Functional Implementation, AVP

Job description

**Sr. Consultant(Functional) – Professional Services (CRIMS Implementation)** ****Charles River Development, a State Street Company**** **Job Family:** FinTech – Professional Services Implementation ****About The Role**** Consultants at Charles River Development (CRD) serve as **subject‑matter experts** in the implementation and upgrade of the **Charles River Investment Management Solution (CRIMS)** . This role is critical to ensuring successful client onboarding, solution configuration, testing, training, and go‑live readiness. You will work closely with clients and internal teams to translate business and technical requirements into robust CRIMS solutions, while providing expert guidance throughout the implementation lifecycle. Consultants are expected to develop a solid understanding of the overall CRIMS platform, with foundational proficiency in **Investment Solutions and Technology** . **Why This Role Matters** Charles River Development became part of **State Street** in 2018 and plays a key role in delivering enterprise investment management solutions for institutional investment, wealth management, and hedge fund clients. Together, State Street and CRD launched **State Street Alpha** , the industry’s first open front‑to‑back investment platform. This role contributes directly to delivering next‑generation investment infrastructure and supporting innovation across cloud, data, AI, and emerging technologies. ****Key Responsibilities**** - Serve as a subject‑matter expert on CRIMS within implementation and upgrade projects. - Analyze, validate, and document client business and technical requirements, providing product expertise and recommendations. - Configure, tune, and test CRIMS workflows to meet client investment management and operational needs. - Ensure clients are fully prepared to assume ownership of the solution following go‑live. - Educate clients on CRIMS functionality and advise on best practices for implementation and ongoing operation. - Support and collaborate with other Professional Services team members by sharing knowledge and best practices. - Identify opportunities for functional or technical enhancements and communicate improvement ideas to Product Management. - Contribute to software quality by clearly documenting defects and supporting the defect resolution lifecycle. - Review documentation, identify gaps or inaccuracies, and recommend improvements. - Act as a primary domain authority for one or more CRIMS functional areas (e.g., OMS, Compliance, IBOR, Trading, FIX, Data & Reporting). - Lead complex solution design discussions, translating investment, operational, and regulatory requirements into scalable CRIMS configurations. - Provide architectural and functional guidance to project teams, ensuring consistency with CRD standards and best practices. - Serve as a trusted advisor to clients by proactively identifying risks, optimization opportunities, and long‑term platform considerations. - Mentor and coach junior consultants, reviewing configurations, test scenarios, and deliverables to ensure quality and consistency. - Drive functional leadership across multiple projects, supporting cross‑client reuse of patterns, accelerators, and implementation assets. - Partner closely with Product Management to: - Influence product roadmap discussions through structured domain feedback - Represent client and market needs based on hands‑on implementation experience - Lead or significantly contribute to: - Client workshops and design sessions - Solution walkthroughs for senior client stakeholders - Go‑live readiness and post‑implementation reviews - Own and enhance Best Practices libraries, implementation playbooks, and domain‑specific accelerators. - Support pre‑sales or early‑stage client engagements where deep domain credibility is required. - Act as a point of escalation for complex functional issues prior to involving engineering or product teams. ****What We Value**** - 12+ years of experience implementing mission‑critical financial or investment management solutions. - Prior experience supporting or implementing solutions within: - Asset managers - Custodian banks - Hedge funds - Wealth management firms - Experience with order management and compliance solutions is strongly preferred. - Foundational knowledge of: - Equity and/or fixed income instruments - Investment management and wealth management workflows - Derivatives and FX instruments (plus) - Working knowledge of: - SQL and relational databases - FIX or similar financial protocols (plus) - Crystal Reports or similar reporting tools (plus) - Strong client‑service mindset with proven ability to build trusted client relationships. - Excellent verbal and written communication skills. - Analytical, detail‑oriented problem solver with strong root‑cause analysis capabilities. - Ability to manage multiple projects simultaneously in a fast‑paced consulting environment. - Collaborative team player who actively shares knowledge and mentors peers. - Demonstrated consulting skills including situational awareness and stakeholder communication. - Proven depth in at least one investment management domain within CRIMS. - Strong ability to connect technology decisions to investment, risk, and operational outcomes. - Leadership through influence rather than authority. - High degree of professional maturity when engaging with senior client stakeholders. - Ability to balance delivery excellence, client advisory, and internal capability building. ****Education & Preferred Qualifications**** - Graduate degree in Finance, Economics, Mathematical Finance, Engineering, Computer Science, or a related technical/business discipline. ****Additional Requirements**** - Willingness and ability to travel 20-30%, including regional and global client sites. - Capability to work effectively with clients and teams in remote or distributed environments. ****About Charles River Development**** Charles