Remote CRM Data Architect & Program Lead

Eliassen Group; Annapolis (MD); Remote; USD 110,000 - 124,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

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 data architecture for an asset management organization serving institutional and wealth channels. You will translate complex business relationships into scalable data models and own the CRM data model from the ground up.

You will drive the program across Sales, Client Service, Compliance, Operations, and Technology, delivering a fit-for-purpose CRM data model and an integration

Qualifications

• 10+ years leading CRM, client data, distribution, or customer master data initiatives.
• Delivered CRM or client data platforms within asset management or wealth management.
• Strong understanding of institutional asset management business structures.

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

CRM data leadership

Data modeling

Data governance

Data migration

Stakeholder management

Integration architecture

Written communication

Independent work

Job description

Eliassen Group is seeking a Contract CRM Data Lead / Project Manager to design and implement a new in-house CRM data architecture for an asset management organization serving institutional and wealth channels. You will translate complex business relationships into scalable data models and own the CRM data model from the ground up.

You will drive the program across Sales, Client Service, Compliance, Operations, and Technology, delivering a fit-for-purpose CRM data model and an integration