Sr. Consultant(Functional) – Professional Services
Charles River Development, a State Street Company
Job Family: FinTech – Qualified Services Implementation
About the Role
Consultants at Charles River Development (CRD) serve as subject‑matter experts in the implementation and upgrade of the Charles River Investment Management Solution. This role is critical to ensuring successful client onboarding, solution configuration, testing, training, and go‑live readiness.
You will work closely with clients and internal teams to translate business and technical requirements into robust solutions, while providing expert guidance throughout the implementation lifecycle. Consultants are expected to develop a solid understanding of the overall platform, with foundational proficiency in Investment Solutions and Technology.
Why This Role Matters
Charles River Development became part of State Street in 2018 and plays a key role in delivering enterprise investment management solutions for institutional investment, wealth management, and hedge fund clients. Together,



State Street and CRD launched State Street Alpha, the industry’s first open front‑to‑back investment platform.
This role contributes directly to delivering next‑generation investment infrastructure and supporting innovation across cloud, data, AI, and emerging technologies.

Key Responsibilities
- Serve as a subject‑matter expert on implementation and upgrade projects.
- Analyze, validate, and document client business and technical requirements, providing product expertise and recommendations.
- Configure, tune, and test application workflows to meet client investment management and operational needs.
- Ensure clients are fully prepared to assume ownership of the solution following go‑live.
- Educate clients on application functionality and advise on best practices for implementation and ongoing operation.
- Support and collaborate with other Professional Services team members by sharing knowledge and best practices.
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