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Senior Technical Consultant Charles River Everywhere at FormativGroup. Location Information: . Summary. . The role of the experienced Senior Technical Consultant, Charles River Everywhere (CRE) is to support the configuration and optimization of advisor workflows within a wealth management environment. This individual will play a key role in designing user journeys, enhancing advisor-facing processes, and aligning platform capabilities with business needs. The ideal candidate brings hands-on CRE configuration experience and a strong understanding of advisor-driven business operations. This role requires both technical proficiency and the ability to collaborate effectively with business and technology stakeholders.. . . . 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. . . . . Qualifications. . . 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 pro. Please mention the word **EXTRAORDINARY** and tag RMTA0LjE1NC4yMDcuNTI= when applying to show you read the job post completely (#RMTA0LjE1NC4yMDcuNTI=). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human..