Implementation Manager leading CRIMS implementations, analyzing client needs, and providing software guidance at Charles River Development. A role focusing on investment management software solutions.
Responsibilities
Lead or directly contribute to CRIMS implementations
Analyze and evaluate requirements while providing product expertise and guidance throughout the implementation project
Ensure the solutions developed by Charles River meet the customer’s business needs and that the customer is prepared to assume ownership and operate the solution after go-live
Assist other members of the Professional Services team and proactively develop and share best practices
Analyze and evaluate customer requirements to help Charles River respond to sales opportunities
Prepare and deliver sales presentations
Execute proof-of-concept projects to demonstrate the potential of CRIMS to satisfy the specific needs of potential customers
Educate customers on the methodologies and functionality provided by CRIMS
Advise on best practices regarding the implementation and operation of Charles River solutions and services
Monitor and evaluate customer requirements to identify potential enhancements to Charles River solutions and services
Document and communicate product improvements as part of customer-specific implementation projects or in response to trends in the marketplace
Contribute to software quality by clearly communicating defects to Client Support and Product Management
Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes
Identify errors and mistakes in documentation and suggest corrections and improvements
Requirements
Minimum of 5 years of experience with the implementation of mission-critical financial solutions
Experience in the implementation of a financial system within a bank, hedge fund or asset manager, or wealth management firm
Experience with middle-office workflows, security life cycle events, corporate action processing, daily position reconciliation
Experience implementing investment management software, preferably an order management and compliance system
Experience with post-trade workflows, trade confirmation via matching platforms, such as, CTM, TradeNeXus
Looking for candidates with Business Systems Analyst experience/skillset
Proficiency with SQL
Understanding of multi-tier technical architectures, messaging systems, and relational database structures
Implementation Managers must understand customer needs and build effective relationships
Must be customer driven, able to work within a team environment, and focused on providing a high quality of service to the customer
Strong time management skills including the ability to manage multiple projects in parallel
Strong problem solving/analytical skills.
Benefits
Generous medical care
Insurance and savings plans
401K with company match
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards
Eligibility for certain tax advantaged savings plans
Job title
Implementation Manager – IBOR, Investment Software Development
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