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Added 2 hours ago
PC
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Charles River Development

Senior Consultant, Wealth Investment Management Software Implementation - AVP -- Charles River Development

Toronto, ON, Canada

$91,000 - $140,500 Annual · Full-time

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Job details

Pay: $91,000 - $140,500 Annual
Job type: Full-time
Apply by: Nov 1, 2026
Posting language: English
Posted: Oct 2, 2026

Original job description

Locations we can hire in: Boston MA, Burlington MA, Clifton NJ, Princeton NJ, Berwyn PA, Sacramento CA, Irvine CA, Atlanta Georgia, and Toronto Canada

What We Are Looking For

Senior 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”. In addition, Senior Consultants are expected to demonstrate basic understanding of the entire CRIMS offering and proficiency in Wealth Management. Senior Consultants should also have strong consulting skills. This includes the ability to build effective working relationships, manage difficult situations and influence key decision-makers.

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 in wealth management 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.
Analyze and evaluate client requirements to help Charles River respond to sales opportunities. Contribute to sales presentations and proof-of-concept projects to demonstrate the potential of CRIMS to satisfy specific client needs.
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

5 plus years' experience supporting or implementing wealth management solutions within a wealth management firm or a software provider. Experience with managed account (SMA/UMA) programs, mutual fund wrap programs, Rep as PM, and Rep as Advisor programs is especially valuable.
Strong knowledge of wealth management industry practices. Experience with asset allocation, model management, portfolio construction, model-based portfolios, drift monitoring, tax optimization, pre-trade compliance, and rebalancing, trading workflows.
Basic command of SQL and understanding of relational databases. Familiarity with FIX or similar protocols is a plus.
A strong record of client service.
Senior 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 initiative to keep other team members informed by contributing to “Best Practices” library. Mentor less-experienced colleagues while leveraging 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. 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.

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.

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.

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-795666

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More about this job

Responsibilities

Lead wealth management implementation and upgrade projects for CRIMS, including defining client requirements, configuring the solution, training users, testing workflows, and preparing clients for go-live. Advise clients and internal teams on best practices, support sales demonstrations, identify product improvements, and help communicate and validate software defect fixes.

Requirements

Requires at least five years of experience supporting or implementing wealth management solutions, strong knowledge of wealth management practices and workflows, and basic SQL and relational database knowledge. A four-year degree in a business or technical field is specified, while an advanced degree or CFA certification is a strong plus; client service, communication, analytical, teamwork, and time-management skills are also valued.

Skills

Wealth Management
Software Implementation
Client Requirements Analysis
Solution Configuration
Managed Accounts (SMA/UMA)
Mutual Fund Wrap Programs
Asset Allocation
Model Management
Portfolio Construction
Drift Monitoring
Tax Optimization
Pre-Trade Compliance
Rebalancing and Trading Workflows
SQL
Relational Databases

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
State Street Alpha
Wealth Management
Investment Management
Software Implementation
Software Upgrades
Managed Accounts
SMA
UMA
Mutual Fund Wrap Programs
Rep as PM
Rep as Advisor
Asset Allocation
Model Management
Portfolio Construction
Model-Based Portfolios
Drift Monitoring
Tax Optimization
Pre-Trade Compliance
Rebalancing
Trading Workflows
SQL
Relational Databases
FIX Protocol
Client Requirements Analysis
Solution Configuration
Workflow Testing
Proof of Concept
Root Cause Analysis

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