Serve as subject-matter expert in wealth management implementation and upgrade projects.
Analyze and evaluate requirements while providing product expertise and guidance throughout the project.
Ensure the solution meets the client’s business needs and that the client is prepared to assume ownership and operate the solution after go-live.
Provide assistance to other members of the Professional Services team and proactively develop and share best practices.
Analyze and evaluate client requirements to help Charles River respond to sales opportunities.
Contribute to sales presentations and proof-of-concept projects to demonstrate the potential of CRIMS to satisfy specific client needs.
Educate clients on the functionality provided by CRIMS.
Advise on best practices regarding the implementation and operation of Charles River solutions and services.
Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions and services.
Document and communicate product improvements as part of client-specific implementation projects or in response to trends in the marketplace.
Contribute to software quality by clearly communicating defects to Technical Support and Product Management.
Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes.
Identify errors and mistakes in documentation and suggest corrections and improvements.

Requirements

Experience supporting or implementing wealth management solutions within a wealth management firm or a software provider.
Strong knowledge of wealth management industry practices.
Experience with asset allocation, model management, portfolio construction, model-based portfolios, drift monitoring, tax optimization, pre-trade compliance, and rebalancing, trading, performance reporting workflows.
Basic command of SQL and understanding of relational databases.
Familiarity with FIX or similar protocols is a plus.
A strong record of client service.
Principal Consultants must understand client needs and build effective relationships.
Must have the ability to work within a team environment and be focused on providing high-quality service to our clients.
Team player who shares knowledge and experience openly.
Takes initiative to keep other team members informed by contributing to “Best Practices” library.
Mentor less-experienced colleagues while leveraging the expertise of more-experienced colleagues.
Strong verbal and written communication skills including the ability to convey plans, issues and risks to clients and team members in a clear and concise manner.
Strong problem-solving skills.
Analytical thinker who can decompose complex issues into components and perform root cause analysis.
Strong time management skills including the ability to manage multiple projects in parallel.

Benefits

generous medical care
insurance and savings plans
retirement savings plan (401K) with company match
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
eligibility for certain tax advantaged savings plans

Applicant Tracking System Keywords

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

Hard Skills & Tools

wealth management solutionsasset allocationmodel managementportfolio constructiondrift monitoringtax optimizationpre-trade compliancerebalancingtradingperformance reporting

Soft Skills

client servicerelationship buildingteam collaborationknowledge sharingmentoringverbal communicationwritten communicationproblem-solvinganalytical thinkingtime management