Financial Services Tech Consulting Manager - WAM - Charles River

divpspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptLocation: New York, Chicago, Boston, Philadelphia, Charlotte and Washington/span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptAt EY, we’re all in to shape your future with confidence. /span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptWe’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world./span/p/divdiv /divpspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! /span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongThe opportunity/strong /span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptYou will leverage your extensive Charles River Development (CRD) expertise and SaaS experience to design, implement, and support cutting-edge investment management solutions. Collaborating with cross-functional teams, you will configure innovative workflows, manage seamless integrations, and ensure a smooth transition to CRD’s SaaS platform, all while maintaining peak operational efficiency and compliance alignment. Your deep technical knowledge of CRD, combined with strategic leadership, will drive multiple high-impact implementation projects across trading, compliance, portfolio management, and post-trade functions./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptAs a platform owner and delivery leader, you will partner with senior stakeholders across technology and business teams to ensure CRD solutions are robust, scalable, and perfectly aligned with the firm’s strategic vision. This role blends hands-on project leadership with the opportunity to shape the long-term roadmap within a dynamic and rapidly growing investment organization./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongYour key responsibilities/strong /span/pulli style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptLead multiple CRD implementation and enhancement projects end-to-end, from requirements through deployment and stabilization/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptLead Saas migration activities including environment readiness, data migration, regression testing and coordinating with infrastructure teams/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptDefine the CRD roadmap, prioritizing initiatives that improve efficiency, data quality and compliance/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptDrive and oversee CRD platform configuration, compliance rule setup, workflows, and integration points across modules/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptDesign and validate CRD integrations with IBOR, data warehouses, performance, risk and accounting systems/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEnsure seamless data flows through CRD data loader, FIX connectivity, SDK, APIs and other integration tools maintaining reliability and performance across environments/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptPartner with data management teams to design and maintain CRDs ADP and EDM integrations/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptManage reference data, pricing, and security master integration to support accurate instrument setup, validation and testing/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptLead and coordinate system upgrades, regression testing and configuration migrations across environments (DEV, UAT, PROD)/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEstablish data governance and quality control framework with CRD, ensuring consistency across upstream and downstream systems/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptLeverage SQL and data analysis tools to validate data, support investigations and deliver actionable insights to stakeholders/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptManage a team of business analysts, providing mentorship, technical guidance and professional development opportunities/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptLead cross-functional communication between front, middle and back-office teams, translating complex technical topics into clear business language/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptPromote best practices in system configuration, change management and delivery methodology ensuring consistent project execution across teams/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptStay current on CRD product enhancements, new modules and industry trends to proactively identify opportunities for system improvement and automation/span/li/ulpspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrong /strong/span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongSkills and attributes for success/strong/span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptCollaborate with client technology professionals and strategic third-party alliances to deliver cutting-edge technology solutions. Drive engagement management, execute projects seamlessly, and build strong client relationships while ensuring top-notch reporting and management./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongTo qualify for the role you must have/strong/span/pulli style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptA bachelors degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptYour degree should be in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptA minimum of 5+ years of experience working at a financial services company or comparable experience working as an advisor to a financial services company/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptExperience working in a Hedge Fund, Wealth/Asset Management company or as a Management Consultant in one of these companies/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0pt5+ years of hands-on Charles River (CRD/CRIMS) experience/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptDemonstrated experience leading and supporting SaaS migrations, including transition from on-premise environments to cloud-hosted solutions/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptDemonstrated ability to manage and supervise a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testing/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptStrong communication, presentation, client service and technical writing skills/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptComfortable researching client inquiries and emerging issues, including regulations, industry practices, and new technologies/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptStrong experience in supervising and executing all phases of the technology life cycle, based on proven project management and testing methodologies/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptMust possess a deep knowledge of technical architecture design and have a good understanding of technology tools and components to reasonably argue for and against all components (middleware, database, reporting tools, etc.) in financial systems architecture/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptWillingness and ability to travel, you must hold a passport and a valid drivers license/span/li/ulp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptemExperience in the following areas:/em/span/pulli style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptCharles River (CRD)/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptSaaS Migration/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptSQL/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptDefinition and design of business and technical requirements/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptSystem design, selection and implementation support/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptData mapping and conversion/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptProof of concept/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptQuality assurance and testing/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptBusiness and IT process reengineering/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptProgram/project management and implementation planning (PMO)/span/li/ululli style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptManagement reporting enhancement/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEnterprise application integration/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptCustom development/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptPackage Implementation/span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptReconciliation redesign or improvement/span/li/ulpspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrong /strong/span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongWhat we look for/strong /span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptWe’re interested in leaders with a genuine creative vision and the confidence to make it happen. You can expect plenty of autonomy in this role, so you’ll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you’re serious about advising the leading Wealth and Asset Managers in the market and ready to take on some of our clients’ most complex issues, this role is for you./span/pdivpspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongWhat we offer you/strong/spanbrspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptAt EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn a href= style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptWe offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $128,400 to $235,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $154,000 to $267,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptJoin us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year./span/lili style=font-family:arial, helvetica, sans-serif;font-size:12.0ptspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptUnder our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being./span/li/ulp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongAre you ready to shape your future with confidence? Apply today. /strong/spanbrspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEY accepts applications for this position on an on-going basis.strong /strong/span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptFor those living in California, please click a href= for additional information./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongEY | Building a better working world/strong/span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEnabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  /span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptEY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at a href= mailto: [email protected]@ey.com/a./span/p/d…