Remote CRM Data Lead & Program Manager (Asset Mgmt)

Eliassen Group; Topeka (KS); Remote; USD 110,000 - 124,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401k with company matching

Life insurance

Job summary

The 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. This role drives the program, owns data models, and coordinates across Sales, Client Service, Compliance, Operations, and Technology to deliver a scalable CRM solution.

You will translate complex business relationships into robust data structures, govern data quality, and guide integration with portfolio accounting and billing

Qualifications

• 10+ years leading CRM, client data, distribution, or customer master data initiatives.
• Experience delivering CRM or client data platforms within asset management, wealth management, or related financial services.
• Strong understanding of institutional asset management business structures.
• Excellent written communication and stakeholder management skills.
• Ability to operate independently with limited oversight.

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

Data modeling

Stakeholder management

Project leadership

Data governance

Job description

The 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. This role drives the program, owns data models, and coordinates across Sales, Client Service, Compliance, Operations, and Technology to deliver a scalable CRM solution.

You will translate complex business relationships into robust data structures, govern data quality, and guide integration with portfolio accounting and billing