Note: The job is a remote job and is open to candidates in USA. Eliassen Group is seeking a contract CRM Data Lead / Project Manager for an unnamed client in asset management. The contractor will lead the design and implementation of an in-house CRM platform, manage delivery, and own the conceptual and logical CRM data architecture.
Responsibilities
- Develop and manage the CRM implementation roadmap and project plan
- Lead requirements gathering across institutional, intermediary, wealth, operations, compliance, and technology teams
- Facilitate stakeholder alignment and drive cross-functional decision-making
- Manage project risks, dependencies, milestones, and communications
- Provide delivery oversight through implementation and launch
- Own the conceptual and logical CRM data model
- Design models supporting institutional and wealth/intermediary businesses
- Define entity, relationship, hierarchy, role, and ownership structures
- Establish data governance, data quality, and master data management principles
- Develop historical relationship tracking and role-based relationship management approaches
- Create integration strategies between CRM, portfolio accounting, billing, and related systems
- Lead CRM data migration planning and execution strategy
- Model institutional structures including clients, plan sponsors, consultants, OCIO providers, decision makers, mandates, products, legal entity hierarchies, accounts, vehicles, RFP/DDQ processes, and complex multi-role relationships
- Model wealth and intermediary structures including advisors, teams, broker-dealers, advisory firms, platforms, custodians, omnibus and model-delivery arrangements, asset and flow attribution, advisor mobility, and distribution coverage where end investors may be unknown
Skills
- 10+ years leading CRM, client data, distribution, or customer master data initiatives
- Delivered CRM or client data platforms within asset management, investment managers, wealth management, institutional investment businesses, or related financial services
- Strong understanding of institutional asset management business structures
- Strong understanding of wealth, intermediary, and advisor distribution channels
- Demonstrated expertise in conceptual and logical data modeling
- Experience designing relationship-based data models beyond account/contact structures
- Knowledge of data governance, data migration, and integration architecture
- Experience integrating CRM with portfolio accounting, billing, and operational systems
- Excellent written communication and stakeholder management skills
- Ability to operate independently with limited oversight
- Built or redesigned CRM platforms from the ground up and supported both institutional and intermediary/wealth distribution on a single platform
- Familiarity with investment products, mandates, pooled funds, consultant relationships, and OCIO models, and experience with enterprise data governance and client master initiatives
Benefits
- Remote
- For W2 consultants: Medical benefits
- For W2 consultants: Dental benefits
- For W2 consultants: Vision benefits
- For W2 consultants: 401k with company matching
- For W2 consultants: life insurance
Company Overview
Company H1B Sponsorship