Technical Consultant, Charles River Everywhere

FormativGroup • White Plains, NY

10h • Remote

About The Position

The role of the highly experienced Technical Consultant, Charles River Everywhere (CRE) is to lead workflow design and platform configuration within an advisor-driven wealth management environment. This role is responsible for end-to-end CRE user journey design, functional configuration, IBOR batch support, and API-driven integrations that enable front-, middle-, and back-office processes. The ideal candidate combines deep wealth management expertise with hands-on CRE configuration experience and a strong understanding of IBOR and system integrations. This individual will serve as a key liaison between business and technology stakeholders, driving alignment, execution, and production delivery.

Requirements

• Wealth Management Expertise: Strong understanding of advisor-driven wealth management processes, workflows, and user journeys.
• 6 yrs Charles River Configuration Skills: Hands-on experience configuring Charles River Everywhere, including workflows, entitlements, views, layouts, and navigation.
• Integration & API Knowledge: Demonstrated ability to configure, validate, and troubleshoot API-driven interfaces supporting front-, middle-, and back-office needs.
• IBOR Functional Understanding: Experience supporting or configuring Charles River IBOR batch jobs and related operational processes.
• Stakeholder Leadership: Proven ability to lead cross-functional meetings, gather requirements, influence decisions, and manage expectations with business and technical partners.

Responsibilities

• Lead CRE Workflow Design: Oversee end-to-end user journey design for advisor-driven wealth management workflows, collaborating with business stakeholders to ensure alignment with business needs.
• Configure CRE Functional Components: Configure CRE user workflows, navigation structures, role-based entitlements, layouts, and views; coordinate with Charles River teams to deploy updates into Production environments.
• Manage IBOR Batch Processing: Configure and validate batch jobs required to support Charles River IBOR processes, ensuring accurate and timely data integrity.
• Enable API-Driven Integrations: Configure and validate APIs supporting new accounts, updates, client restrictions, servicing requests (contributions, withdrawals, tax selling), portfolio transitions, and other CRE-enabled processes.
• Facilitate Stakeholder Engagement: Lead team meetings and working sessions with business teams, ensuring clear communication, requirement alignment, and timely issue resolution.

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