CRD SaaS Delivery Lead – Investment Platforms

EY; Boston (MA); Hybrid; USD 128,000 - 235,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k) plans

Paid time off

Job summary

EY is seeking a Platform Owner and Delivery Leader to drive CRD implementations and SaaS migrations for our Financial Services Organization. You will partner with senior stakeholders across technology and business teams to ensure CRD solutions are robust, scalable, and aligned with EY's strategic vision.

Lead cross-functional teams and manage end-to-end delivery. Join EY to shape a future-facing CRD platform, oversee data governance, and deliver high-impact projects across trading, portfolio

Qualifications

• Bachelor's degree with ~5 years in financial services
• 5+ years at a financial services company or as an advisor to a FS company
• Experience with CRD/CRIMS and SaaS migrations
• Strong communication and leadership skills
• Willingness to travel and hold a passport

Responsibilities

• Lead multiple CRD implementation projects end-to-end
• Oversee SaaS migrations and data migration activities
• Define the CRD roadmap and data governance
• Manage CRD integration points across modules
• Coordinate system upgrades and testing across environments
• Mentor business analysts and drive cross-functional communication

Skills

Charles River (CRD)

SaaS migrations

SQL

Data integration

Regulatory/compliance

Project leadership

Stakeholder communication

Education

Bachelor's degree in CS/Engineering/Finance

MBA or MS preferred

Tools

CRD/CRIMS

SQL tooling

Data migration tools

Job description

EY is seeking a Platform Owner and Delivery Leader to drive CRD implementations and SaaS migrations for our Financial Services Organization. You will partner with senior stakeholders across technology and business teams to ensure CRD solutions are robust, scalable, and aligned with EY's strategic vision.

Lead cross-functional teams and manage end-to-end delivery. Join EY to shape a future-facing CRD platform, oversee data governance, and deliver high-impact projects across trading, portfolio