Client System Manager

Franklin Fitch; New York (NY); Hybrid; USD 200,000 - 260,000; Full time

Benefits offered by this job

Bonus

Excellent Benefits

Hybrid work

Job summary

Franklin Fitch is seeking a Client Systems Manager in New York (Hybrid) to lead the evolution of the client and distribution technology ecosystem, including Salesforce CRM and related tools.

You will partner with senior Sales, Marketing, and Distribution stakeholders, shape strategy and roadmaps, and drive innovation using AI, automation, and modern CRM practices.

Qualifications

• Extensive experience leading enterprise CRM and client engagement platforms.
• Deep Salesforce expertise in complex, customer-centric environments.
• Understanding of sales, distribution, marketing workflows.
• Ability to influence senior stakeholders and drive transformation.

Responsibilities

• Lead enterprise CRM and client engagement platforms.
• Own strategy and roadmap for client-facing platforms including Salesforce CRM.
• Influence senior business stakeholders across sales, marketing, and distribution.
• Drive innovation with AI, automation, and modern CRM capabilities.
• Oversee technology teams or lead in a player-coach model.
• Understand SaaS ecosystems, integrations, and data platforms.

Skills

Salesforce CRM

CRM leadership

Stakeholder management

Digital engagement

AI capabilities

Tools

Salesforce

Job description

Client Systems Manager | Salesforce, CRM & Distribution Technology | New York (Hybrid) | $200,000 - $260,000 Base + Bonus + Excellent Benefits

Our client is a highly regarded global investment organisation experiencing significant growth across its asset management and ETF businesses. As part of a broader investment in technology, digital marketing, and generative AI capabilities, they are seeking a Client Systems Manager to lead the evolution of a critical client and distribution technology ecosystem.

This is a unique opportunity for a commercially minded technology leader to partner directly with senior Sales, Marketing, and Distribution stakeholders while owning the strategy and roadmap for client-facing platforms including Salesforce CRM, sales enablement technologies, client engagement tools, and digital client experiences.

The Opportunity

Reporting into senior technology leadership, you will act as the principal technology partner to the commercial organisation, helping shape how client data, engagement insights, and technology capabilities drive distribution effectiveness and business growth.

This role goes beyond traditional application management. We are seeking someone who can challenge stakeholders, introduce innovative ideas, and leverage modern technologies including AI, automation, and advanced CRM capabilities to improve client engagement and sales productivity.

Key Responsibilities

• Significant experience leading enterprise CRM and client engagement platforms
• Deep Salesforce expertise, ideally in complex, customer-centric environments
• Strong understanding of sales, distribution, marketing, or client relationship workflows
• Ability to influence and partner with senior business stakeholders
• Track record of driving innovation and business transformation through technology
• Experience managing technology teams, or strong leadership capability within a player-coach environment
• Knowledge of SaaS ecosystems, integrations, data platforms, and modern software delivery practices

We are especially interested in individuals currently working within:

• Asset Management
• Wealth Management
• Investment Platforms
• Customer Engagement and Marketing Technology Organisations

Why Apply?

• Highly visible role partnering directly with commercial leadership
• Opportunity to shape the future of client engagement and distribution technology
• Significant investment in AI and digital transformation initiatives
• Strong organisational growth story
• Collaborative and innovation-focused culture
• Genuine opportunity for future leadership expansion and career progression

New York based candidates will require occasional travel to a Boston location.

For a confidential discussion, please apply directly or contact us for further information.