Senior Wealth Tech Consultant – CRIMS Implementation

State Street; Toronto; On-site; CAD 91,000 - 141,000; Full time

Job summary

State Street is hiring a Senior Consultant for Wealth Investment Management Software Implementation (CRIMS). Based in Toronto, you will lead wealth management projects, define client requirements, tailor the solution, train users, and ensure a smooth go-live.

You will mentor others and contribute to best practices while working with a global team. Ideal candidates bring 5+ years in wealth management software, strong client service, and knowledge of asset allocation, model management, and trading

Qualifications

• 5+ years supporting or implementing wealth management solutions.
• Experience with SMA/UMA, wrap programs, Rep as PM/Rep as Advisor is valuable.
• Strong knowledge of wealth management industry practices.
• Ability to analyze requirements and guide project delivery.

Responsibilities

• Lead wealth management implementation and upgrade projects.
• Analyze requirements and provide product guidance throughout projects.
• Ensure solution readiness for client go-live and ownership transfer.
• Contribute to best practices and cross-team knowledge sharing.
• Support sales opportunities with client requirements analysis and demos.
• Educate clients on CRIMS functionality and best practices.

Skills

Wealth management experience

Client relationship skills

Analytical thinking

Team collaboration

Education

Bachelor's degree in Finance/Economics/Engineering/CS

CFA or advanced degree (strong plus)

Tools

SQL

FIX protocols

Job description

State Street is hiring a Senior Consultant for Wealth Investment Management Software Implementation (CRIMS). Based in Toronto, you will lead wealth management projects, define client requirements, tailor the solution, train users, and ensure a smooth go-live.

You will mentor others and contribute to best practices while working with a global team. Ideal candidates bring 5+ years in wealth management software, strong client service, and knowledge of asset allocation, model management, and trading