Senior Technical Consultant Charles River Everywhere

FormativGroupFormativGroup·Remote·Work From Anywhere
Other

WFA Digital Insight

The demand for digital skills in wealth management has skyrocketed, with a 25% increase in remote roles. FormativGroup's Senior Technical Consultant position stands out for its focus on Charles River Everywhere configuration. As remote work becomes the norm, candidates with hands-on CRE experience and business operations knowledge are in high demand. Before applying, consider highlighting your ability to collaborate with stakeholders and drive process optimization.

Job Description

About the Role

The Senior Technical Consultant will support the configuration and optimization of advisor workflows within a wealth management environment, utilizing Charles River Everywhere (CRE).

Responsibilities

  • Configure and customize 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

Requirements

  • Demonstrated experience within wealth management environments, particularly supporting advisor-driven business processes
  • Hands-on experience configuring Charles River Everywhere, including user workflows, navigation structures, and entitlement-based views

How to Stand Out

  • Be prepared to showcase your understanding of advisor-driven business operations and how you've applied this knowledge in previous roles.
  • Highlight your experience with Charles River Everywhere configuration, including specific examples of process optimizations you've implemented.
  • Develop a strong portfolio that demonstrates your ability to collaborate with stakeholders and drive technical solutions.
  • Research FormativGroup's approach to wealth management and be ready to discuss how your skills align with their goals.
  • When discussing salary, be prepared to provide examples of your previous experience and the value you can bring to the role.

This is a remote position listed on WFA Digital, the platform for professionals who work from anywhere. Browse more remote jobs across all categories.