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See allSummary:
- Lead workflow design and platform configuration.
- Responsible for end-to-end CRE user journey design and functional configuration.
- Key liaison between business and technology stakeholders.
Responsibilities:
- Oversee end-to-end user journey design for advisor-driven wealth management workflows.
- Configure CRE user workflows, navigation structures, and role-based entitlements.
- Configure and validate APIs supporting new accounts and portfolio transitions.
Qualifications:
- Strong understanding of advisor-driven wealth management processes.
- Hands-on experience configuring Charles River Everywhere.
- Proven ability to lead cross-functional meetings and influence decisions.
FormativGroup
FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. They are specialists that help the middle market take full advantage of their technology investments with deep, industry-centric expertise, all in one place, to unify fragmented systems.