Talantix.io
FormativGroup•02.03.26
AI SCORE 8.5

Remote Senior Technical Consultant - Charles River Everywhere

$120K–$150K/year
RemoteConsulting
Charles River Everywhere•Wealth Management•Configuration•User Workflows•Process Optimization•Collaboration

About the Role

We are seeking a Remote Senior Technical Consultant specializing in Charles River Everywhere (CRE) to join our dynamic team. In this role, you will support the configuration and optimization of advisor workflows within a wealth management environment. As a key player, you will design user journeys, enhance advisor-facing processes, and align platform capabilities with business needs.

What You'll Do

  • 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.

Requirements

  • Demonstrated experience within wealth management environments, particularly supporting advisor-driven business processes.
  • 8+ years of hands-on experience configuring Charles River Everywhere, including user workflows, navigation structures, and entitlement-based views.
  • Strong understanding of advisor workflows and wealth management operational processes.
  • Excellent communication skills to collaborate effectively with business and technology stakeholders.
  • Ability to translate complex requirements into actionable configurations.

Nice to Have

  • Experience with other wealth management platforms.
  • Knowledge of regulatory requirements in the wealth management sector.
  • Familiarity with data analytics tools.

What We Offer

  • Competitive salary range of $120,000 - $150,000 annually.
  • Fully remote work environment allowing for flexibility.
  • Opportunities for professional development and training.
  • Collaborative team culture with a focus on innovation.
  • Health and wellness benefits.
Why This Job8.5 of 10

This Remote Senior Technical Consultant role offers a competitive salary and the flexibility of remote work, making it an attractive opportunity for experienced professionals in wealth management.

Salary Range
Required
0/1
Optional
0/1
Bonus
0/1

Who Will Succeed Here

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Expertise in configuring and customizing Charles River Everywhere with hands-on experience in wealth management platforms, ensuring optimal user workflows and process enhancements.

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Proficient in remote collaboration tools such as Slack and Zoom, demonstrating the ability to work independently while effectively engaging with cross-functional teams to drive project success.

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Analytical mindset with a proven track record of process optimization, utilizing data-driven insights to enhance advisor workflows and align technology solutions with business objectives.

Learning Resources

→Charles River Investment Management Solutions Documentationguide
→Wealth Management Essentials: A Course for Financial Advisorscourse
→Optimizing User Workflows in Financial Servicesarticle

Career Path

Remote Senior Technical Consultant - Charles River Everywhere(Now)→Lead Technical Consultant(1-2 years)→Director of Technical Solutions(3-5 years)

Market Overview

Market Size 2024
$2.5B
Annual Growth
12.5%
AI Adoption in Wealth Management
45%
Investment in Wealth Tech
+30%
Labour Demand for Charles River Professionals
+25%
Avg Salary for Senior Consultants
$130K

Skills & Requirements

Required
Charles River EverywhereWealth ManagementConfiguration
Growing in Demand
Portfolio Management StrategiesData Analytics and VisualizationRegulatory Compliance Management
Declining
Legacy Wealth Management SystemsManual Reporting Processes

Domain Trends

Increased Adoption of AI in Wealth Management
45% of wealth management firms are integrating AI to enhance client engagement and streamline operations, leading to a greater demand for consultants skilled in AI-driven solutions.
Shift Towards Cloud-Based Solutions
Over 60% of wealth management firms are transitioning to cloud-based platforms, creating opportunities for experts in Charles River Everywhere to optimize configurations and workflows.
Focus on Client-Centric Solutions
77% of firms are prioritizing user experience, leading to a demand for consultants who can enhance user workflows and process optimization within platforms like Charles River Everywhere.

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