Senior CRD Developer – Wealth Management (Hybrid)

Socket.dev; Town of Florida (NY); On-site; USD 120,000 - 140,000; Full time

Job summary

Socket.dev is seeking a Sr Application Developer to lead CRD-related initiatives for Wealth Management clients. The role focuses on end-to-end CRD enhancements, customization, and integration across frontend and backend layers with strong SQL, Java or C#, and Python skills.

The candidate will configure CRD Workbenches, build REST-based workflows, and collaborate with Portfolio Engineering to optimize risk models and trading workflows. On-site or hybrid work may apply.

Qualifications

• Must have financial institution or wealth management background in investment.
• Hands-on experience with the Charles River API Framework (frontend and backend).
• 10+ years experience in Application Development.
• Advanced SQL – complex queries, performance tuning.
• REST API integration, testing, and troubleshooting.
• 3+ years CRD Implementation / Customization, Workbench configuration.
• Experience with CRD Batch Automation, including monitoring and exception handling.
• Familiarity with portfolio optimization concepts (risk factors, constraints, optimization models).
• Experience with optimization tools such as Axioma and OMET/Gap Point.
• Experience with Order Management workflows, markets, and trading processes (Equities & Fixed Income).

Responsibilities

• Lead end-to-end delivery of CRD enhancements: requirements, design, CRD configuration, integrations, testing, deployment, and ongoing support.
• Configure Manager Work Bench or Central Work Bench layouts, workflows, rules, and result sets.
• Hands-on work with the Charles River API Framework, including: Frontend APIs and Backend APIs.
• Build and support integration workflows using REST APIs, services, and messaging frameworks.
• Apply working knowledge of portfolio optimization concepts (risk models, constraints, exposures, and transaction cost analysis).
• Familiarity with industry optimization platforms including Axioma and OMEGA Point.
• Collaborate with Portfolio Engineering teams to support optimization workflows feeding CRD.
• Ensure Start-of-Day readiness for CRD and support ongoing system stability.
• Translate our requirements into detailed functional and technical specifications, user stories, diagrams, and interface documentation.

Skills

CRD API Framework

Java or C#

Python programming

Advanced SQL

REST API integration

Portfolio optimization

Application Development

CRD Implementation

Education

Bachelor's degree

Tools

Axioma

OMEGA Point

WorkBench/Central

Job description

Socket.dev is seeking a Sr Application Developer to lead CRD-related initiatives for Wealth Management clients. The role focuses on end-to-end CRD enhancements, customization, and integration across frontend and backend layers with strong SQL, Java or C#, and Python skills.

The candidate will configure CRD Workbenches, build REST-based workflows, and collaborate with Portfolio Engineering to optimize risk models and trading workflows. On-site or hybrid work may apply.