IT Director, CLM & CRM Engineering Lead

IT Director, CLM & CRM Engineering Lead

Location:

London

Contract:

Permanent
Seniority:
Director / Head of Engineering
Industry: Financial Services (Wealth / Advisory)

About the Role
We are seeking an experienced IT Director - CLM & CRM Engineering Lead to own and evolve our end?to?end Client Lifecycle Management (CLM) and CRM platform. This role is central to transforming how we attract, onboard, serve and understand clients-through modern, scalable technology and a unified data and workflow architecture.
You will lead multi?disciplinary engineering, data and integration teams, shaping a platform built on technologies such as Salesforce, Xplan, Snowflake, Mule Soft, Fivetran, and AWS. This is a rare opportunity to define technical direction, drive architecture simplification, and deliver the future state of our client lifecycle experience.

Key Responsibilities
In this senior leadership role, you will:
Platform Strategy & Technical Direction

Define the technical roadmap for the entire client lifecycle platform from leads and onboarding to servicing and reporting.
Champion a unified, scalable architecture and modern engineering standards.
Engineering Leadership

Lead and grow an internal platform engineering team spanning CRM development, integrations, data engineering and Dev Ops.
Build capability, strengthen standards, and reduce reliance on external partners.
Architecture, Integration & Data

Drive simplification of CLM systems and data flows across the organisation.
Establish robust integration patterns and ensure reliable, secure, high?quality data movement across platforms.
Agile & Delivery Leadership

Oversee PI planning, sprint delivery, backlog shaping, and feature prioritisation.
Ensure predictable delivery velocity across engineering, integration, and testing squads.
Governance, Security & Compliance

Act as design authority across CLM/CRM features and integrations.
Ensure solutions align with security, data protection, regulatory expectations and operational models.
Stakeholder & Cross?

Functional Alignment

Work closely with technology, operations, compliance, finance and front?office teams.
Coordinate delivery with suppliers, consultancies and system vendors.
Operational Excellence

Embed monitoring, controls, Dev Ops practices and environment management for platform stability.
Ensure post?go?live readiness, knowledge transfer and long?term operational ownership.

About You
We're looking for a leader who brings:

Extensive experience leading engineering teams across CRM, data, and integration disciplines.
Strong background in wealth management or complex financial services environments.
Expertise across the full client lifecycle, including onboarding, servicing, suitability and reporting.
Deep understanding of secure, compliant, scalable platform design.
Proven success delivering large-scale transformation or re?platforming programmes.

Strong communication and stakeholder management skills at senior levels