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