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.

• 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.
• Drive change management and user adoption through structured training and stakeholder engagement.
• Ensure alignment with data governance standards and broader technology architecture.

• 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.

• Contract Type:
  Temporary Interim Management
• Specialism:
  Projects & Transformation
• Focus:
  Project Manager
• Industry: Financial Services
• Salary:
  Negotiable
• Workplace Type:
  Hybrid
• Experience Level: Mid Management
• Location:
  
  London
• Job Reference: H4
  
  NHNL-2ED8
  
  BEA5
• Date posted: 27 February 2026
• Consultant:
  Meghan Bartlett