EY
Financial Services Tech Consulting - Wealth Asset Management - Manager - Charles
EY, Charlotte, North Carolina, United States, 28245
Financial Services Tech Consulting - Wealth Asset Management - Manager - Charles River Development
Location: 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.
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.
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.
Qualifications
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 driver’s licence
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
Comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. Base salary ranges are $128,400 to $235,300 in the U.S., with higher ranges in major metros.
Flexible work model with emphasis on collaboration; most clients engage in hybrid models 40‑60% of the time.
Flexible vacation policy and generous paid time off options.
Additional benefits
include medical and dental coverage, pension and 401(k) plans.
Equal Opportunity 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. If you have a disability and either need assistance applying online or need to request an accommodation, please call 1‑800‑EY‑HELP3 or email ssc.customersupport@ey.com.
About EY EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
#J-18808-Ljbffr
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.
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.
Qualifications
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 driver’s licence
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
Comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. Base salary ranges are $128,400 to $235,300 in the U.S., with higher ranges in major metros.
Flexible work model with emphasis on collaboration; most clients engage in hybrid models 40‑60% of the time.
Flexible vacation policy and generous paid time off options.
Additional benefits
include medical and dental coverage, pension and 401(k) plans.
Equal Opportunity 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. If you have a disability and either need assistance applying online or need to request an accommodation, please call 1‑800‑EY‑HELP3 or email ssc.customersupport@ey.com.
About EY EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
#J-18808-Ljbffr