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

Charles River Development

Stamford, CT, USA
Base: $125,000 - $215,000 annual; bonus/equity: no...
Fully remote
Crims implementation and upgrade
Wealth management subject matter expert
Client requirement analysis and definition
Principal Consultants serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS) at wealth management clients

Job Summary

  • Principal Consultants serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS) at wealth management clients.
  • Contributions include leading and defining client requirements, configuring and tuning the solution, training clients, testing workflows, and resolving issues before taking the client live.
  • The team is part of Charles River Development (CRD), which became a part of State Street in 2018, and contributes to the State Street Alpha platform.

Matching Summary

Principal Consultants serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS) at wealth management clients.

Salary

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

Skills & Requirements

Must-have

  • CRIMS implementation and upgrade
  • Wealth Management subject matter expert
  • Client requirement analysis and definition
  • Solution configuration and tuning
  • Charles River Development (CRD) software

Nice-to-have

  • Emerging technologies like AI and Blockchain
  • Strong consulting and client relationship skills
  • Team player and knowledge sharing
  • Proactive development and sharing of best practices

Key Requirements

  • Four (4) year degree in business or technical field
  • Experience supporting or implementing wealth management solutions
  • Strong knowledge of wealth management industry practices
  • Basic command of SQL and understanding of relational databases
  • Ability to travel 30%-50% within US and Canada

Work Rights

Not specified

Tailored Resume

Cover Letter