Remote CRM Data Lead & Platform Project Manager

Eliassen Group; United States; Remote; USD 110,000 - 124,000; Full time

Benefits offered by this job

Medical, Dental, Vision benefits

401k with company matching

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 organization serving institutional and wealth/intermediary channels. You will own the CRM data architecture, translate complex business relationships into scalable models, and guide stakeholders across Sales, Client Service, Compliance, Operations, and Technology.

Responsibilities include roadmap creation, requirements gathering, governance, data

Qualifications

• 10+ years leading CRM, client data, distribution, or customer master data initiatives.
• Delivered CRM or client data platforms within asset management or wealth management.
• Strong understanding of institutional asset management business structures.
• Experience designing relationship-based data models beyond account/contact structures.
• Knowledge of data governance, data migration, and integration architecture.

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.

Skills

CRM data leadership

Project management

Stakeholder management

Data modeling

CRM integration

Data governance

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 organization serving institutional and wealth/intermediary channels. You will own the CRM data architecture, translate complex business relationships into scalable models, and guide stakeholders across Sales, Client Service, Compliance, Operations, and Technology.

Responsibilities include roadmap creation, requirements gathering, governance, data