Remote CRM Data Architect & Project Lead

Eliassen Group; Santa Fe (NM); Remote; USD 110,000 - 124,000; Part time

Benefits offered by this job

Medical benefits (choose from 3 plans)

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 data architecture for an asset management client. You will lead the program, own the data model, and translate complex business relationships into scalable CRM structures for institutional and wealth/intermediary channels.

Remote role with the ability to drive cross-functional decisions 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 financial services.
• Strong understanding of institutional asset management business structures.
• Experience designing relationship-based data models beyond account/contact structures.
• Excellent written communication and stakeholder management skills.

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.
• 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

Stakeholder management

Project governance

Effective communication

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 client. You will lead the program, own the data model, and translate complex business relationships into scalable CRM structures for institutional and wealth/intermediary channels.

Remote role with the ability to drive cross-functional decisions across Sales, Client Service, Compliance, Operations, and Technology.