Remote CRM Data Architect & Project Lead (Contract)

Eliassen Group; Augusta (ME); Remote; USD 110,000 - 124,000; Part time

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 contractor will drive the program, own the data model, and coordinate across Sales, Client Service, Compliance, Operations, and Technology to deliver a scalable CRM data solution from the ground up.

Qualifications

• 10+ years leading CRM, client data, distribution, or customer master data initiatives.
• Delivered CRM or client data platforms within financial services or asset/ wealth management.
• Strong understanding of institutional asset management business structures.
• Strong understanding of wealth, intermediary, and advisor distribution channels.
• Experience with conceptual and logical data modeling.
• Experience designing relationship-based data models beyond accounts/contacts.
• Knowledge of data governance, migration, and integration architecture.
• Experience integrating CRM with portfolio accounting, billing, and operations.

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, and entities.

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 contractor will drive the program, own the data model, and coordinate across Sales, Client Service, Compliance, Operations, and Technology to deliver a scalable CRM data solution from the ground up.