Senior Wealth Management Implementation Consultant

State Street; Boston (MA); On-site; USD 90,000 - 158,000; Full time

Benefits offered by this job

401K with company match

Medical, dental, vision insurance

Paid time off

Employee Assistance Program

Incentive compensation program

Tax-advantaged savings plans

Job summary

State Street is seeking a Senior Consultant in Wealth Investment Management Software Implementation to lead CRIMS implementations for wealth management clients in a dynamic, client-focused environment. You will define client requirements, configure the solution, train users, test workflows, and resolve issues before go-live, while developing best practices across the team.

Strong wealth management domain knowledge, SQL basics, and excellent communication are essential.

Qualifications

• Four-year degree in Finance, Mathematical Finance, Economics, Engineering or Computer Science.
• CFA certification is a strong plus.

Responsibilities

• Lead wealth management implementation and upgrade projects for CRIMS at clients.
• Define requirements and ensure client ownership at go-live.
• Train clients and support testing/workflows; resolve issues.
• Share best practices within Professional Services; develop knowledge base.

Skills

Wealth management

SQL basics

Client service

Communication skills

Team player

Time management

Problem solving

Travel readiness

Education

Bachelor’s degree in Finance/Math/CS/Economics/Engineering

CFA certification (strong plus)

Job description

State Street is seeking a Senior Consultant in Wealth Investment Management Software Implementation to lead CRIMS implementations for wealth management clients in a dynamic, client-focused environment. You will define client requirements, configure the solution, train users, test workflows, and resolve issues before go-live, while developing best practices across the team.

Strong wealth management domain knowledge, SQL basics, and excellent communication are essential.