Remote CRM Data Architect & Program Lead

Eliassen Group; Trenton (NJ); Remote; USD 110,000 - 124,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) 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 client. You will own the CRM data architecture, translating complex business relationships into scalable models and leading cross-functional teams through requirements gathering and delivery.

The role emphasizes building a fit-for-purpose CRM data model from the ground up, with responsibilities spanning governance, data quality, migrations, and

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 financial services.
• Strong understanding of institutional asset management and wealth/distribution channels.

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.

Skills

CRM data modeling

Data governance

Stakeholder management

Project leadership

CRM integration

Data migration planning

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 client. You will own the CRM data architecture, translating complex business relationships into scalable models and leading cross-functional teams through requirements gathering and delivery.

The role emphasizes building a fit-for-purpose CRM data model from the ground up, with responsibilities spanning governance, data quality, migrations, and