EY ยท 4 hours ago
Financial Services Tech Consulting - Wealth Asset Management - Manager - Charles River Development
Charlotte, NC
Full-time
Hybrid
Mid, Senior Level
$128K/yr - $235K/yr
5+ years expEY is a leader in serving the global financial services marketplace, dedicated to helping build a better working world. The Financial Services Tech Consulting Manager will leverage Charles River Development expertise and SaaS experience to design and implement investment management solutions while collaborating with cross-functional teams to ensure operational efficiency and compliance alignment.
AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services
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
Qualification
Required
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
Preferred
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
Benefits
Medical and dental coverage
Pension and 401(k) plans
Wide range of paid time off options
Flexible vacation policy
Designated EY Paid Holidays
Winter/Summer breaks
Personal/Family Care
Other leaves of absence when needed to support your physical, financial, and emotional well-being
Company
EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.
10001+ employees
H1B Sponsorship
EY has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8723)
2024 (9877)
2023 (10966)
2022 (9394)
2021 (5652)
2020 (8849)
Funding
Current Stage
Late StageLeadership Team
Jonathan Williamson
Chief Operating Officer
Abhishek Sen
Partner
Recent News
2025-12-24
2025-12-15
2025-12-15
Company data provided by crunchbase