Job Closed

This listing is no longer active.

Technical Consultant

ConsultantConsultantOtherRemoteSeniorTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

Arizona + 28 moreAll locations: Arizona | California | Colorado | Connecticut | District of Columbia | Florida | Idaho | Illinois | Iowa | Kansas | Nevada | New Hampshire | New Jersey | New York | North Carolina | Ohio | Oklahoma | Oregon | Maryland | Massachusetts | Michigan | Minnesota | Missouri | Pennsylvania | Tennessee | Texas | Virginia | Washington | Wisconsin

Posted

116 days ago

Salary

$125.9K - $152.8K / year

Seniority

Senior

6 yrs expEnglish

Job Description

Technical Consultant

FormativGroup

• Lead CRE Workflow Design: Oversee end-to-end user journey design for advisor-driven wealth management workflows, collaborating with business stakeholders to ensure alignment with business needs. • Configure CRE Functional Components: Configure CRE user workflows, navigation structures, role-based entitlements, layouts, and views; coordinate with Charles River teams to deploy updates into Production environments. • Manage IBOR Batch Processing: Configure and validate batch jobs required to support Charles River IBOR processes, ensuring accurate and timely data integrity. • Enable API-Driven Integrations: Configure and validate APIs supporting new accounts, updates, client restrictions, servicing requests (contributions, withdrawals, tax selling), portfolio transitions, and other CRE-enabled processes. • Facilitate Stakeholder Engagement: Lead team meetings and working sessions with business teams, ensuring clear communication, requirement alignment, and timely issue resolution.

Job Requirements

  • Strong understanding of advisor-driven wealth management processes, workflows, and user journeys.
  • 6 yrs Charles River Configuration Skills: Hands-on experience configuring Charles River Everywhere, including workflows, entitlements, views, layouts, and navigation.
  • Integration & API Knowledge: Demonstrated ability to configure, validate, and troubleshoot API-driven interfaces supporting front-, middle-, and back-office needs.
  • IBOR Functional Understanding: Experience supporting or configuring Charles River IBOR batch jobs and related operational processes.
  • Stakeholder Leadership: Proven ability to lead cross-functional meetings, gather requirements, influence decisions, and manage expectations with business and technical partners.

Benefits

  • Medical
  • Dental
  • Vision
  • 401(k)
  • Paid time off
  • Discretionary bonuses
  • Commissions
  • Comprehensive benefits package

Related Categories

Related Job Pages

More Consultant Jobs

ContractRemoteTeam 201-500H1B No Sponsor

• Lead **Discovery and Design workshops** with business stakeholders • Gather and document functional requirements • Design SAP S/4HANA Advanced TM configuration and business processes • Provide best practices and solution guidance to maximize system capabilities • Configure SAP TM according to business and security role requirements • Perform unit testing and support integrated testing cycles • Support data conversion activities • Collaborate with technical teams on integration development efforts • Ensure alignment between functional design and system configuration

Canada
OtherRemoteTeam 10,001+Since 1858H1B Sponsor

• responsible for driving new business development and providing consultative solutions to clients within the healthcare sector. • proactively self-source opportunities and cultivate relationships through networking. • partner with key stakeholders to deliver innovative, data-driven market strategies that accelerate growth. • articulate Big Data Healthcare's value proposition to clients. • manage internal relationships to build trust and networks effectively. • develop Big Data Healthcare’s brand through trade shows and industry conferences. • devise and execute a plan to exceed sales goals and manage a sales pipeline. • communicate implementation timelines and ensure proper account documentation.

Illinois
$96.5K - $207.5K / year
Job Closed
GovWorx logo

Onboarding Consultant

GovWorx

AI That Elevates the Impact of ALL Responders

Consultant116 days ago
OtherRemoteTeam 11-50Since 2023H1B No Sponsor

• Serve as a subject-matter guide for agencies on QA/QI, training, and coaching best practices within CommsCoach. • Help customers align their evaluation, coaching, and training programs with national standards (e.g., NENA/APCO) and ECC operational norms. • Recommend workflows, evaluation cadences, coaching structures, and training cycles that are realistic for each agency’s size, staffing, and maturity. • Identify “quick wins” and early indicators of success to build confidence and momentum in the use of CommsCoach. • Partner with GovWorx Project Managers, agency project leads, and ECC leadership to guide the functional onboarding work. • Participate in kickoff and milestone meetings to explain the onboarding approach, set expectations, and ensure clarity around roles and responsibilities. • Work directly with supervisors, QA personnel, trainers, and CTOs to understand local policies, workflows, and constraints and reflect them in the platform. • Proactively communicate customer blockers, missing requirements, and adoption risks to Project Managers and internal stakeholders. • Configure CommsCoach to support each agency’s workflows, staffing model, and evaluation structure, grounded in industry best practices and CommsCoach standards. • Design evaluation and training configurations that promote consistency, transparency, and meaningful feedback. • Incorporate relevant operational nuances (e.g., call flows, roles, routing) so that the platform is intuitive and useful for end users. • Collaborate with Technical Services to validate that customer data integrations support the agreed-upon workflows. • Use and refine AI prompts to generate or enhance coaching feedback and training materials. • Deliver clear, structured training to supervisors, QA staff, trainers, CTOs, and administrators across various operational competencies.

United States
$75K - $80K / year
Job Closed
OtherRemoteTeam 5,001-10,000Since 2000H1B Sponsor

• Provide consulting services to internal teams, plan sponsors, and financial advisors on complex technical matters • Conduct thorough reviews of individually designed plans and other complex retirement plans • Support onboarding and amendment processes for 403(b) plans and customized 401(k) and 403(b) plan documents • Provide support for special projects such as, IRS restatements and onboarding acquired blocks of plans • Enhance technical and industry knowledge by attending continuing education classes

Nebraska + 2 moreAll locations: Nebraska | Pennsylvania | South Carolina
$70K - $115K / year
Job Closed