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Added 20 mins ago
Health & Safety Trainer & Consultant
SafetyCo
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Full-time
…Each year, we support more than 60,000 individuals and 2,000 client organizations across a wide range of…
Added 20 mins ago
Co-Founder & CEO - AI Accounting Agents for CPA Firms
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Deep accounting domain expertise, with hands-on experience managing close processes, tax preparation, workpapers, and client accounting services within CPA firms.
Added 20 mins ago
Senior Manager, International Tax - Vancouver
Deloitte
Vancouver, BC
Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 20 mins ago
Manager International Tax - Vancouver
Deloitte
Vancouver, BC
Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 35 mins ago
Client Advisor
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…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 35 mins ago
Client Advisor - Brampton & Mississauga
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Added 35 mins ago
Associate
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Full-time
Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Added 35 mins ago
Client Advisor
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Added 50 mins ago
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Added 50 mins ago
Director General - North District
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Added 1 hour ago
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Added 1 hour ago
Associate
RBC Dominion Securities
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Full-time
Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Added 1 hour ago
Client Advisor
RBC
Powerview-Pine Falls, MB
Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 1 hour ago
Client Advisor
RBC
Smithers, BC
Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 2 hours ago
Implementation Manager- Investment Software Implementation / Charles River Development - Officer
Charles River Development
Toronto, ON
Full-time
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…
Added 2 hours ago
Community Care Assistant (Community Health Worker)
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$29.76 to $31.64 CAD / hour
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Within the context of a client and family centered care model and in accordance with established vision and values of the organization, the Community Care Assistant works under the…
Added 2 hours ago
MTO Project Manager - Lead Bridge Engineer
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…technical expertise, project management, strong leadership traits, client relationship management, and business development acumen, you will help strengthen LEA's presence across Northern…
Added 2 hours ago
MTO Project Manager - Lead Highway Engineer
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…technical expertise, project management, strong leadership traits, client relationship management, and business development acumen, you will help strengthen LEA's presence across Northern…
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Geotechnical Project Manager
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Toronto, ON
$80,000 to $100,000 CAD / year
Full-time
…America. Our teams bring together expertise in environmental services, compliance, building science and resiliency, occupational health and safety, sustainability, and engineering. We help…
Added 3 hours ago
Commercial Credit Advisor, Agriculture
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Guelph, ON · Calgary, AB
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…Exposure, primarily in the Agriculture industry, and including new client acquisitions and increases at renewal, reviewing and establishing Borrower Risk Rating (BRR) ensuring credit…
Added 3 hours ago
Client Advisor Intern – Mandarin/Cantonese
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This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 3 hours ago
Client Advisor
RBC
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Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 3 hours ago
Client Advisor
RBC
Kerrobert, SK
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This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 3 hours ago
Home Equity Referral Specialist
RBC
Toronto, ON · Mississauga, ON
Full-time
…application doesn't initially fit RBC's criteria. As a One RBC advisor, you connect declined clients with approved third-party lenders while developing realistic transition strategies that…

Charles River Development

Implementation Manager- Investment Software Implementation / Charles River Development - Officer

Toronto, ON, Canada

Pay: $91,000 - $140,500 Annual
Job type: Full-time
Apply by: Oct 31, 2026
Experience: 2-3+ years' experience
Posting language: English
Posted: Oct 1, 2026

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Original job description

What We Are Looking For

Consultants in our Wealth Management practice serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS) at our wealth management clients. Their contributions include leading and defining client requirements, configuring and tuning the solution to the client’s business and technical needs, training clients, testing workflows and resolving issues before taking the client “live”. Consultants are expected to demonstrate basic understanding of the entire CRIMS offering and basic proficiency in Wealth Management.

Why this job is important to us

The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created the first open front-to-back platform - State Street Alpha, that was launched in 2019. Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.

What You Will Be Responsible For

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.

What We Value

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 Lifecyle
A strong appreciation of client service. Consultants must understand client needs and build effective relationships. Must have the ability to work within a team environment and be focused on providing high-quality service to our clients.
Team player who shares knowledge and experience openly. Takes the initiative to keep other team members informed by contributing to Best Practices library. Leverages the expertise of more-experienced colleagues.
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. An analytical thinker who can decompose complex issues into components and perform root cause analysis.
Strong time management skills including the ability to manage multiple projects in parallel.
The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients. Travel of 20%-40% is typical and but may exceed that in any given year.

Education & Preferred Qualifications

Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering or Computer Science. An advanced degree or industry certification such as the CFA is a strong plus.

2-3+ years' experience

Salary Range

$91,000 - $140,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

Job ID: R-790975

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More about this job

Responsibilities

Lead CRIMS implementation and upgrade projects for wealth management clients, including requirements analysis, solution configuration, training, workflow testing, and go-live preparation. Advise clients on product functionality and best practices, support defect resolution, communicate product improvements, and share implementation practices with the Professional Services team.

Requirements

Candidates should have 2–3 or more years of experience supporting or implementing wealth management solutions, with experience in managed account programs especially valuable. A four-year degree in a business or technical field is specified, along with basic SQL and relational database knowledge, strong client-service and communication skills, and the ability to travel 20%–40% or more.

Skills

Wealth Management
Client Requirements Analysis
Solution Configuration
Client Training
Workflow Testing
SQL
Relational Databases
FIX Protocol
Crystal Reports
Root Cause Analysis
Client Service
Project Management
Written and Verbal Communication

Benefits

Inclusive Development Opportunities
Flexible Work-Life Support
Paid Volunteer Days
Employee Networks

Visa sponsorship

Not detected in the job text

Keywords

Charles River Development
CRIMS
State Street Alpha
Wealth Management
Investment Management
Professional Services
Software Implementation
Software Upgrades
Managed Accounts
SMA
UMA
Mutual Fund Wrap Programs
Rep as PM
Rep as Advisor
SQL
Relational Databases
FIX Protocol
Crystal Reports
Client Requirements
Solution Configuration
Workflow Testing
Go-Live
Defect Resolution
Product Management
Root Cause Analysis
CFA
Artificial Intelligence
Blockchain

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