Senior Technical Consultant Charles River Everywhere
Role Overview
This senior-level role involves configuring and customizing Charles River Everywhere (CRE) to optimize advisor workflows in wealth management. The consultant designs user journeys, navigation structures, and entitlement-based views, collaborating with business and technology stakeholders to align platform capabilities with operational needs. They play a key role in enhancing processes across portfolio management and trading, ensuring scalable configurations and system integration.
Perks & Benefits
The job is remote, likely offering flexibility in work location and hours, though time zone alignment with stakeholders may be expected. It provides opportunities for career growth through hands-on configuration experience and collaboration with diverse teams in a wealth management environment. The role emphasizes professional development in technical proficiency and process optimization within a supportive, stakeholder-focused culture.
Full Job Description
Summary The role of the experienced Senior Technical Consultant, Charles River Everywhere (CRE) 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.
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
Qualifications
Demonstrated experience within wealth management environments, particularly supporting advisor-driven business processes 8 yrs 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 proPlease mention the word **EXTRAORDINARY** and tag RMmEwMTo0Zjg6MWMxOTpkMTFhOjox when applying to show you read the job post completely (#RMmEwMTo0Zjg6MWMxOTpkMTFhOjox). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human.