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Eliassen Group

Job Details

Skills

Data Architecture
Sales
Customer Service
Life Insurance
Roadmaps
Project Planning
Requirements Elicitation
Regulatory Compliance
Decision-making
Management
Data Modeling
Data Quality
Master Data Management
Relationship Management
Legal
Request For Proposal
Customer Master Data
Wealth Management
Financial Services
Asset Management
Logical Data Model
Data Migration
Integration Architecture
Accounting
Billing
Stakeholder Management
Customer Relationship Management (CRM)
Distribution
Data Governance
Screening
Artificial Intelligence
Recruiting
Taxes
Insurance
Law
Communication
Gmail
Routing
Management Consulting
Life Sciences
SAP BASIS
Military

Data Architecture
Sales
Customer Service
Life Insurance
Roadmaps
Project Planning
Requirements Elicitation
Regulatory Compliance
Decision-making
Management
Data Modeling
Data Quality
Master Data Management
Relationship Management
Legal
Request For Proposal
Customer Master Data
Wealth Management
Financial Services
Asset Management
Logical Data Model
Data Migration
Integration Architecture
Accounting
Billing
Stakeholder Management
Customer Relationship Management (CRM)
Distribution
Data Governance
Screening
Artificial Intelligence
Recruiting
Taxes
Insurance
Law
Communication
Gmail
Routing
Management Consulting
Life Sciences
SAP BASIS
Military

Summary

Description:
Remote

Our client seeks a Contract CRM Data Lead / Project Manager to lead the design and implementation of a new in-house CRM platform for an asset management organization serving institutional and wealth/intermediary channels. The contractor will drive the program while owning conceptual and logical CRM data architecture. The role requires translating complex business relationships into scalable data models, aligning stakeholders across Sales, Client Service, Compliance, Operations, and Technology, and delivering a fit-for-purpose CRM data model from the ground up rather than configuring an off-the-shelf product.

We can facilitate w2 and corp-to-corp consultants. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.

Rate: $80.00 to $90.00/hr. w2

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.

Experience Requirements:

10+ years leading CRM, client data, distribution, or customer master data initiatives.
Delivered CRM or client data platforms within asset management, investment managers, wealth management, institutional investment businesses, or related financial services.
Strong understanding of institutional asset management business structures.
Strong understanding of wealth, intermediary, and advisor distribution channels.
Demonstrated expertise in conceptual and logical data modeling.
Experience designing relationship-based data models beyond account/contact structures.
Knowledge of data governance, data migration, and integration architecture.
Experience integrating CRM with portfolio accounting, billing, and operational systems.
Excellent written communication and stakeholder management skills.
Ability to operate independently with limited oversight.
Preferred: built or redesigned CRM platforms from the ground up and supported both institutional and intermediary/wealth distribution on a single platform.
Preferred: familiarity with investment products, mandates, pooled funds, consultant relationships, and OCIO models, and experience with enterprise data governance and client master initiatives.

Recruitment Transparency Notice

Eliassen Group values transparency in our recruitment practices. Please be advised that Eliassen Group utilizes artificial intelligence (AI) tools as part of its initial application screening and hiring process. You may receive email and SMS notifications from the Eliassen Virtual Recruiting Team (, ) inviting you to complete a brief voice screening as part of your application process. These tools assist our hiring teams in different ways, including but not limited to, assistance in reviewing application materials to help identify candidates whose qualifications most closely match the requirements of the position. All AI-assisted evaluations and responses are reviewed by human recruiters before any hiring decisions are made. The use of AI in our process is intended to support fairness, efficiency, and consistency, and Eliassen Group takes measures to prevent bias or discrimination in connection with its hiring practices. By proceeding, you acknowledge, agree, and consent to Eliassen Group's use of these tools, including AI tools, as part of the application and hiring process.

Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.

W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.
If anyone reaches out to you about an open position connected with Eliassen Group, please ensure that you are working directly with us by confirming the following:

When you work with Eliassen Group, all email communication will come from an Eliassen.com address, never Gmail, Yahoo, etc.

Eliassen Group will never ask you for personal information (home address, bank account, or check routing number) until you have worked with someone clearly associated with Eliassen Group.

If you have any indication of fraudulent activity, please contact .

About Eliassen Group:

Eliassen Group is a strategic consulting firm that helps organizations reach further and achieve more through our technology, business advisory, and life sciences solutions. For nearly 40 years, we have combined exceptional people, deep domain expertise, and intelligent capabilities to expand our clients' capacity and accelerate meaningful outcomes. We are driven by a purpose to positively impact the lives of our employees, clients, consultants, and the communities we serve.

Eliassen is committed to building a diverse and inclusive team from a variety of backgrounds, perspectives, and skills. We are an Equal Opportunity and Affirmative Action Employer and all employment decisions are based on merit, performance, and business needs. Eliassen does not discriminate on the basis of race, color, gender identity or expression, sexual preference or orientation, sex (including pregnancy, childbirth, and related medical conditions), marital status, creed, religion, physical or mental disability, genetic information, military or veteran status, age, ancestry, national origin, citizenship status, prohibited criminal record inquiries of applicants and employees, or any other category protected by federal, state, or local laws.

Don't miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: cxelisen
Position Id: a1WUQ000001xtxZ2AQ
Posted 22 days ago

Company Info

About Eliassen Group

Eliassen Group is a leading strategic consulting company that provides business and IT services for our clients as they seek to transform and execute strategies that will drive exceptional outcomes. Leveraging over 30 years of success, we focus on professional services, talent solutions, and life sciences. Eliassen Group offers local community presence and deep networks. We are committed to positively impacting the lives of our employees, clients, consultants, and the communities in which we operate.

Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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Eliassen Group

Job Details

Skills

Data Architecture
Sales
Customer Service
Life Insurance
Roadmaps
Project Planning
Requirements Elicitation
Regulatory Compliance
Decision-making
Management
Data Modeling
Data Quality
Master Data Management
Relationship Management
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Wealth Management
Financial Services
Asset Management
Logical Data Model
Data Migration
Integration Architecture
Accounting
Billing
Stakeholder Management
Customer Relationship Management (CRM)
Distribution
Data Governance
Screening
Artificial Intelligence
Recruiting
Taxes
Insurance
Law
Communication
Gmail
Routing
Management Consulting
Life Sciences
SAP BASIS
Military

Data Architecture
Sales
Customer Service
Life Insurance
Roadmaps
Project Planning
Requirements Elicitation
Regulatory Compliance
Decision-making
Management
Data Modeling
Data Quality
Master Data Management
Relationship Management
Legal
Request For Proposal
Customer Master Data
Wealth Management
Financial Services
Asset Management
Logical Data Model
Data Migration
Integration Architecture
Accounting
Billing
Stakeholder Management
Customer Relationship Management (CRM)
Distribution
Data Governance
Screening
Artificial Intelligence
Recruiting
Taxes
Insurance
Law
Communication
Gmail
Routing
Management Consulting
Life Sciences
SAP BASIS
Military

Summary

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.

Experience Requirements:

10+ years leading CRM, client data, distribution, or customer master data initiatives.
Delivered CRM or client data platforms within asset management, investment managers, wealth management, institutional investment businesses, or related financial services.
Strong understanding of institutional asset management business structures.
Strong understanding of wealth, intermediary, and advisor distribution channels.
Demonstrated expertise in conceptual and logical data modeling.
Experience designing relationship-based data models beyond account/contact structures.
Knowledge of data governance, data migration, and integration architecture.
Experience integrating CRM with portfolio accounting, billing, and operational systems.
Excellent written communication and stakeholder management skills.
Ability to operate independently with limited oversight.
Preferred: built or redesigned CRM platforms from the ground up and supported both institutional and intermediary/wealth distribution on a single platform.
Preferred: familiarity with investment products, mandates, pooled funds, consultant relationships, and OCIO models, and experience with enterprise data governance and client master initiatives.

Dice Id: cxelisen
Position Id: a1WUQ000001xtxZ2AQ
Posted 22 days ago

Company Info

About Eliassen Group

Fitment

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Once logged in, be sure to complete your profile to get the most accurate match score.

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