Remote CRM Data Lead & Project Manager (Contract)

Eliassen Group; Columbus (OH); Remote; USD 110,000 - 124,000; Part time

Benefits offered by this job

Medical, Dental, and Vision benefits

401k with company matching

Life Insurance

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 client serving institutional and wealth/intermediary channels. You will own the conceptual and logical CRM data architecture and translate complex business relationships into scalable data models.

The role requires aligning stakeholders across Sales, Client Service, Compliance, Operations, and Technology, delivering a fit-for-purpose

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.
• Strong understanding of wealth, intermediary, and advisor distribution channels.
• Expertise in conceptual and logical data modeling.
• Experience designing relationship-based data models beyond accounts/contacts.
• Knowledge of data governance, data migration, and integration architecture.
• Experience integrating CRM with portfolio accounting, billing, and ops systems.

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.
• 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 modeling

Project management

Stakeholder management

Data governance

Data migration

Integration architecture

Tools

CRM systems

Portfolio accounting

Billing systems

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 client serving institutional and wealth/intermediary channels. You will own the conceptual and logical CRM data architecture and translate complex business relationships into scalable data models.

The role requires aligning stakeholders across Sales, Client Service, Compliance, Operations, and Technology, delivering a fit-for-purpose