Senior Consultant, Wealth Investment Management Software Implementation

State Street

Confirmed live today High trust

Quick summary

Work type: On-site
Location: Toronto, Ontario, CanadaClifton, NJBoston, MABurlington, MAPrinceton, NJBerwyn, PASacramento, CAIrvine, CAAtlanta, GA
Salary: $91,000–$140,500 / yr
Employment: Full-time
Posted: 60 days ago
Freshness: Confirmed live today
Nearby: 99+ roles within 25 mi

Market check

Salary context

Below market

How this pay compares to similar roles

Similar $183k

This role $116k

$75k most similar roles pay here $236k

This role pays less than 97% of similar roles. Most pay $144,778–$220,900 — the shaded band above. At the midpoint, this role pays about $116k versus about $183k for comparable roles.

Based on 240 similar postings.

Employer

About State Street

State Street Corporation is one of the world''s largest custodian banks and asset managers, providing investment servicing, investment management, and investment research to institutional investors. Industry: Financial Services & Asset Custody

State Street currently has 304 open roles on FindRole.

Listed pay typically runs $120,000–$202,500 across 216 roles with salary data.

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At a glance

TL;DR · Senior Consultant, Wealth Investment Management Software Implementation

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Senior Consultant, Wealth Investment Management Software Implementation - AVP -- Charles River Development serves as a subject-matter expert within the wealth management practice to lead the implementation and upgrade of the Charles River Investment Management Solution (CRIMS). You will be responsible for defining client requirements, configuring and tuning the software to meet specific business needs, training clients, testing workflows, and resolving issues before go-live. The role involves providing product guidance during sales opportunities, identifying potential enhancements, and contributing to software quality by communicating defects. Key technical skills include a basic command of SQL, an understanding of relational databases, and familiarity with FIX protocols. You will apply deep domain knowledge in asset allocation, model management, portfolio construction, tax optimization, and trading workflows to solve complex problems for wealth management clients using the CRIMS platform.

Skills

CRIMS Wealth Management SQL Relational Databases AI Blockchain Portfolio Construction Asset Allocation Model Management Trading Workflows Pre-trade Compliance Rebalancing Tax Optimization State Street Alpha

What you'll do

Serve as a subject-matter expert for wealth management implementation and upgrade projects.
Analyze and evaluate client requirements to ensure the solution meets specific business needs.
Configure and tune the CRIMS platform to meet technical and operational requirements.
Educate clients on system functionality and provide guidance on best practices for operation.
Support sales opportunities by contributing to presentations and proof-of-concept projects.
Identify potential product enhancements based on client requirements and market trends.
Communicate software defects to Technical Support and validate the resulting fixes.
Mentor less-experienced colleagues and contribute to the internal best practices library.

What we're looking for

Experience supporting or implementing wealth management solutions within a firm or as a software provider.
Strong knowledge of wealth management industry practices including asset allocation, portfolio construction, and trading workflows.
Basic command of SQL and understanding of relational databases.
Familiarity with FIX or similar protocols (preferred).
A four-year degree in a business or technical field such as Finance, Economics, Engineering, or Computer Science.
An advanced degree or industry certification such as the CFA (preferred).
Strong consulting skills including the ability to build relationships, manage difficult situations, and influence decision-makers.
Ability to travel to client sites throughout the United States and Canada.

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