Wealth Management Implementation Specialist

• Serve as a Wealth subject-matter expert within CRIMS implementation and upgrade projects

• Analyze and evaluate requirements while providing product expertise and guidance throughout the project

• Ensure the solution meets the client’s business needs and that the client is prepared to assume ownership and operate the solution after go-live

• Provide assistance to other members of the Professional Services team and proactively develop and share best practices

• Educate clients on the functionality provided by CRIMS

• Advise on best practices regarding the implementation and operation of Charles River solutions and services

• Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions and services

• Document and communicate product improvements as part of client-specific implementation projects or in response to trends in the marketplace

• Contribute to software quality by clearly communicating defects to Technical Support and Product Management

• Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes

• Identify errors and mistakes in documentation and suggest corrections and improvements

Requirements

• Experience supporting or implementing wealth management solutions within a wealth management firm or software provider
• Experience with managed account (SMA/UMA) programs, mutual fund wrap programs, Rep as PM, and Rep as Advisor programs is especially valuable
• Basic command of SQL and understanding of relational databases
• Familiarity with FIX or similar protocols is a plus
• Familiarity with Crystal Reports or similar reporting packages is a plus
• Familiar with SDLC Lifecycle
• A strong appreciation of client service
• Strong verbal and written communication skills including the ability to convey plans, issues and risks to clients and team members in a clear and concise manner
• Strong problem-solving skills
• Strong time management skills including the ability to manage multiple projects in parallel

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Hard Skills

• SQL
• relational databases
• managed account programs
• mutual fund wrap programs
• Rep as PM
• Rep as Advisor
• FIX protocol
• Crystal Reports
• SDLC Lifecycle

Soft Skills

• client service
• verbal communication
• written communication
• problem-solving
• time management