Implementation Consultant II

Charles River Development; Burlington (MA); On-site; USD 90,000 - 157,500; Full time

Job summary

Charles River Development in Burlington, MA is seeking a Senior Consultant to lead the implementation of their Investment Management Solution (CRIMS). The role requires at least 5 years of hands-on experience in the financial industry, ideally with a consultancy or software vendor.

The candidate will work directly with clients to define requirements, configure applications, and provide training. Expertise in fixed income, equity instruments, and investment workflows is essential, along with strong customer service skills.

Salary range is $90,000 - $157,500 annually, reflecting the primary location's pay scale.

Qualifications

• Minimum of 5 years of experience in financial system implementations.
• Hands-on experience with investment management software.
• Substantial experience in fixed income or equity financial instruments.
• Understanding of multi-tier architectures and relational databases.
• Customer-driven and able to work within a team environment.

Responsibilities

• Lead or contribute to CRIMS implementations.
• Assist Professional Services team and share best practices.
• Analyze customer requirements for sales opportunities.
• Educate customers on CRIMS methodologies and functionality.
• Monitor customer requirements to identify enhancements.
• Clearly communicate defects to Client Support and Product Management.

Skills

Implementation of financial solutions

Customer service

Problem-solving skills

Time management skills

Analytical skills

Education

Four-year degree in Finance, Mathematical Finance, Economics, Engineering, or Computer Science

CFA

Tools

SQL

FIX

Crystal Reports

Job description

What We Are Looking For

Senior 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. Candidates with exceptional implementation consulting skills who have contributed to Capital Markets or other Financial IT projects will also be considered.

Responsibilities

• 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 proactively develop and share best practices.
• Analyze and evaluate customer requirements 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.

Qualifications

• Minimum of 5 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.
• Substantial experience in fixed income or equity financial instruments and understanding of investment management or wealth management workflows, 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. Must be able to convey plans, issues and concerns to clients and team members in a clear, logical and concise manner and influence key decision makers both internally and externally.
• Must be customer‑driven, work within a team environment and focus on providing high quality service to the customer.
• Strong time management skills including the ability to manage multiple projects in parallel.
• Strong problem‑solving and analytical skills.

Education & Preferred Qualifications

• Four‑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.
• 5+ years of experience in the relevant fields.

Additional Requirements

Ability to travel to client sites throughout the United States and Canada and work effectively when remote from clients. Travel of 30-50% is typical but may exceed that at any given year.

Salary Range

$90,000 - $157,500 Annual. The 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.

Equal Opportunity Statement

State Street is an equal opportunity and affirmative action employer. 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.