Financial Services Tech Consulting - Wealth Asset Management - Manager - Charles River Development

Location:

New York, Chicago, Boston, Philadelphia, Charlotte and Washington

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance.

Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

You will leverage your extensive Charles River Development (CRD) expertise and SaaS experience to design, implement, and support cutting‑edge investment management solutions. Collaborating with cross‑functional teams, you will configure innovative workflows, manage seamless integrations, and ensure a smooth transition to CRD’s SaaS platform, all while maintaining peak operational efficiency and compliance alignment. Your deep technical knowledge of CRD, combined with strategic leadership, will drive multiple high‑impact implementation projects across trading, compliance, portfolio management, and post‑trade functions.

As a platform owner and delivery leader, you will partner with senior stakeholders across technology and business teams to ensure CRD solutions are robust, scalable, and perfectly aligned with the firm’s strategic vision. This role blends hands‑on project leadership with the opportunity to shape the long‑term roadmap within a dynamic and rapidly growing investment organization.

• Lead multiple CRD implementation and enhancement projects end‑to‑end, from requirements through deployment and stabilization

• Lead Saas migration activities including environment readiness, data migration, regression testing and coordinating with infrastructure teams

• Define the CRD roadmap, prioritizing initiatives that improve efficiency, data quality and compliance

• Drive and oversee CRD platform configuration, compliance rule setup, workflows, and integration points across modules

• Design and validate CRD integrations with IBOR, data warehouses, performance, risk and accounting systems

• Ensure seamless data flows through CRD data loader, FIX connectivity, SDK, APIs and other integration tools maintaining reliability and performance across environments

• Partner with data management teams to design and maintain CRDs ADP and EDM integrations

• Manage reference data, pricing, and security master integration to support accurate instrument setup, validation and testing

• Lead and coordinate system upgrades, regression testing and configuration migrations across environments (DEV, UAT, PROD)

• Establish data governance and quality control framework with CRD, ensuring consistency across upstream and downstream systems

• Leverage SQL and data analysis tools to validate data, support investigations and deliver actionable insights to stakeholders

• Manage a team of business analysts, providing mentorship, technical guidance and professional development opportunities

• Lead cross‑functional communication between front, middle and back‑office teams, translating complex technical topics into clear business language

• Promote best practices in system configuration, change management and delivery methodology ensuring consistent project execution across teams

• Stay current on CRD product enhancements, new modules and industry trends to proactively identify opportunities for system improvement and automation

Collaborate with client technology professionals and strategic…