Senior Consultant, Wealth Investment Management Software Implementation – AVP

State Street

. Serve as a Wealth subject-matter expert in wealth management implementation and upgrade projects .

Posted 10/2/2026full-timeRemote • Canada, United StatesSenior💰 $91,000 - $140,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth management solutions, including implementation and client education on Charles River solutions. Strong analytical skills for evaluating client requirements and enhancing product functionality while maintaining high standards of client service.

Highest-signal resume keywords

Wealth Management Solutions ImplementationClient Relationship ManagementSQL and Relational Database KnowledgeAsset Allocation and Portfolio ManagementProblem-Solving and Root Cause Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth Management Industry PracticesManaged Account ProgramsPortfolio ConstructionTax OptimizationPre-Trade ComplianceRebalancing WorkflowsTrading WorkflowsSQLFIX ProtocolModel Management

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationTime ManagementTeam CollaborationMentoring

Tools & Technologies

Charles River SolutionsCRIMS Functionality

Industry Keywords

Wealth ManagementClient ServiceSales PresentationsProof-of-Concept ProjectsBest Practices

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Serve as a Wealth subject-matter expert in wealth management implementation and upgrade projects
Analyze and evaluate requirements while providing product expertise and guidance throughout projects
Ensure solutions meet client business needs and clients are prepared to operate solutions after go-live
Assist Professional Services team members and develop and share best practices
Analyze client requirements for sales opportunities
Contribute to sales presentations and proof-of-concept projects demonstrating CRIMS capabilities
Educate clients on CRIMS functionality
Advise on best practices for implementing and operating Charles River solutions and services
Identify potential enhancements to Charles River solutions and services
Document and communicate product improvements
Communicate defects to Technical Support and Product Management
Support defect resolution by describing defects and validating fixes
Identify documentation errors and suggest corrections and improvements
Build effective client relationships, manage difficult situations, influence decision-makers, mentor less-experienced colleagues, and contribute to the Best Practices library

Requirements

What you’ll need

5 plus years' experience supporting or implementing wealth management solutions within a wealth management firm or a software provider
Experience with managed account (SMA/UMA) programs, mutual fund wrap programs, Rep as PM, and Rep as Advisor programs is especially valuable
Strong knowledge of wealth management industry practices
Experience with asset allocation, model management, portfolio construction, model-based portfolios, drift monitoring, tax optimization, pre-trade compliance, rebalancing, and trading workflows
Basic command of SQL and understanding of relational databases
Familiarity with FIX or similar protocols is a plus
Strong record of client service
Ability to work within a team environment and provide high-quality service
Strong verbal and written communication skills
Strong problem-solving skills and root cause analysis ability
Strong time management skills, including managing multiple projects in parallel
Four (4) year degree in a business or technical field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science
Ability to travel to client sites throughout the United States and Canada
Ability to work effectively when remote from clients

Benefits

Comp & perks

Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks
Ability to work effectively when remote from clients