Senior Wealth CRIMS Consultant VP

STATE STREET CORPORATION; Burlington (MA); On-site; USD 90,000 - 158,000; Full time

Job summary

STATE STREET CORPORATION is seeking Senior Consultants to lead CRIMS wealth management implementations and upgrades. You will define requirements, configure the solution to client needs, train users, test workflows and ensure readiness for go-live.

The role requires deep wealth management knowledge, strong client relationship skills and the ability to mentor colleagues while delivering high-quality service across multiple projects.

Qualifications

• 5+ years' experience supporting or implementing wealth management solutions within a wealth management firm or software provider.
• Strong knowledge of wealth management industry practices including asset allocation, model management, portfolio construction, drift monitoring, tax optimization, pre-trade compliance, and rebalancing.
• Basic command of SQL and understanding of relational databases. Familiarity with FIX or similar protocols is a plus.

Responsibilities

• Serve as a Wealth subject-matter expert in wealth management implementation and upgrade projects.
• Analyze and evaluate requirements while providing product expertise and guidance throughout the project.
• Ensure the solution meets the client’s business needs and that the client is prepared to operate after go-live.
• Educate clients on CRIMS functionality and advise on best practices.
• Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions.
• Contribute to software quality by clearly communicating defects and validating fixes.

Skills

Wealth management knowledge

SQL proficiency

Client service orientation

Communication skills

Problem solving

Teamwork

Mentor colleagues

Education

Bachelor's degree in Finance/Math/CS

CFA designation (preferred)

Tools

FIX protocol

CRIMS software knowledge

Job description

STATE STREET CORPORATION is seeking Senior Consultants to lead CRIMS wealth management implementations and upgrades. You will define requirements, configure the solution to client needs, train users, test workflows and ensure readiness for go-live.

The role requires deep wealth management knowledge, strong client relationship skills and the ability to mentor colleagues while delivering high-quality service across multiple projects.