FormativGroup

Technical Consultant

FormativGroup

full-time

Posted on:

Location Type: Remote

Location: Arizona • California • United States

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Salary

💰 $125,874 - $152,848 per year

About the role

  • 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.

Requirements

  • 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.
Benefits
  • Medical
  • Dental
  • Vision
  • 401(k)
  • Paid time off
  • Discretionary bonuses
  • Commissions
  • Comprehensive benefits package
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Charles River ConfigurationAPI ConfigurationBatch ProcessingWealth Management WorkflowsUser Journey DesignData IntegrityRole-Based EntitlementsNavigation StructuresPortfolio TransitionsTroubleshooting API Interfaces
Soft Skills
Stakeholder EngagementTeam LeadershipClear CommunicationRequirement AlignmentIssue ResolutionCross-Functional CollaborationInfluencing DecisionsExpectation Management