Jr Mortgage Consultant selling loan products by engaging with prospective clients and providing superior customer service. Attend training sessions and meet monthly production goals in Fort Washington.
About the role
- Senior Technical Consultant configuring advisor workflows for wealth management solutions. Partnering with stakeholders to optimize user journeys and enhance platform capabilities in financial technology.
Responsibilities
- Configure and customize Charles River Everywhere (CRE) to support wealth management operations and advisor workflows
- Design and optimize user journeys, navigation structures, layouts, and entitlement-based views
- Translate advisor and business requirements into scalable CRE configurations
- Partner with wealth management stakeholders to improve advisor-driven processes and platform usability
- Support workflow enhancements across portfolio management, trading, and related wealth processes
- Collaborate with technology teams to ensure system configurations align with broader platform architecture
- Provide guidance on best practices for CRE configuration and process optimization
- Assist with validation, testing, and implementation of configuration changes
Requirements
- Demonstrated experience within wealth management environments, particularly supporting advisor-driven business processes
- 8 yrs Hands-on experience configuring Charles River Everywhere, including:
- User workflows
- Navigation structures
- Entitlement-based views and layouts
- Strong understanding of advisor workflows and wealth management operational processes
- Ability to communicate effectively with both business users and technical stakeholders
- Strong analytical and problem-solving skills
Benefits
- Medical
- Dental
- Vision
- 401(k)
- Paid time off
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Senior Consultant leading Cost Segregation projects at Ryan for clients in construction and engineering sectors. Responsibilities include analyzing assets, communicating with clients, and ensuring compliance.
Business Analytics Consultant Senior utilizing AI and analytics for solutions in PNC's Retail Bank Operations. Delivering data insights and driving decision - making through complex analytical tools and methodologies.
Program Manager ensuring project execution aligns with business objectives in a rapidly expanding tech company. Enhancing customer satisfaction through cross - functional collaboration and business development initiatives.
Consultant for heavy vehicles in a leading automotive distribution company. Engaging in sales, negotiations, and customer interactions.
Consultant supporting onboarding activities within CFGI’s Managed Services Transitions function. Focused on data gathering, process documentation, and key deliverables for smooth transitions.
Experimentation Consultant at GAIN optimizing digital ecosystems and client conversion strategies. Collaborating with teams to drive revenue growth through data and experimentation.
Consultant responsible for commercial actions and marketing strategies for Ipiranga's fuel segment clients. Focused on client relationships, sales, and consulting to optimize performance.
Consultor(a) Especialista Interno at Stone solving client problems in hybrid work environment. Join a team focused on customer excellence and root cause solutions in Rio de Janeiro.
Media Consultant responsible for strategy development and client management in communications. Engaging with clients across marketing and media sectors in a hybrid work environment.