Contract CRM Data Lead / Project Manager
Anywhere
Category: Program/Project Management
Industry: Financial Services
Workplace Type: Remote
Standard Hours: Open
Reference ID: JN -102026-109056
Date Posted: 10/14/2026
Shortcut: http://careers.eliassen.com/R1Dzci
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.
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 fraud@eliassen.com.
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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. Eliassen Group’s Affirmative Action Plan (AAP) is available for inspection by any employee or applicant for employment upon request, during normal business hours of Monday through Friday, 8:30am to 5:30pm EST. Interested persons should contact Phaedra Wells at pwells@eliassen.com for assistance. It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Applicants with disabilities that believe they require an accommodation or assistance with a position, please email our HR team at hradmin@eliassen.com. This email inbox is designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Emails sent for other purposes will not receive a response.
Please be advised that a number of fraudulent job postings have been released under the Eliassen Group brand.
Unfortunately, fraudulent job postings can happen. If anyone reaches out to you about an open position connected with Eliassen Group, never provide personal or financial information to anyone who is not clearly associated with Eliassen Group
If anyone seemingly from Eliassen Group has ever requested this personal information in the past or does so in the future, please contact fraud@eliassen.com.
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, as indicated above