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Technical Consultant, Charles River Everywhere

FormativGroup
$125,874–$152,848/yr
US

  • Lead CRE Workflow Design: Oversee end-to-end user journey design for advisor-driven wealth management workflows.
  • Configure CRE Functional Components: Configure CRE user workflows, navigation structures, role-based entitlements, layouts, and views.
  • Manage IBOR Batch Processing: Configure and validate batch jobs required to support Charles River IBOR processes.

Wealth Management API
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Senior Technical Consultant, Charles River Everywhere (CRE)

FormativGroup
$143,039–$173,690/yr
US

  • Configure and customize Charles River Everywhere (CRE) to support wealth management operations.
  • Design and optimize user journeys, navigation structures, layouts, and entitlement-based views.
  • Translate advisor and business requirements into scalable CRE configurations.

FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. They 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.

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