FormativGroup

Consultant

• Manage end‑to‑end trade workflows in Aladdin, proactively resolving issues, validating cash and positions, and reducing operational risk through targeted Excel/SQL checks.
• Apply strong understanding of the full trade lifecycle and downstream dependencies to ensure accurate execution and minimize exceptions.
• Utilize Aladdin Front Office tools—including OMS, pre‑trade compliance checks, live blotters, exposure dashboards, and analytics—to manage orders and monitor real‑time positions.
• Leverage Aladdin post‑trade views such as allocation status, confirmation/matching queues, and settlement ladders to anticipate operational issues.
• Identify and escalate operational risks early, communicating effectively with Trading, Post‑Trade Operations, and external counterparties.

Technical Consultant, Aladdin Front Office

Salesforce Developer

• Lead solutioning efforts and drive technical and functional architecture of scalable Salesforce implementations
• Collaborate closely with pre-sales and engagement teams to shape solution vision
• Define architectural standards and ensure platform health
• Mentor technical teams while guiding the optimization and evolution of the Salesforce ecosystem
• Identify how a client’s architecture fits together and provide strategic and technical advice
• Model processes, architecture, data structures, and information required to support the client’s projects
• Develop enterprise-grade information architecture and processes that realize the value of Salesforce.com application technology
• Set standards for programming tools and techniques, and advise on their application and compliance

Salesforce Solution Architect

• 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.

Technical Consultant

• 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

Senior Technical Consultant

Sales

• Design, implement, operate, and integrate Salesforce solutions to improve business processes, scalability, and operational efficiency
• Serve as a trusted advisor, providing expert guidance on Salesforce administration, configuration, and implementation best practices
• Lead Salesforce automation initiatives using Flows and declarative tools to streamline workflows and optimize system performance
• Partner with business stakeholders to gather requirements, lead process discovery sessions, and deliver tailored, scalable CRM solutions
• Proactively identify project risks, dependencies, and system limitations, recommending alternative approaches and mitigation strategies
• Support the overall health and governance of the Salesforce environment, including release management, system upgrades, and ongoing optimization
• Oversee Salesforce reporting and analytics efforts, developing dashboards, reports, and performance insights to support business decision-making
• Define, implement, and enforce Salesforce data management, quality, and governance standards
• Perform advanced Salesforce administrative functions, including user access, security, workflows, Process Builder, and Flow configurations
• Collaborate closely with Sales, Marketing, and cross-functional teams to improve adoption, performance, and CRM-driven insights
• Design and implement end-to-end business processes for supported teams
• Support and manage integrations between Salesforce and enterprise applications using approved integration patterns
• Provide responsive, solution-oriented support to users and stakeholders, including troubleshooting and issue resolution.

Technical Consultant, Aladdin Front Office

Salesforce Solution Architect

Technical Consultant

Senior Technical Consultant

Salesforce Certified Consultant