Sr. Wealth Tech Consultant – CRIMS Implementation

State Street; Princeton (NJ); On-site; USD 90,000 - 158,000; Full time

Job summary

State Street is seeking a Senior Consultant for our Wealth Management practice to lead CRIMS implementation and upgrade projects for clients. You will define requirements, configure the solution, train users and ensure readiness for go-live while maintaining strong client relationships.

Ideal candidates bring 5+ years in wealth management, solid SQL knowledge, and proven ability to translate business needs into technical specifications. Willingness to travel 30–50% is required.

Qualifications

• Five plus years' experience supporting or implementing wealth management solutions within a wealth management firm or a software provider.
• Strong knowledge of wealth management industry practices, including asset allocation, model management, portfolio construction, model-based portfolios, drift monitoring, tax optimization, pre-trade compliance, and rebalancing, trading workflows.
• Basic command of SQL and understanding of relational databases; FIX or similar protocols is a plus.
• A strong record of client service.
• Senior Consultants must understand client needs and build effective relationships; able to work within a team and provide high-quality service.
• Strong verbal and written communication skills, ability to convey plans, issues and risks clearly.

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.
• Provide assistance to other members of the Professional Services team and proactively develop and share best practices.
• Analyze and evaluate client requirements to help Charles River respond to sales opportunities. Contribute to sales presentations and proof-of-concept projects to demonstrate the potential of CRIMS to satisfy specific client needs.
• Educate clients on the functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services.
• Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of client-specific implementation projects or in response to trends in the marketplace.
• Contribute to software quality by clearly communicating defects to Technical Support and Product Management. Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes.

Skills

Wealth management knowledge

Client service focus

Communication skills

Team player

Problem-solving

Time management

Travel readiness

Education

Bachelor's degree in Finance/Engineering/CS

Tools

SQL

FIX protocol

Job description

State Street is seeking a Senior Consultant for our Wealth Management practice to lead CRIMS implementation and upgrade projects for clients. You will define requirements, configure the solution, train users and ensure readiness for go-live while maintaining strong client relationships.

Ideal candidates bring 5+ years in wealth management, solid SQL knowledge, and proven ability to translate business needs into technical specifications. Willingness to travel 30–50% is required.