CRD SaaS Delivery Leader for Financial Services

EY; Charlotte (NC); Hybrid; USD 128,000 - 235,000; Full time

Benefits offered by this job

Hybrid work model

Comprehensive benefits package

Generous paid time off

Job summary

EY is seeking a platform owner and delivery leader with deep Charles River CRD experience to design, implement, and support CRD-based investment management solutions. You will manage cross-functional teams, drive data governance, and steer SaaS migrations across trading, portfolio management, and post-trade functions.

You will collaborate with senior stakeholders to shape roadmaps, ensure compliance, and maintain scalable, robust CRD configurations.

Qualifications

• Bachelor's degree in computer science, engineering, accounting, finance or related field; MBA/MS preferred.
• 5+ years in financial services, with hedge fund or asset management experience.
• Proven leadership across SaaS migrations and technology life cycle.

Responsibilities

• Lead multiple CRD implementation and enhancement projects end-to-end.
• Oversee SaaS migration activities including data migration and regression testing.
• Define CRD roadmap and oversee platform configuration and integrations.
• Coordinate cross-functional teams and ensure data governance and quality.
• Manage reference data, pricing, and instrument setup integrations.
• Mentor a team of business analysts and drive stakeholder communications.

Skills

Charles River CRD

SaaS migrations

SQL

Data mapping

Program management

Project leadership

Communication

Tech architecture knowledge

Team leadership

Education

Bachelor's degree in computer science / engineering / accounting / finance or related field

MBA or MS degree preferred

5+ years in financial services

Tools

CRD/CRIMS

APIs / data integration

SQL tooling

Job description

EY is seeking a platform owner and delivery leader with deep Charles River CRD experience to design, implement, and support CRD-based investment management solutions. You will manage cross-functional teams, drive data governance, and steer SaaS migrations across trading, portfolio management, and post-trade functions.

You will collaborate with senior stakeholders to shape roadmaps, ensure compliance, and maintain scalable, robust CRD configurations.