Remote Wealth Tech Project Lead: CRM & Digital Transformation
£70k - £75k per yearhireful
New York, NY
- Remote job
hireful is seeking a Project Manager to lead client programmes across CRM implementations and data-driven digital transformations for wealth management and IFA clients. You will collaborate with senior stakeholders and help scale delivery models in a fast-growing startup. Remote UK role with flexible start/finish times. Salary £70–75K (flex) + Bonus + Health Plan + EMI Equity + 5% Pension + 25 Days Holiday. Opportunity to shape delivery strategies using leading software platforms. #J-18808-Ljbffr hireful
Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Remote Wealth Tech Project Lead: CRM & Digital Transformation in New York, NY vacancy
- Harbourfront Wealth Management, via Blueridge Private Wealth, is seeking an Administrative Assistant for a part-time, fully remote role supporting an Investment Advisor. Responsibilities include... ...in a similar role, familiarity with CRM systems like Salesforce, NBIN, and...Remote jobCRMPart time
- A leading consulting firm is seeking a Project Manager with a strong background in Wealth Management. This remote role involves leading end-to-end projects, ensuring timely delivery and high-quality execution. Key qualifications include exceptional stakeholder management...Remote job
- ...Contract 12+ months Industry Domain: Wealth Management (Trading, Equity , Etc.)... ...urgent requirement for a hands‑on .Net lead who has worked with trading API... ...data security standards Role: .Net Tech Lead Location: New York NY - Remote Duration: Contract 12+ months Industry...Remote jobContract work
$70k - $90k
...Join to apply for the Wealth Management Associate role at Coldstream Are you looking... ...environment – in‑office Tuesday through Thursday, remote Monday and Friday, 7:00 am – 4:00 pm minus... ...and manage data integrity in our CRM. Participate in client meetings alongside...Remote workCRMTemporary workWork at officeMonday to FridayColdStream Inc
Kenai, AK1 day ago- ...Financial Services, LLC. seeks an experienced Sales Consultant to drive wealth management product growth across the Pacific West. You will... ...will travel within the territory, engage clients, and leverage CRM analytics to identify opportunities and optimize sales activity....Remote jobCRM
- Homrich Berg, a national independent wealth management firm, is seeking a Client Service Associate at our Atlanta, GA location. You’ll... ...account servicing, and meeting preparation while ensuring accurate CRM records and confidentiality. A collaborative, fast-paced...Remote jobCRM
- ...an experienced sales consultant to drive wealth management product growth across the Pacific... ...management solutions. The role offers remote work with travel as needed; you will influence... ...outcomes, manage relationships and use CRM and analytics tools to optimize sales. #J...Remote workCRM
- ...Director of Business Development to lead outbound prospecting in wealth management. You will own a defined book... ...the full sales cycle, working remotely with occasional hybrid options. You... ...financial services experience, strong CRM discipline (HubSpot preferred), and...Remote jobCRM
- ...drive workflow optimizations, and enable scalable reporting across CRM and marketing tools. You will partner with admins and developers to deliver cross-functional capabilities in a fast-paced Ad Tech environment. The ideal candidate brings 5+ years in Salesforce product...Remote jobCRM
- ...finance professionals with leading firms. Career... ...and talent retention. Wealth Management Guidance: Providing... ...Full-Time Location: Remote, On-site, or Hybrid (... ...Utilize cutting‑edge CRM and portfolio... ...assistance Advanced Tech Tools – From CRM to portfolio...Remote workCRMFull timeWork at officeFlexible hours
Ivy Way Placements
Stamford, CT1 day ago - ...distinguished financial advisory firm, is seeking a dedicated Wealth Management Advisor to serve clients remotely, with a strong focus on the Welkom, Free State region... ...to provide holistic financial solutions. Utilize CRM and financial planning software to manage client...Remote workCRMFlexible hours
Placements24
Willows, CA1 day ago $60k - $80k
...Relationship Manager in Basking Ridge, NJ to support Wealth Managers in delivering exceptional service... ...role requires 2-5 days in the office; remote candidates are not considered. Salary... ...meetings, maintaining client data in CRM systems, and #J-18808-Ljbffr OsaicRemote workCRMFull timeWork at office- ...Wealth Mgmt Admin Key Responsibilities Custodian Operations : Process and manage account... ...client meetings, calls, and deadlines. CRM and Records Management : Maintain... ...Las Vegas (Pacific Time). Location : Remote, open to candidates in the Philippines, Pakistan...Remote workCRMFull timeFlexible hours
- ...Senior Wealth Advisor This is a remote position. Senior Wealth Advisor Fee-Only Registered... ...platform integrating CRM, operations, compliance,... ...Marketing support including digital campaigns, content, and... ...custodial infrastructure with leading custodians Remote-first...Remote workCRMFor contractorsWork at officeFlexible hours
ATALNT
United States23 hours ago $50k - $100k
...Description: Associate Wealth Planner Location: Kansas... ..., MO (currently fully remote but could become Hybrid... ...Support lead advisor with clients... ...client info as necessary in CRM to ensure integrity of... ...firm Support special projects as assigned. Qualifications...Remote workCRMFull timeLive inIntegrated Partners
Kansas City, MO1 day ago£70k - £75k per year
...delivering cutting-edge CRM and data / digital transformation programmes for leading firms in the Wealth Management and IFA sector. As a Project Manager, you’ll lead... ...CRM, data migration or tech-enabled transformation... ...) Условия: Location: Remote, UK - flexible start/finish...Remote workCRMFlexible hours- CJM Wealth Advisers, Ltd. is seeking an Operations Service Associate to support Financial Planners... ...will handle account paperwork, maintain CRM data, and assist with onboarding,... ...reporting. The role offers hybrid work with remote 3 days per week, competitive compensation,...Remote jobCRM3 days per week
- ...Company in Chatsworth, CA seeks a Technical Project Manager to maintain, upgrade, and advance... ...'s technology stack, with a focus on CRM, Office 365, and related software platforms... ...This is an on-site role at our HQ. You will lead CRM maintenance, implement CRM customizations...CRMWork at office
The Sliding Door Company
Chatsworth, CA1 day ago $75k - $85k
## Associate Wealth AdvisorApply: Partially Remote: West Hartford, Connecticut: Full time: Posted Today: JR10038... ...technology stack offered, including CRM system and custodian websites· Resource... ...(AWAs)· Ability to independently lead client communications and interactions...Remote workCRMFull timeWork at office2 days per weekFocus Partners Wealth
West Hartford, CT1 day ago$75k - $125k
...Associate Wealth Advisor*We respect the privacy of candidates for... ...Wealth AdvisorApply: Partially Remote: Needham, Massachusetts: Full... ...technology stack offered, including CRM system and custodian websites·... ...)· Ability to independently lead client communications and...Remote workCRMFull timeWork at office2 days per weekFocus Partners Wealth
Needham Heights, MA1 day ago- ...preserve, manage, and transfer wealth with confidence. The company... ...This position may be based remotely in Seattle, Portland, or Boise... ...including travel and expenses, CRM updates, calendar and schedules... ...levels. # Ability to effectively lead and partner with others. #...Remote workCRMFull timeWork at officeFlexible hours
Members Trust Company
United States1 day ago - ...HB Wealth (“HB”) is a national, independent, fee-only wealth management... ...work directly with clients, lead meaningful conversations,... ...Experience with financial planning, CRM, portfolio reporting, and... ...work environment with up to 20% remote work Cell phone stipend Equity...Remote workCRMWork at officeFlexible hours
HB Wealth
Towson, MD1 day ago $50.3k - $69.13k
...based on the idea that transforming financial lives... ...Empower Yourself. The Wealth Solutions – Investment... ...Utilize Salesforce CRM, Empower's digital planning tools, and other... ...#PJPW2 #LI-Remote ***Applicants must... ...employees with the means to lead healthy balanced lives...Remote workCRM16 hoursFull timeTemporary workWork experience placementCasual workInternshipWork at officeLocal areaWork from homeWork visaFlexible hours- ...Wealth Consultant Bachelor's Degree and Relevant Experience Required Remote but must live in one of these areas: Boston, NY/NJ, Philadelphia, Washington DC, Raleigh,... ...fiduciary-minded service Proficiency with CRM and financial planning software Preferred Qualifications...Remote workCRMLive inFlexible hours
SalesDraft Recruiting
United States23 hours ago - ...distribute approved client statements and documents Maintain and update CRM records, logging all client communications accurately Schedule... ...Ideal Candidate You've worked in a financial-services or wealth-management back-office role before, you're comfortable juggling...Remote jobCRMWork experience placement
- ...seeking a Senior Archaeologist to serve as a Project Manager based in our Portland office, with an option for remote work. You will lead technical studies, oversee field and... ...regulations. The role requires 5+ years in CRM project management, strong communication, and...Remote jobCRMWork at officeLocal area
- Environmental Research Group, LLC (ERG) is seeking a full-time Senior Project Archaeologist to lead CRM projects for federal and state clients across the eastern, midwestern, and southeastern United States. This role blends project management, field direction, report preparation...Remote jobCRMFull time
- Client Service Associate Wealth Management Apply Location Wexford, PA No Remote Type Direct Hire ID PA84-2753412 Posted Sep 18, 2026 Are you a financial professional... ...and investment analysis software. Managing the CRM program ( AdviserEngine ) Processing financial...Remote workCRM
$70k - $90k
...MDRN Wealth is a fast-growing boutique RIA based in... ...depth. You’ll support our lead advisors across the... ...planning process, from tax projections and financial plans to... ...professionals • Keep CRM records current and own... ...bonus eligibility • 100% remote — work from anywhere in...Remote workCRMLinkedIn
New York, NY2 days ago- ...AI Tech Lead emerchantpay is a leading global payment... ..., embedding models, transformer architectures, open-source... ..., internal APIs, CRM/ERP systems, ticketing... ...to open-source AI/ML projects, published technical content... ...Fully distributed and remote. If you are...Remote workCRMCasual workLocal area
eMerchantPay
United States2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Wealth Tech Project Lead: CRM & Digital Transformation. Be the first to apply!
Related searches
- technical leader New York, NY
- technical lead New York, NY
- .net tech lead New York, NY
- salesforce technical lead New York, NY
- technical lead manager New York, NY
- project manager lead New York, NY
- project lead New York, NY
- senior project lead New York, NY
- graphic design remote New York, NY
- remote scrum master New York, NY