FormativGroup Senior Technical Consultant Charles River Everywhere

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
  
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