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Wealth Professional Services Consultant, Officer
State Street. Serve as a Wealth subject-matter expert within CRIMS implementation and upgrade projects .
Posted 5/22/2026full-timeBurlington • Massachusetts, New Jersey • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $118,750 per yearWebsite
Tech Stack
Tools & technologiesSDLCSQL
About the role
Key responsibilities & impact- Serve as a Wealth subject-matter expert within CRIMS 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
- 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
What you’ll need- Experience supporting or implementing wealth management solutions within a wealth management firm or software provider
- Experience with managed account (SMA/UMA) programs, mutual fund wrap programs, Rep as PM, and Rep as Advisor programs is especially valuable
- Basic command of SQL and understanding of relational databases
- Familiarity with FIX or similar protocols is a plus
- Familiarity with Crystal Reports or similar reporting packages is a plus
- Familiar with SDLC Lifecycle
- A strong appreciation of client service
- 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
- Strong time management skills including the ability to manage multiple projects in parallel
Benefits
Comp & perks- our retirement savings plan (401K) with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SQLrelational databasesmanaged account programsmutual fund wrap programsRep as PMRep as AdvisorFIX protocolCrystal ReportsSDLC Lifecycle
Soft Skills
client serviceverbal communicationwritten communicationproblem-solvingtime management