<p><strong>Summary</strong></p> <p>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.</p> <p>&nbsp;</p> <p><strong>Responsibilities</strong></p> <ul> <li>Configure and customize Charles River Everywhere (CRE) to support wealth management operations and advisor workflows</li> <li>Design and optimize user journeys, navigation structures, layouts, and entitlement-based views</li> <li>Translate advisor and business requirements into scalable CRE configurations</li> <li>Partner with wealth management stakeholders to improve advisor-driven processes and platform usability</li> <li>Support workflow enhancements across portfolio management, trading, and related wealth processes</li> <li>Collaborate with technology teams to ensure system configurations align with broader platform architecture</li> <li>Provide guidance on best practices for CRE configuration and process optimization</li> <li>Assist with validation, testing, and implementation of configuration changes</li> </ul> <p>&nbsp;</p> <p><strong>Qualifications</strong></p> <ul> <li>Demonstrated experience within wealth management environments, particularly supporting advisor-driven business processes</li> <li>8 yrs Hands-on experience configuring Charles River Everywhere, including:</li> <ul> <li>User workflows</li> <li>Navigation structures</li> <li>Entitlement-based views and layouts</li> </ul> <li>Strong understanding of advisor workflows and wealth management operational pro<br/><br/>Please mention the word **EXTRAORDINARY** and tag RMTYyLjIyMC4yMzQuMjY= when applying to show you read the job post completely (#RMTYyLjIyMC4yMzQuMjY=). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human.