Senior CRM Architect – Financial Services

West Monroe; Los Angeles (CA); Hybrid; USD 132,000 - 155,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401k

Annual bonus

Unlimited time off

Ten paid holidays

Parental leave

Job summary

West Monroe is seeking a Senior Consultant to join our Technology & Experience practice as a CRM Solution Architect. This role focuses on designing and implementing CRM solutions for wealth management, banking, and insurance clients to improve advisor, employee, and customer experiences.

You will lead architecture workstreams, translate requirements into scalable data models, and collaborate with cross-functional teams to deliver end-to-end implementations.

Qualifications

• Experience designing CRM solutions for financial services.
• Ability to translate business requirements into scalable architectures.
• Experience leading workshops with business and technology stakeholders.

Responsibilities

• Lead CRM solution architecture and design workstreams for clients.
• Advise on CRM strategy, platform selection, and integration design.
• Translate business requirements into scalable data models and configurations.
• Facilitate requirements sessions with stakeholders to define future-state solutions.
• Design solutions for advisor workflows, client servicing, and lead management.
• Collaborate with product owners, engineers, and client teams through delivery.
• Leverage AI tools to accelerate analysis and generate insights.

Skills

CRM architecture

Wealth management

Stakeholder facilitation

Financial services

Platform strategy

Tools

Salesforce

Dynamics 365

AI tools (ChatGPT)

Job description

West Monroe is seeking a Senior Consultant to join our Technology & Experience practice as a CRM Solution Architect. This role focuses on designing and implementing CRM solutions for wealth management, banking, and insurance clients to improve advisor, employee, and customer experiences.

You will lead architecture workstreams, translate requirements into scalable data models, and collaborate with cross-functional teams to deliver end-to-end implementations.