CRD SaaS Delivery Leader – Financial Services

EY; Chicago (IL); Hybrid; USD 128,000 - 267,000; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

Pension and 401(k)

Paid time off

Job summary

EY is seeking a platform owner to design, implement and support CRD-based investment management solutions. You will lead end-to-end CRD projects, drive SaaS migrations, and ensure seamless data flows across trading, compliance, portfolio management, and post-trade functions.

You will partner with senior stakeholders to align CRD solutions with EY's strategic vision, guide a team of analysts, and deliver robust, scalable platforms with a strong data governance framework.

Qualifications

• 5+ years of CRD (Charles River) experience required.
• Experience leading SaaS migrations and cloud transitions.
• Strong communication, client service and technical writing skills.

Responsibilities

• Lead multiple CRD implementation and enhancement projects end-to-end.
• Manage SaaS migration activities including data migration and testing.
• Define CRD roadmap and oversee platform configuration and integrations.
• Lead cross-functional communication between front, middle and back-office teams.

Skills

CRD experience

SaaS migrations

Project leadership

Financial services knowledge

Communication skills

Education

Bachelor's degree in CS/Eng/Finance

MBA or MS preferred

Tools

SQL

Data integration

Job description

EY is seeking a platform owner to design, implement and support CRD-based investment management solutions. You will lead end-to-end CRD projects, drive SaaS migrations, and ensure seamless data flows across trading, compliance, portfolio management, and post-trade functions.

You will partner with senior stakeholders to align CRD solutions with EY's strategic vision, guide a team of analysts, and deliver robust, scalable platforms with a strong data governance framework.