Generalist Implementation Manager (Functional – CRIMS/OMS)

Conch Technologies • Boston, MA

2d • Onsite

About The Position

The Generalist Implementation Manager (Functional – CRIMS/OMS) supports implementation work for CRIMS/OMS platforms. The role gathers and analyzes business requirements and translates them into functional specifications, while supporting client workflows across trading, portfolio management, and investment operations.

The position also configures and validates compliance rules, defines user privileges and access controls, and supports client testing phases such as UAT, scenario validation, and workflow testing. It serves as a liaison between business users, technical teams, and stakeholders.

Requirements

• Prior experience with Charles River IMS or an equivalent OMS platform.
• Understanding of the trading lifecycle, portfolio management, and investment workflows.
• Ability to gather requirements and translate them into functional specifications.
• Ability to configure and validate compliance rules, basic logic, and rule behavior.
• Experience defining and implementing user privileges, access controls, and role-based entitlements within CRIMS.
• Experience with UAT, scenario validation, and workflow testing.

Responsibilities

• Gather and analyze business requirements and translate them into functional specifications.
• Support client workflows across trading, portfolio management, and investment operations.
• Configure and validate compliance rules, including rule logic and behavior.
• Define and implement user privileging, access controls, and role-based entitlements.
• Support client testing phases, including UAT, scenario validation, and workflow testing.
• Serve as a liaison between business users, technical teams, and stakeholders.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed