Charles River Team Leader (Manager)

Company: Fisher Investments
Location: Plano
Posted on: March 1, 2025

Job Description:

It's an exciting time to join Fisher Investments; we're continuing to invest in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled global team that inspires future scale through strategic solutions, innovation, mentoring, and tight knit teamwork. We help support our firm's diverse businesses, and we are excited to continue solidifying that foundation as we add more accomplished technologists to our team.

The Opportunity:

As the Charles River Team Leader you will develop and mentor a team of Charles River implementers, business analysts and testers. You will report to the VP for Portfolio Management Technology and lead in designing, developing, implementing and supporting Charles River platform and related workflows.

The Day-to-Day:

• Manage a team consisting of CRD (Charles River) implementers, business analysts, and testing resources to ensure deliverables are on time and meets Fisher standards
  
• Manage Charles River professional services resources and external consultants
  
• Manage relationships with Charles River teams including Professional Services resources, SaaS Production Support teams, solutions architects, product teams and other delivery teams
  
• Cultivate and manage relationship with business stakeholders and end-user teams
  
• Partner with Product Owners, Business stakeholders, and Project Managers to ensure requirements are captured properly and appropriate solutions are developed, tested and implemented.
  
• Ensure support model is established in partnership with Charles River SaaS teams and internal Fisher
  
• resources including off-shore teams
  
• Establish working relationships with other technology teams to jointly deliver sound technical solutions where applicable
  
• Manage and support talent development processes for PMG Technology team including regular performance evaluations, mentoring and development of resources and managing compensation discussions
  
• Partner with appropriate teams to help improve business processes through technology capabilities
  
• Lead business process, architecture and solution design activities
  
• Propose informed ideas on technology strategy and direction
  
• Contribute to and help coordinate efforts with the wider Fisher technology organization
  
• Develop and deliver communications on applications and programs being worked on by your team or the wider enterprise to business sponsors, solution developers, and infrastructure engineers
  
• Work with your colleagues and manager to establish and follow sound development practices in all phases of the solution development lifecycle
  
• Develop and proactively manage a portfolio of application and technology projects
  
  Your Qualifications:
  
  • 7+ years industry experience with focus on developing, deploying and supporting Charles River Technology Solutions
    
  • Experience in the Investments (Wealth Management) Technology space, "Buy Side" experience; and the processes and constraints inherent in a regulated industry
    
  • Experience in Trading and Portfolio Management (OMS) platforms
    
  • Experience managing teams of 7+ members to develop application solutions on predictable timelines and according to business expectations
    
  • Broad technology experience throughout systems development lifecycle, and various areas of technology architecture (infrastructure, application architecture, data architecture, integrations)
    
  • Experience with cloud-based software application architectures and infrastructure technologies
    
  • Experience in Agile/Scrum methodologies to deliver software
    
    Why Fisher Investments:
    
    We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
    
    
    • 100% paid medical, dental and vision premiums for you and your qualifying dependents
      
    • A 50% 401(k) match, up to the IRS maximum
      
    • 20 days of PTO, plus 10 paid holidays
      
    • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
      
    • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
      
      
      FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Plano , Charles River Team Leader (Manager), Executive , Plano, Texas