Wealth Professional Services Consultant, Officer

State Street

Consultant in Wealth Management implementing and upgrading Charles River solutions at wealth management clients. Leading client requirements analysis, training, and project support for software solutions.

Posted 5/22/2026full-timeBurlington • Massachusetts, New Jersey • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $118,750 per yearWebsite

Tech Stack

Tools & technologies

SDLCSQL

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

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Applicant Tracking System Keywords

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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