Financial Services Tech Consulting Manager - WAM - Charles River

Location: New York, Chicago, Boston, Philadelphia, Charlotte and Washington DC

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.

EY 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

You 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.

As 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.

Your key responsibilities

• Lead multiple CRD implementation and enhancement projects end-to-end, from requirements through deployment and stabilization
• Lead Saas migration activities including environment readiness, data migration, regression testing and coordinating with infrastructure teams
• Define the CRD roadmap, prioritizing initiatives that improve efficiency, data quality and compliance
• Drive and oversee CRD platform configuration, compliance rule setup, workflows, and integration points across modules
• Design and validate CRD integrations with IBOR, data warehouses, performance, risk and accounting systems
• Ensure seamless data flows through CRD data loader, FIX connectivity, SDK, APIs and other integration tools maintaining reliability and performance across environments
• Partner with data management teams to design and maintain CRDs ADP and EDM integrations
• Manage reference data, pricing, and security master integration to support accurate instrument setup, validation and testing
• Lead and coordinate system upgrades, regression testing and configuration migrations across environments (DEV, UAT, PROD)
• Establish data governance and quality control framework with CRD, ensuring consistency across upstream and downstream systems
• Leverage SQL and data analysis tools to validate data, support investigations and deliver actionable insights to stakeholders
• Manage a team of business analysts, providing mentorship, technical guidance and professional development opportunities
• Lead cross-functional communication between front, middle and back-office teams, translating complex technical topics into clear business language
• Promote best practices in system configuration, change management and delivery methodology ensuring consistent project execution across teams
• Stay current on CRD product enhancements, new modules and industry trends to proactively identify opportunities for system improvement and automation

Skills and attributes for success

Collaborate 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.

To qualify for the role you must have

• A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
• Your degree should be in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred
• A minimum of 5+ years of experience working at a financial services company or comparable experience working as an advisor to a financial services company
• Experience working in a Hedge Fund, Wealth/Asset Management company or as a Management Consultant in one of these companies
• 5+ years of hands-on Charles River (CRD/CRIMS) experience
• Demonstrated experience leading and supporting SaaS migrations, including transition from on-premise environments to cloud-hosted solutions
• Demonstrated 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
• Strong communication, presentation, client service and technical writing skills
• Comfortable researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
• Strong experience in supervising and executing all phases of the technology life cycle, based on proven project management and testing methodologies
• Must 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
• Willingness and ability to travel, you must hold a passport and a valid drivers license

Experience in the following areas:

• Charles River (CRD)
• SaaS Migration
• SQL
• Definition and design of business and technical requirements
• System design, selection and implementation support
• Data mapping and conversion
• Proof of concept
• Quality assurance and testing
• Business and IT process reengineering
• Program/project management and implementation planning (PMO)

• Management reporting enhancement
• Enterprise application integration
• Custom development
• Package Implementation
• Reconciliation redesign or improvement

What 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 you
At 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 $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.
• 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 world

EY 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 aiapply.co.