Remote CRM Data Architect & Project Lead (Contract)

Eliassen Group; Boston (MA); 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 seeks a Contract CRM Data Lead / Project Manager to design and implement a new in-house CRM data platform for an asset management client. You will own the CRM data model and drive cross-functional alignment across Sales, Client Service, Compliance, Operations, and Technology.

The role requires translating complex business relationships into scalable data models, delivering a fit-for-purpose CRM data model from ground up, and managing the program end-to-end.

Qualifications

• 10+ years leading CRM or client data initiatives.
• Delivered CRM or client data platforms in financial services.
• Strong understanding of institutional asset management structures.
• Knowledge of wealth/intermediary and advisor distribution channels.
• Expertise in conceptual and logical data modeling.
• Experience designing relationship-based data models beyond accounts.
• Data governance, migration, and integration architecture knowledge.
• CRM integration with portfolio accounting, billing, and ops systems.
• Excellent written communication and stakeholder management.
• Ability to work independently with limited oversight.

Responsibilities

• Develop and manage CRM implementation roadmap and project plan.
• Lead requirements gathering across institutional, intermediary, wealth, operations, compliance, and technology teams.
• Facilitate stakeholder alignment and 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

Stakeholder management

Data modeling

Project leadership

Job description

Eliassen Group seeks a Contract CRM Data Lead / Project Manager to design and implement a new in-house CRM data platform for an asset management client. You will own the CRM data model and drive cross-functional alignment across Sales, Client Service, Compliance, Operations, and Technology.

The role requires translating complex business relationships into scalable data models, delivering a fit-for-purpose CRM data model from ground up, and managing the program end-to-end.