Summary

The role of the experienced Senior Technical Consultant, Charles River Everywhere (CRE) is to support the configuration and optimization of advisor workflows within a wealth management environment. This individual will play a key role in designing user journeys, enhancing advisor-facing processes, and aligning platform capabilities with business needs. The ideal candidate brings hands-on CRE configuration experience and a strong understanding of advisor-driven business operations. This role requires both technical proficiency and the ability to collaborate effectively with business and technology stakeholders.

Responsibilities

• Configure and customize Charles River Everywhere (CRE) to support wealth management operations and advisor workflows

• Design and optimize user journeys, navigation structures, layouts, and entitlement-based views

• Translate advisor and business requirements into scalable CRE configurations

• Partner with wealth management stakeholders to improve advisor-driven processes and platform usability

• Support workflow enhancements across portfolio management, trading, and related wealth processes

• Collaborate with technology teams to ensure system configurations align with broader platform architecture

• Provide guidance on best practices for CRE configuration and process optimization

• Assist with validation, testing, and implementation of configuration changes

Qualifications

• Demonstrated experience within wealth management environments, particularly supporting advisor-driven business processes

• 8 yrs Hands-on experience configuring Charles River Everywhere, including:

• User workflows

• Navigation structures

• Entitlement-based views and layouts

• Strong understanding of advisor workflows and wealth management operational pro