CRM and M&A Integrations Manager

Job Summary

A company is looking for a Manager, CRM and M&A Integrations.

Key Responsibilities

• Manage the CRM Team to execute design and development of the CRM product and integrations
• Partner with the M&A team and external vendors for successful CRM migrations
• Provide strategic direction to support the CRM environment across all business lines

Required Qualifications

• Bachelor's degree in Business Administration, Finance, or Information Systems required
• At least five years' experience in Finance or Wealth Management required
• At least five years' experience administering CRM required
• At least two years' experience with M&A preferred
• Experience managing complex projects from inception to completion preferred