CRD & SaaS Implementation Lead – Financial Services

Ernst & Young Oman; Charlotte (NC); Hybrid; USD 128,000 - 235,000; Full time

Benefits offered by this job

Hybrid work model

Comprehensive compensation package

401(k) and pension benefits

Generous paid time off

Job summary

EY seeks a Platform Owner and Delivery Leader for CRD/SaaS migrations within a leading wealth and asset management setting. You will partner with senior technology and business stakeholders to design, configure, and integrate CRD solutions across trading, portfolio and post-trade modules.

This role blends hands-on leadership with strategic roadmap work, mentoring a team of analysts and driving data governance, quality and performance while supporting a hybrid client-facing environment.

Qualifications

• To qualify for the role you must have a bachelor’s degree and approx. 5 years of related work experience, or a graduate degree with ~4 years of experience.
• Degree should be in computer science, engineering, accounting, finance or related field; MBA/MS preferred.
• Minimum 5+ years of experience in financial services or advising financial institutions.
• Experience in Hedge Fund, Wealth/Asset Management or as a Management Consultant in those sectors.
• 5+ years of hands-on Charles River (CRD/CRIMS) experience.
• Experience leading SaaS migrations from on-premise to cloud.
• Experience supervising a technology advisory team through all lifecycle phases.
• Strong communication, presentation, client service and technical writing skills.
• Comfort with researching regulatory and industry trends and new technologies.
• Experience across technology lifecycle management and testing methodologies.
• Deep knowledge of technical architecture for financial systems.

Responsibilities

• Lead multiple CRD implementation and enhancement projects end-to-end from requirements to deployment.
• Manage SaaS migration activities including environment readiness and data migration.
• Define the CRD roadmap prioritizing efficiency, data quality, and compliance.
• Oversee CRD platform configuration, rule setup, workflows, and integrations.
• Design and validate CRD integrations with IBOR, data warehouses, performance, risk and accounting systems.
• Ensure reliable data flows through CRD data loader, FIX connectivity, APIs and SDKs.
• Collaborate with data management to design CRD ADP and EDM integrations.
• Manage reference data, pricing, and security master integration for instrument setup and testing.
• Lead system upgrades, regression testing, and migrations across DEV/UAT/PROD environments.
• Establish data governance and quality control with CRD across upstream/downstream systems.
• Use SQL and data analysis tools to validate data and provide insights.
• Mentor and lead a team of business analysts and technical staff.
• Coordinate cross-functional communication and translate technical topics for business.
• Promote best practices in system configuration, change management and delivery methodology.
• Stay current on CRD product enhancements and industry trends to identify improvements.

Skills

CRD/CRIMS expert

SaaS migrations

Team leadership

SQL

Data governance

Financial services experience

Communication skills

Education

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

MBA or MS preferred

Tools

Charles River CRD/CRIMS

Data loader

FIX connectivity

APIs

SDK

Job description

EY seeks a Platform Owner and Delivery Leader for CRD/SaaS migrations within a leading wealth and asset management setting. You will partner with senior technology and business stakeholders to design, configure, and integrate CRD solutions across trading, portfolio and post-trade modules.

This role blends hands-on leadership with strategic roadmap work, mentoring a team of analysts and driving data governance, quality and performance while supporting a hybrid client-facing environment.