Remote CRM Data Architect & PM Lead (Contract)

Eliassen Group; Salt Lake City (UT); Remote; USD 110,000 - 124,000; Part time

Benefits offered by this job

Medical, Dental, Vision benefits

401k with company match

Life insurance

Job summary

Eliassen Group is seeking a Contract CRM Data Lead / Project Manager to design and implement a new in-house CRM platform for an asset management firm serving institutional and wealth channels. You will own the CRM data architecture from concept through data model to deployment, coordinating across Sales, Client Service, Compliance, Operations, and Technology.

The role emphasizes data modeling, governance, and cross-functional leadership, with a W2 hourly rate of $80.00–$90.00.

Qualifications

• 10+ years leading CRM, client data, distribution, or customer master data initiatives.
• Experience delivering CRM or client data platforms within asset management or related financial services.
• Strong understanding of institutional asset management business structures.
• Knowledge of data governance, data migration, and integration architecture.
• Ability to translate complex business relationships into scalable data models.

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

Stakeholder management

Data modeling

Data governance

Tools

CRM systems

Portfolio accounting systems

Billing systems

Job description

Eliassen Group is seeking a Contract CRM Data Lead / Project Manager to design and implement a new in-house CRM platform for an asset management firm serving institutional and wealth channels. You will own the CRM data architecture from concept through data model to deployment, coordinating across Sales, Client Service, Compliance, Operations, and Technology.

The role emphasizes data modeling, governance, and cross-functional leadership, with a W2 hourly rate of $80.00–$90.00.