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 proPlease mention the word **EXTRAORDINARY** and tag ROTguOTMuMTIyLjM2 when applying to show you read the job post completely (#ROTguOTMuMTIyLjM2). 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.