Position can be based out of these offices of CRD - Burlington/Boston MA, Stamford CT, Clifton and Princeton NJ, Berwyn PA, Irvine and Sacramento CA, and Toronto Canada. What we are looking for Compliance Specialist serve as subject‑matter experts in the implementation and upgrade for the compliance module of the Charles River Investment Management Solution (CRIMS). Their contributions include organizing and coding compliance rule libraries, defining client requirements, configuring and tuning the solution to the client’s compliance needs, training clients, testing workflows and resolving issues before taking the client live. Consultants are expected to demonstrate an understanding of the CRIMS compliance module. What you will be responsible for Serve as a compliance subject‑matter expert within CRIMS implementation and upgrade projects. Analyze and evaluate requirements while providing product expertise and guidance throughout the project. Ensure the solution meets the client’s business needs and that the client is prepared to assume ownership and operate the solution after go‑live. Work in conjunction with clients to coordinate their compliance rule library, code portions of the rule library and train client compliance officers in rule coding best practices. Provide assistance to other members of the Professional Services team by proactively developing and sharing best practices that pertain to the compliance module as well as other areas of the CRIMS product. Analyze and evaluate client compliance requirements to help Charles River respond to sales opportunities. Educate clients on the compliance functionality provided by CRIMS in terms of rule coding and workflows. Advise on best practices regarding the implementation and operation of the CRIMS compliance module and associated compliance services. Manage small‑scale compliance‑focused projects. Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of client‑specific implementation projects or in response to trends in the marketplace. Contribute to software quality by clearly communicating defects to Technical Support and Product Management, supporting the defect resolution process, and suggesting corrections and improvements in documentation. What we value Experience supporting or implementing compliance solutions within a bank, hedge fund, asset manager, wealth manager, consulting firm, or regulatory agency. Experience with order management and compliance solutions is especially valuable. Familiarity with the investments compliance industry including global regulatory requirements that impact buy‑side firms; relevant regulations include but are not limited to Investment Company Act of 1940, UCITS and SEC 2a‑7 Regulation. Ability to understand and decipher investment guidelines that pertain to client policies and restrictions. Basic knowledge of fixed income and equity financial instruments. Basic understanding of investment management or wealth management workflows. Basic understanding of derivatives and FX instruments is a plus. Basic command of SQL and understanding of relational databases. Strong client service appreciation; ability to build effective relationships and provide high‑quality service. Team player who shares knowledge and experience openly, takes initiative, and collaborates. Strong verbal and written communication skills, including the ability to convey plans, issues and risks to clients and team members clearly. Strong problem‑solving skills; analytical thinker capable of root‑cause analysis. Strong time‑management skills, including the ability to manage multiple projects in parallel. Basic proficiency in Investment Solutions or Technology. Salary Range $91,000 - $140,500 Annual (applies to the primary location specified; may differ for other locations) Equal Opportunity Employer As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. #J-18808-Ljbffr