Financial Services Tech Consulting Wealth Asset Management Manager Charles River Development

Location : New York Chicago Boston Philadelphia Charlotte and Washington

At EY were all in to shape your future with confidence.

Well 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 CRDs 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 firms 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

Experience in the following areas :

What we look for

Were 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 youll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If youre 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 well develop you with future-focused skills and equip you with world-class experiences. Well 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.

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 informationnational 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 EYs Talent Shared Services Team (TSS) or email the TSS at .

Required Experience :

Manager

Key Skills

Electro Mechanical,Instrument Maintenance,Adobe Dreamweaver,Document Control Management,E-Commerce

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 154000 - 267400