Remote CRM Data Architect & Program Lead

Eliassen Group; Madison (WI); Remote; USD 110,000 - 124,000; Full time

Benefits offered by this job

Medical/Dental/Vision benefits

401k with match

Life insurance

Sick time as required by law

Job summary

Eliassen Group is seeking a Contract CRM Data Lead / Project Manager to lead the design and implementation of a new in-house CRM platform for an asset management organization serving institutional and wealth/intermediary channels.

The role requires translating complex business relationships into scalable data models and delivering a fit-for-purpose CRM data model from the ground up, coordinating across Sales, Client Service, Compliance, Operations, and Technology.

Qualifications

• 10+ years leading CRM, client data, distribution, or customer master data initiatives.
• Delivered CRM or client data platforms within asset management, wealth management, or related financial services.
• Strong understanding of institutional asset management business structures and distribution channels.
• Experience with conceptual and logical data modeling and data governance.

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.

Job description

Eliassen Group is seeking a Contract CRM Data Lead / Project Manager to lead the design and implementation of a new in-house CRM platform for an asset management organization serving institutional and wealth/intermediary channels.

The role requires translating complex business relationships into scalable data models and delivering a fit-for-purpose CRM data model from the ground up, coordinating across Sales, Client Service, Compliance, Operations, and Technology.