Wealth Professional Services Consultant, Officer

State Street UK

Base: $70,000 - $118,750 annual; bonus/equity: eli...
Fully remote
Wealth subject-matter expert
Crims implementation experience
Client requirements analysis
Consultants serve as subject-matter experts in implementing and upgrading the Charles River Investment Management Solution for wealth management clients

Job Summary

  • Consultants serve as subject-matter experts in implementing and upgrading the Charles River Investment Management Solution for wealth management clients.
  • The role requires analyzing client requirements, configuring solutions, and ensuring clients are prepared to operate the system after go-live.
  • Employees benefit from a comprehensive benefits program including 401K matching, insurance coverage, paid time off, and incentive compensation.

Matching Summary

Consultants serve as subject-matter experts in implementing and upgrading the Charles River Investment Management Solution for wealth management clients.

Salary

Base: $70,000 - $118,750 Annual; Bonus/Equity: Eligible for annual performance-based awards; Benefits: Comprehensive program including 401K match, insurance, PTO

Skills & Requirements

Must-have

  • Wealth subject-matter expert
  • CRIMS implementation experience
  • Client requirements analysis
  • SQL and relational databases
  • SDLC lifecycle familiarity

Nice-to-have

  • Managed account program knowledge
  • FIX protocol familiarity
  • Crystal Reports experience
  • Strong client service appreciation
  • Team collaboration skills

Key Requirements

  • 2-3+ years of relevant experience
  • Four-year degree in business or technical field
  • Basic proficiency in SQL and relational databases

Work Rights

Not specified

Tailored Resume

Cover Letter