Kaygen

Configure and optimize Charles River Everywhere workflows and UI components for wealth management users. | 3+ years experience in wealth management with hands-on CRE configuration and knowledge of IBOR processes. | KAYGEN is an emerging leader in providing top talent for technology-based staffing services. We specialize in providing high-volume contingent staffing, direct hire staffing and project-based solutions to companies worldwide ranging from startups to Fortune 500 and Managed Service Providers (MSP) across a wide variety of industries. Job Title: Charles River Everywhere Location: San Francisco, CA (Remote) Duration: 9 Months Key Responsibilities • Configure CRE workflows and UI components, including user journeys, navigations, views, layouts, and role-based entitlements to meet business requirements. • Analyze and optimize advisor-driven business processes, ensuring seamless end-to-end experiences for wealth management users. • Partner with business and technology teams to gather requirements, translate needs into configuration specifications, and support solution deployment. • Support integration and data flows by validating CRE-related API interfaces and coordinating with technical teams as needed. • Assist in IBOR-related activities, such as reviewing position data, tax lots, and reconciliation workflows, leveraging working knowledge of CRD's Investment Book of Record. Qualifications • 3+ years of experience in wealth management, with strong understanding of advisor-driven workflows and user journeys. • Hands-on experience configuring Charles River Everywhere, including workflows, navigations, views, entitlements, and layout configuration. • Strong communication and stakeholder-management skills, with demonstrated ability to collaborate across business and technical teams. • Familiarity with CRD/CRE data structures and workflows, including activities posting and reconciliation processes. • Working knowledge of CRD Investment Book of Records (IBOR) and related operational processes (positions, tax lots, custodial reconciliation) is a strong plus. At KAYGEN, we are always looking for dynamic, talented and experienced individuals. We invite you to join our team of talented IT professionals, consulting at client locations across the globe. Our culture is team-orientated; we strive to stand by our core values of respect, honesty and integrity. Our team of experienced staffing experts will work with you to find you the best opportunity. For more information, please visit us at www.kaygen.com. Benefits: • Free Healthcare Insurance • Vision and Dental Insurance • 401(k) Retirement Plan • Free Life Insurance • Sick Time Off Achieve your Kaizen by clicking here. A unique and exclusive talent community supported by Kaygen, that includes programs like: • Certifications • Mentorship Program • Referrals • Family and Wellness benefits • Continuous Growth and Career Development