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Added 3 mins ago
Equity Research Database & Development Associate
BMO Capital Markets
Toronto, ON
Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 3 mins ago
Equity Research Database & Development Associate
BMO Capital Markets
Montreal, QC
Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 3 mins ago
Equity Research Database & Development Associate
BMO Capital Markets
Toronto, ON
Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 33 mins ago
Senior Communications Advisor
Government of Yukon
Whitehorse, YT
Full-time
This posting is to fill one full time (75 hours bi-weekly) 18-month term position.
Added 33 mins ago
Oil Change Technician & Customer Service Rep
Laczko Equity Group Inc.
Kingston, ON
Full-time
If you are looking for a full-time career with excellent advancement potential, you’ll find it all at GCOC. With an award-winning training program and fair and honest values, we’re here to…
Added 1 hour ago
Services Delivery Manager, ISG - Canada
Lenovo
Markham, ON
$92,000 to $140,990 CAD / year
Lenovo is seeking a highly motivated Service Delivery Manager (SDM) to join our North America ISG Services team. In this high-impact role, you will serve as the trusted advisor and primary…
Added 3 hours ago
Clinical Pharmacist
Fraser Health
Vancouver, BC
Full-time
We have the perfect Relief Full-Time opportunity for a Clinical Pharmacist to join our team at St. Paul's Hospital located in Vancouver, BC.
Added 3 hours ago
Consultant, Financial Services-Insurance & Wealth & Asset Management
KPMG
ON · Toronto, Ontario
Full-time
…advice effectiveness, operational improvement, customer and advisor experience, cost optimization, business architecture, AI use case development, and transformation…
Added 4 hours ago
Business Advisor
City of Saint John
Saint John, NB
Full-time
The Business Advisor plays a key role in advancing the City of Saint John’s commitment to providing responsive, consistent and high-quality customer service.
Added 4 hours ago
Parts Advisor
Trotman Auto Group
Abbotsford, BC
Full-time
At Abbotsford Chrysler, we are committed to delivering exceptional customer experiences. As an Experienced Parts Advisor, you will play a key role in supporting customers, technicians, and…
Added 4 hours ago
Style Advisor
Harry Rosen
Vancouver, BC · McArthur Glen Outlet
Full-time
…retail and have the passion and ability to inspire exceptional service. As a Style Advisor, you’ll be responsible for building and developing a clientele that recognizes their key role in…
Added 5 hours ago
Client Advisor
Royal Bank of Canada
Moosomin, SK
Part-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 6 hours ago
Insurance Advisor, Home and Auto - Field Sales
RBC Insurance
Halifax, NS
Full-time
As Insurance Advisor you will provide Home and Auto planning and advice to the personal market. You are focused on new sales acquisition through client focused insurance advice and…
Added 6 hours ago
Insurance Advisor, Home and Auto - Field Sales
RBC Insurance
Truro, NS
Full-time
As Insurance Advisor you will provide Home and Auto planning and advice to the personal market. You are focused on new sales acquisition through client focused insurance advice and…
Added 6 hours ago
Director, Business Intelligence
Viral Nation
Canada
Full-time
Act as a senior analytics partner to client account, strategy, and service teams by translating client objectives into scalable, best-in-class measurement frameworks that support…
Added 7 hours ago
Clinical Patient Advisor
TLC Laser Eye Centres
Kitchener, ON
Full-time
You have a permanent full-time position (32hrs - 40hrs p/week). Please note that weekly hours are based on operational needs, may vary, and are not guaranteed.
Added 7 hours ago
Credit Sales Advisor - Windsor
Kognitive Sales Solutions
Windsor, ON
Part-time
Permanent full-time or part-time positions so we can build careers, not just jobs
Added 7 hours ago
Credit Sales Advisor - Windsor Travel
Kognitive Sales Solutions
ON · Essex, Ontario
Part-time
Permanent full-time or part-time positions so we can build careers, not just jobs
Added 7 hours ago
Credit Sales Advisor - Windsor Travel
Kognitive Sales Solutions
Chatham-Kent, ON · Blenheim, Ontario
Part-time
Permanent full-time or part-time positions so we can build careers, not just jobs
Added 7 hours ago
Credit Sales Advisor - Windsor Travel
Kognitive Sales Solutions
Amherstburg, ON
Part-time
Permanent full-time or part-time positions so we can build careers, not just jobs
Added 7 hours ago
Credit Sales Advisor - Windsor Travel
Kognitive Sales Solutions
Chatham-Kent, ON · Chatham, Ontario
Part-time
Permanent full-time or part-time positions so we can build careers, not just jobs
Added 7 hours ago
Credit Sales Advisor - Windsor Travel
Kognitive Sales Solutions
Leamington, ON
Part-time
Permanent full-time or part-time positions so we can build careers, not just jobs
Added 7 hours ago
Associate Insurance Advisor II
Co-operators
Ottawa, ON
Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 7 hours ago
Sales Representative - Facility Services
Cintas Canada
Abbotsford, BC
Full-time
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 8 hours ago
Manager International Tax - Vancouver
Deloitte
Vancouver, BC
Full-time
…relationships at a senior level and be seen as a trusted business advisor. You will participate in the development and delivery of training programs and achieve you expertise in an…

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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