Senior Consultant, AVP – Charles River Development

State Street

Senior Consultant implementing CRIMS investment-management software for State Street’s institutional-finance clients. Leading requirements, configuration, testing, training, sales support, and client go-live readiness.

Posted 8/7/2026full-timeSydney • 🇦🇺 AustraliaSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in implementing financial solutions, particularly in investment management systems, while effectively managing client relationships and delivering tailored solutions. Possesses strong analytical skills and a customer-driven approach to support sales opportunities and enhance product offerings.

Highest-signal resume keywords

Implementation Of Investment Management SystemsFinancial Industry ExperienceCustomer Relationship ManagementAnalytical And Problem-Solving SkillsSQL And FIX Familiarity

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Investment Management Software ImplementationFront Office Investment Management SystemsMiddle Office Investment Management SystemsBack Office Investment Management SystemsFixed Income Financial InstrumentsEquity Financial InstrumentsRelational Database StructuresMulti-Tier Technical ArchitecturesOrder Management SystemsCompliance Systems

Soft Skills

Strong Customer ServiceEffective CommunicationInfluencing Decision MakersTime ManagementTeam Collaboration

Tools & Technologies

SQLFIXCrystal Reports

Certifications & Qualifications

CFAAdvanced Degree In Finance, Mathematical Finance, Economics, Engineering, Or Computer Science

Industry Keywords

Financial SolutionsWealth ManagementHedge FundAsset ManagementInvestment Management WorkflowsDerivativesFX Instruments

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Lead or directly contribute to CRIMS implementations
Analyze and evaluate requirements and provide product expertise throughout implementation projects
Configure solutions to meet customer business and technical needs
Ensure customers are prepared to operate the solution after go-live
Provide assistance to Professional Services team members and share best practices
Analyze customer requirements to support sales opportunities
Prepare and deliver sales presentations
Execute proof-of-concept projects for potential customers
Educate customers on CRIMS methodologies and functionality
Advise on implementation and operation best practices
Monitor customer requirements and identify potential product enhancements
Document and communicate product improvements
Communicate software defects to Client Support and Product Management
Support defect resolution by describing defects and validating fixes
Identify and suggest corrections to documentation errors

Requirements

What you’ll need

At least 8 years of hands-on experience in the financial industry at a consultancy or software vendor
Experience leading implementation of Front, Middle, or Back Office Investment Management systems
Minimum 8 years of experience implementing mission-critical financial solutions
Experience implementing a financial system within a bank, hedge fund, asset manager, or wealth management firm
Hands-on experience implementing investment management software, preferably an order management and compliance system
Substantive expertise in fixed income or equity financial instruments
Understanding of investment management or wealth management workflows, derivatives, and FX instruments
Understanding of multi-tier technical architectures and relational database structures
Strong customer service record and ability to build effective client relationships
Ability to convey plans, issues, and concerns clearly, logically, and concisely
Ability to influence key internal and external decision makers
Customer-driven approach and ability to work within a team environment
Strong time management and ability to manage multiple projects in parallel
Strong problem-solving and analytical skills
Four-year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science
Ability to travel to client sites throughout the United States and Canada
Ability to work effectively when remote from clients
Travel of 30–50% is typical and may exceed that in a given year
Familiarity with SQL, FIX, and Crystal Reports is a plus
Advanced degree or industry certification such as CFA is a strong plus

Benefits

Comp & perks

Competitive and comprehensive benefits packages
Generous medical care
Insurance and savings plans
Flexible Work Program
Development programs and educational support
Tools to help balance professional and personal life
Paid volunteer days
Matching gift program
Access to employee networks
Inclusive development opportunities
Flexible work-life support