This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
The role of the experienced Senior Charles River Everywhere (CRE) Consultant 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.
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Configure and customize Charles River Everywhere (CRE) to support wealth management operations and advisor workflows
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Design and optimize user journeys, navigation structures, layouts, and entitlement-based views
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Translate advisor and business requirements into scalable CRE configurations
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Partner with wealth management stakeholders to improve advisor-driven processes and platform usability
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Support workflow enhancements across portfolio management, trading, and related wealth processes
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Collaborate with technology teams to ensure system configurations align with broader platform architecture
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Provide guidance on best practices for CRE configuration and process optimization
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Assist with validation, testing, and implementation of configuration changes
Qualifications
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Demonstrated experience within wealth management environments, particularly supporting advisor-driven business processes
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Hands-on experience configuring Charles River Everywhere, including:
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User workflows
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Navigation structures
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Entitlement-based views and layouts
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Strong understanding of advisor workflows and wealth management operational processes
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Ability to communicate effectively with both business users and technical stakeholders
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Strong analytical and problem-solving skills
Requirements
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Preferred: Working knowledge of Charles River Development (CRD) Investment Book of Record, including:
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Activity posting
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Positions and tax lot maintenance
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Reconciliation with custodial books/ABOR
Location
This role is responsible to go onsite to a local office for the first week of orientation, and remote thereafter unless requested.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa currently.
To be considered for this position, candidates must reside in one of the following U.S. states: AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, and Washington DC. Candidates residing outside these states are not eligible for consideration currently.
Compensation
We are committed to pay equity and transparency. The compensation range for this position represents our good faith estimate of the range we reasonably expect to pay for this role at the time of posting. The actual compensation offered will be determined based on factors such as the candidate’s experience, skills, education, work location, and internal equity.
In addition to base pay, employees may be eligible for discretionary bonuses, commissions, or other incentive programs, as well as a comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off, etc.
Estimated Compensation Range: $143,039 — $173,690 USD
Company Description
FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. We are specialists who help the middle market take full advantage of their technology investments with deep, industry-centric expertise, all in one place, to unify fragmented systems.
With deep technical expertise across cloud architecture, system integration, AI, and data strategy, we bridge the gap between business goals and modern platforms.
FormativGroup is an equal opportunity employer providing opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
ADA Specifications: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
