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
