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