Implementation Consultant II

STATE STREET CORPORATION; Burlington (MA); On-site; USD 70,000 - 118,750; Full time

Benefits offered by this job

401(k) match

Medical benefits

Paid time off

Job summary

State Street Corporation seeks an Implementation Consultant II to lead or contribute to CRIMS deployments, analyzing requirements and configuring the solution to client needs. This role requires 5+ years in financial services and hands-on experience with investment management systems, plus the ability to travel across the United States and Canada.

Ideal candidates have strong project management skills, familiarity with SQL, FIX, and Crystal Reports, and a solid customer-service mindset.

Qualifications

• Minimum 2–3 years of experience implementing mission-critical financial solutions.
• Experience delivering Front, Middle or Back Office investment management implementations.
• Travel 30–50% and ability to work remotely from client sites.
• Bachelor's degree in business/technical field; CFA is a strong plus.

Responsibilities

• Lead or directly contribute to CRIMS implementations and analyze requirements.
• Provide product expertise and guidance throughout the project and ensure go-live readiness.
• Prepare and deliver sales presentations and proofs-of-concept projects.
• Educate customers on methodologies and functionality of CRIMS.
• Document improvements and communicate defects to support and product management.
• Collaborate with the Professional Services team and sales to respond to opportunities.

Skills

Project management

Investment management systems

Customer service

SQL

FIX

Crystal Reports

Communication skills

Team leadership

Education

Four-year degree in Finance/Engineering/CS

CFA certification (strong plus)

Tools

Crystal Reports

FIX protocol

SQL

Job description

## Implementation Consultant IIApplylocations: Burlington Massachusetts: BOSTONtime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 24, 2026 (30 days left to apply)job requisition id: R-788327**What we are looking for**Consultants lead the implementation of the Charles River Investment Management Solution (CRIMS). Their contributions include defining client requirements, configuring and tuning the application to the client’s business and technical needs, training users, testing workflows and resolving issues before taking the client “live”. The ideal candidate will have at least 5 years of hands-on experience gained in the financial industry working for a consultancy or software vendor. Experience leading the implementation of Front, Middle or Back Office Investment Management systems is highly valued. However, candidates with exceptional implementation consulting skills who have successfully contributed to Capital Markets or other Financial IT projects will definitely be considered.**Why this job is important to us**The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created the first open front-to-back platform - State Street Alpha, that was launched in 2019. Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.**What you will be responsible for**• Lead or directly contribute to CRIMS implementations. Analyze and evaluate requirements while providing product expertise and guidance throughout the implementation project. Ensure the solutions developed by Charles River meet the customer’s business needs and that the customer is prepared to assume ownership and operate the solution after go-live. • Provide assistance to other members of the Professional Services team and pro-actively develop and share best practices. • Analyze and evaluate customer requirements in order to help Charles River respond to sales opportunities. Prepare and deliver sales presentations. Execute proof-of-concept projects to demonstrate the potential of CRIMS to satisfy the specific needs of potential customers. • Educate customers on the methodologies and functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services. • Monitor and evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer-specific implementation projects or in response to trends in the marketplace. • Contribute to software quality by clearly communicating defects to Client Support and Product Management. Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes. Identify errors and mistakes in documentation and suggest corrections and improvements.**What we value**Consultants are expected to have experience project managing and leading the implementation of Front, Middle or Back Office Investment Management systems.• Minimum of 2-3 years of experience with the implementation of mission-critical financial solutions. Experience in the implementation of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable.• Hands-on experience implementing investment management software, preferably an order management and compliance system is especially valuable.•Substantive in one or more of the following: fixed income, equity financial instruments. understanding of investment management or wealth management work flows, derivatives and FX instruments. • Understanding of multi-tier technical architectures and relational database structures. Familiarity with SQL, FIX and Crystal Reports is a plus. • A strong record of customer service. Implementation Managers must understand customer needs and build effective relationships. The candidate must be able to convey plans, issues and concerns to clients and team members in a clear, logical and concise manner. They will need to also be able to influence key decision makers both internally and externally. • Must be customer driven, have the ability to work within a team environment, and be focused on providing a high quality of service to the customer. • Strong time management skills including the ability to manage multiple projects in parallel. • Strong problem solving/analytical skills.**Education & Preferred Qualifications**• Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. An advanced degree or industry certification such as the CFA is a strong plus.**Education & Preferred Qualifications**• Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. An advanced degree or industry certification such as the CFA is a strong plus.• 2-3 + years of experience**Additional Requirements**The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients. Travel of 30-50% is typical but may exceed that at any given year.**About State Street****What we do.** State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investments research & trading and investment management to institutional clients.**Work, Live and Grow.** We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help match your needs. And our wealth of development programs and educational support will help you reach your full potential.**Inclusion, Diversity, and Social Responsibility.** We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Discover more at www.StateStreet.com/careers**Salary Range:**$70,000 - $118,750 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.*Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.**For a full overview, visit* *https://hrportal.ehr.com/statestreet/Home**.*# **About State Street**Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.Discover more information on jobs at StateStreet.com/careersRead our CEO Statement**Job Application Disclosure:**It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.