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FormativGroup

FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. We are specialists who help the middle market take full advantage of their technology investments with deep, industry-centric expertise, all in one place, to unify fragmented systems. With deep technical expertise across cloud architecture, system integration, AI, and data strategy, we bridge the gap between business goals and modern platforms. FormativGroup is an equal opportunity employer providing opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. ADA Specifications: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Technical Consultant

Full TimeRemoteTeam 51-200Company SiteLinkedIn

Location

Arizona + 28 moreAll locations: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Idaho, Illinois, Iowa, Kansas, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Pennsylvania, Tennessee, Texas, Virginia, Washington, Wisconsin

Posted

9 days ago

Salary

$125.9K - $152.8K / year

6 yrs expEnglish

Job Description

• Lead CRE Workflow Design: Oversee end-to-end user journey design for advisor-driven wealth management workflows, collaborating with business stakeholders to ensure alignment with business needs. • Configure CRE Functional Components: Configure CRE user workflows, navigation structures, role-based entitlements, layouts, and views; coordinate with Charles River teams to deploy updates into Production environments. • Manage IBOR Batch Processing: Configure and validate batch jobs required to support Charles River IBOR processes, ensuring accurate and timely data integrity. • Enable API-Driven Integrations: Configure and validate APIs supporting new accounts, updates, client restrictions, servicing requests (contributions, withdrawals, tax selling), portfolio transitions, and other CRE-enabled processes. • Facilitate Stakeholder Engagement: Lead team meetings and working sessions with business teams, ensuring clear communication, requirement alignment, and timely issue resolution.

Job Requirements

  • Strong understanding of advisor-driven wealth management processes, workflows, and user journeys.
  • 6 yrs Charles River Configuration Skills: Hands-on experience configuring Charles River Everywhere, including workflows, entitlements, views, layouts, and navigation.
  • Integration & API Knowledge: Demonstrated ability to configure, validate, and troubleshoot API-driven interfaces supporting front-, middle-, and back-office needs.
  • IBOR Functional Understanding: Experience supporting or configuring Charles River IBOR batch jobs and related operational processes.
  • Stakeholder Leadership: Proven ability to lead cross-functional meetings, gather requirements, influence decisions, and manage expectations with business and technical partners.

Benefits

  • Medical
  • Dental
  • Vision
  • 401(k)
  • Paid time off
  • Discretionary bonuses
  • Commissions
  • Comprehensive benefits package

Related Categories

Consultant

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