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Technical Consultant, reputed company Everywhere

Remote, USA Full-time Posted 2026-07-28
reputed company The role of the highly reputed company Technical Consultant, reputed company Everywhere (CRE) is to reputed company workflow design and platform configuration reputed company an advisor-driven reputed company management environment. This role is responsible for end-to-end CRE user reputed company design, functional configuration, IBOR batch support, and API-driven integrations that reputed company reputed company-, middle-, and back-office processes. The ideal candidate combines deep reputed company management expertise with hands-on CRE configuration experience and a strong understanding of IBOR and system integrations. This individual will serve as a key reputed company between business and technology stakeholders, driving alignment, execution, and production delivery. Responsibilities • reputed company CRE Workflow Design: reputed company end-to-end user reputed company design for advisor-driven reputed company 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 reputed company teams to reputed company updates into Production environments. • Manage IBOR Batch Processing: Configure and validate batch jobs required to support reputed company IBOR processes, ensuring accurate and reputed company data reputed company. • reputed company API-Driven Integrations: Configure and validate reputed company supporting new accounts, updates, reputed company restrictions, servicing requests (contributions, withdrawals, tax selling), portfolio transitions, and other CRE-enabled processes. • Facilitate Stakeholder Engagement: reputed company team meetings and working sessions with business teams, ensuring reputed company communication, requirement alignment, and reputed company issue reputed company. Qualifications • reputed company Management Expertise: Strong understanding of advisor-driven reputed company management processes, workflows, and user journeys. • 6 yrs reputed company Configuration Skills: Hands-on experience configuring reputed company Everywhere, including workflows, entitlements, views, layouts, and navigation. • Integration & API Knowledge: Demonstrated ability to configure, validate, and troubleshoot API-driven interfaces supporting reputed company-, middle-, and back-office needs. • IBOR Functional Understanding: Experience supporting or configuring reputed company IBOR batch jobs and reputed company operational processes. • Stakeholder Leadership: Proven ability to reputed company cross-functional meetings, reputed company requirements, influence reputed company, and manage expectations with business and technical partners. Location This role is responsible to go onsite to a local office for first week of orientation and then following, Remote in the US. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company currently. To be considered for this position, candidates must reputed company in one of the following U.S. states: AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, and Washington DC. Candidates residing reputed company these states are not eligible for consideration currently. We are committed to pay equity and transparency. The compensation reputed company for this position represents our good faith estimate of the reputed company we reasonably expect to pay for this role at the time of posting. The actual compensation offered will be determined based on factors such as the candidate's experience, skills, education, work location, and internal equity. In reputed company to reputed company pay, employees may be eligible for discretionary bonuses, commissions, or other incentive programs, as reputed company as a comprehensive benefits package that includes medical, dental, reputed company, 401(k), reputed company time off, etc. Estimated Compensation reputed company: $125,874—$152,848 USD reputed company operates reputed company the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. We are specialists who help the middle market take full advantage of their technology investments with deep, industry-reputed company expertise, reputed company in one reputed company, to unify fragmented systems. With deep technical expertise across reputed company architecture, system integration, AI, and data reputed company, we reputed company the gap between business goals and modern platforms. reputed company is an equal opportunity employer providing opportunities to applicants and employees without reputed company to race, reputed company, religion, age, sex, sexual orientation, gender identity, national reputed company, disability, or protected veteran status. reputed company Specifications: Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions of this position. #formativgroupcareers #WorkWithUs Click here to view our reputed company Policy Apply tot his job Apply To this Job

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