Implementation Manager - Wealth / Uma - Vp - Charles River Development - Investment Software Implementation
Charles River Development
Stamford, CT, USA
$125,000 - $215,000 annual py
Fully remote
Crims expertise
Wealth management practice
Client requirement analysis
Serve as subject-matter expert in wealth management implementation and upgrade projects, analyzing and evaluating requirements while providing product expertise and guidance
Job Summary
Serve as subject-matter expert in wealth management implementation and upgrade projects, analyzing and evaluating requirements while providing product expertise and guidance.
Educate clients on the functionality provided by CRIMS, advise on best practices, and monitor client requirements to identify potential enhancements.
Contribute to software quality by clearly communicating defects to Technical Support and Product Management and supporting the defect resolution process.
Matching Summary
Serve as subject-matter expert in wealth management implementation and upgrade projects, analyzing and evaluating requirements while providing product expertise and guidance.
Salary
$125,000 - $215,000 Annual
Skills & Requirements
Must-have
CRIMS expertise
Wealth Management practice
Client requirement analysis
Solution configuration and tuning
Client training and issue resolution
Charles River Development (CRD)
Nice-to-have
Emerging technologies like AI and Blockchain
Open front-to-back platform
Familiarity with FIX or similar protocols
Key Requirements
Four (4) year degree in a 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 to client sites throughout the United States and Canada