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See allResponsibilities:
- Configure CRE to support wealth management.
- Design and optimize user journeys.
- Partner with stakeholders to improve platform usability.
Qualifications:
- Experience in wealth management.
- Hands-on experience configuring CRE.
- Strong analytical and problem-solving skills.
Preferred:
- Working knowledge of Charles River Development (CRD).
- Understanding of Activity posting.
- Understanding of Positions and tax lot maintenance.
FormativGroup
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.