuration
  • Onsite presence at client location
  • SQL and relational database knowledge
  • Strong consulting and client service skills

Nice-to-have

  • Experience with AI and Blockchain technologies
  • Mentoring and knowledge sharing
  • Strong verbal and written communication
  • Problem-solving and root cause analysis
  • Time management and multitasking
  • Familiarity with FIX protocol

Key Requirements

  • Four year degree in business or technical field
  • Experience in wealth management solutions implementation
  • Travel availability 30%-50% in US and Canada
  • Strong knowledge of wealth management industry practices
  • Advanced degree or CFA certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter