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 pro
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