Senior Technical Consultant, Charles River Everywhere

FormativGroup • White Plains, NY

7h • Remote

About The Position

The role of the experienced Senior Charles River Everywhere (CRE) Consultant is to support the configuration and optimization of advisor workflows within a wealth management environment. This individual will play a key role in designing user journeys, enhancing advisor-facing processes, and aligning platform capabilities with business needs. The ideal candidate brings hands-on CRE configuration experience and a strong understanding of advisor-driven business operations. This role requires both technical proficiency and the ability to collaborate effectively with business and technology stakeholders.

Requirements

• Demonstrated experience within wealth management environments, particularly supporting advisor-driven business processes
• Hands-on experience configuring Charles River Everywhere, including:
• User workflows
• Navigation structures
• Entitlement-based views and layouts
• Strong understanding of advisor workflows and wealth management operational processes
• Ability to communicate effectively with both business users and technical stakeholders
• Strong analytical and problem-solving skills

Nice To Haves

• Working knowledge of Charles River Development (CRD) Investment Book of Record, including:
• Activity posting
• Positions and tax lot maintenance
• Reconciliation with custodial books/ABOR

Responsibilities

• Configure and customize Charles River Everywhere (CRE) to support wealth management operations and advisor workflows
• Design and optimize user journeys, navigation structures, layouts, and entitlement-based views
• Translate advisor and business requirements into scalable CRE configurations
• Partner with wealth management stakeholders to improve advisor-driven processes and platform usability
• Support workflow enhancements across portfolio management, trading, and related wealth processes
• Collaborate with technology teams to ensure system configurations align with broader platform architecture
• Provide guidance on best practices for CRE configuration and process optimization
• Assist with validation, testing, and implementation of configuration changes

Benefits

• employees may be eligible for discretionary bonuses, commissions, or other incentive programs, as well as a comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off, etc.

What This Job Offers

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