Professional Learning Educational Consultant specializing in Mathematics for Curriculum Associates. Facilitating professional development and supporting educators with classroom training and data analysis.
About the role
- Senior Technical Consultant configuring advisor workflows for wealth management solutions. Partnering with stakeholders to optimize user journeys and enhance platform capabilities in financial technology.
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
Requirements
- 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 processes
- Ability to communicate effectively with both business users and technical stakeholders
- Strong analytical and problem-solving skills
Benefits
- Medical
- Dental
- Vision
- 401(k)
- Paid time off
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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