Financial Services Tech Consulting Senior - WAM - Charles River

Job ID: 1416800233Location: New York, NY, US, 10001-8604Salary: $102,500 - $187,900Job Function: Technology ConsultingEmployer: EY Global ServicesApply by: 2026-08-31Company: EYLocation: New York, Chicago, Boston, Philadelphia, Charlotte and Washington At EY, we’re all in to shape your future with confidence. We’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.Financial Services Technology Consulting – Wealth and Asset Management – Senior – Charles River DevelopmentEY 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! The opportunity This role offers a unique opportunity to lead the implementation, configuration and enhancement of the Charles River Development (CRD) optimizing front-to-back investment processes and driving operational excellence. The role requires strong functional understanding of asset management operations and hands-on experience with CRD modules.Your key responsibilities Act as a subject matter expert on Charles River Development (CRD) functionality across trading, compliance, portfolio management, and post-trade workflows commonly used by asset managersPartner with portfolio managers, traders, compliance and operations to gather and document business requirementsConfigure CRD components (workflows, compliance rules, blotters, manager workbench etc.)Translate business requirements into detailed CRD configurations, workflows and rulesPerform system analysis, data mapping, and testing for CRD integrations with upstream/downstream systems including IBOR, reference data, pricing feeds, risk, and accounting systemsUse CRD SDK and APIs to support data exchanges and integration enhancementsSupport SaaS migration, including transition from on-premise environments to cloud-hosted solutionsCollaborate cross-functionally with technology, data, and operations teams to ensure alignment between business objectives and system capabilitiesSupport enhancements, bug fixes, and upgrades to the CRD platformFacilitate workshops, walkthroughs, and design discussions with global stakeholders to communicate functional requirements and validate proposed solutionLead functional testing, UAT coordination, and documentation of solution designWork closely with data governance and architecture teams to ensure data integrity across CRD, IBOR, and downstream systemsSkills and attributes for successTeam with client technology professionals, and/or third-party strategic alliances to provide implementation of technology solution.To qualify for the role you must haveA bachelor's degree and approximately 3 years of related work experience; or a graduate degree and approximately 2-3 years of related work experienceYour degree should be in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred2-3 years of experience working at a financial services company or comparable experience working as an advisor to a financial services companyExperience working in a Hedge Fund, Asset Management company or as a Management Consultant in one of these companies3 years of hands-on Charles River (CRD/CRIMS) experienceStrong SQL and data analysis skills for validating CRD data flowsDemonstrated experience supporting SaaS migrations, including transition from on-premise environments to cloud-hosted solutionsDemonstrated ability to partner with a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testingStrong communication, presentation, client service and technical writing skillsComfortable researching client inquiries and emerging issues, including regulations, industry practices, and new technologiesStrong experience in executing all phases of the technology life cycle, based on proven project management and testing methodologiesIt is essential that the successful candidate 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 architectureWillingness and ability to travel, candidate must have a passport and a valid drivers licenseExperience in the following areas:Charles River (CRD)SaaS migrationSQLDefinition and design of business and technical requirementsSystem design, selection and implementation supportData mapping and conversionProof of conceptQuality assurance and testingBusiness and IT process reengineeringProgram/project management and implementation planning (PMO)Management reporting enhancementEnterprise application integrationCustom developmentPackage ImplementationWhat we look for We’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.What we offer youAt 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 more.We 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 $102,500 to $187,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $122,900 to $213,400. 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.Join 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.Under 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.Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis.For those living in California, please click here for additional information.EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.EY | Building a better working worldEY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.Enabled 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.EY 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.EY 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.  EY 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 View email address on click.appcast.io.