Project Manager - CRM Implementation (Asset Mgmt)
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A leading global investment management firm is seeking a Project Manager to lead the delivery of a strategic Client Engagement Portal built on a CRM platform. This high-profile transformation initiative will enhance investor experience, streamline front-office operations, and strengthen data management across Investor Relations and Client Services.
You will play a central role in bridging business and technology, working closely with senior stakeholders and cross-functional teams to deliver a scalable, data-driven client solution.
Key Responsibilities
- Lead end-to-end delivery of the CRM-based Client Engagement Portal, from scoping through to deployment and adoption.
- Define and manage scope, governance, milestones, budgets, RAID logs, and reporting.
- Coordinate cross-functional teams across Front Office, Investor Relations, Client Services, Operations, Data, and Technology.
- Manage CRM vendors and implementation partners to ensure successful system configuration, integration, data migration, testing, and rollout.
- Translate business requirements into clear functional specifications aligned with regulatory and operational needs.
Required Experience
- Proven project management experience within asset or investment management.
- Proven delivery of CRM or client platform implementations within financial services.
- Strong understanding of front-office, investor relations and client services workflows.
- Hands-on experience with CRM systems (e.g., Salesforce or equivalent).
- Solid knowledge of data migration and governance principles.
- Excellent stakeholder management and communication skills, including senior-level engagement.
- Structured, delivery-focused approach with strong documentation discipline.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates