Senior Technical Consultant Charles River Everywhere

Summary

The role of the experienced Senior Technical Consultant, Charles River Everywhere (CRE) is to support the configuration and optimization of advisor workflows within a wealth management environment. This individual will play a key role in designing user journeys, enhancing advisor-facing processes, and aligning platform capabilities with business needs. The ideal candidate brings hands-on CRE configuration experience and a strong understanding of advisor-driven business operations. This role requires both technical proficiency and the ability to collaborate effectively with business and technology stakeholders.

Responsibilities

• 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

Qualifications

• Demonstrated experience within wealth management environments, particularly supporting advisor-driven business processes
• 8 yrs Hands-on experience configuring Charles River Everywhere, including:
• User workflows
• Navigation structures
• Entitlement-based views and layouts
• Strong understanding of advisor workflows and wealth management operational pro