IBAM Consulting ★ A Sunday Times 100 Best Small Company
Senior Project Manager
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Project Manager – Salesforce / CRM Transformation
We are working with a leading global asset manager on a major CRM transformation programme, focused on the rollout of Salesforce and the simplification and streamlining of its wider CRM landscape.
We are looking for an experienced Project Manager with a strong background in asset management / investment management and proven experience delivering Salesforce or CRM transformation programmes.
This is a key role within a global business, working across business and technology teams to deliver a consistent, scalable CRM platform that supports the firm's sales and client-facing functions.
The successful candidate will take ownership of project delivery across the Salesforce rollout, coordinating multiple workstreams, managing stakeholders and ensuring delivery against agreed scope, timelines and objectives.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Responsibilities
- Lead the end-to-end delivery of Salesforce and CRM transformation initiatives
- Manage project plans, milestones, risks, issues, dependencies, and budgets
- Work closely with Sales, Distribution, Client, and Investment Management stakeholders
- Coordinate business and technology teams across multiple locations
- Support the rationalisation and streamlining of existing CRM platforms and processes
- Manage Salesforce implementation and integration activities
- Drive requirements, testing, migration, and implementation through to go-live
- Provide clear reporting and communication to senior stakeholders
- Ensure the new CRM operating model supports the firm's wider business objectives
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Experience Required
- Strong project management experience within asset management / investment management
- Proven experience delivering Salesforce or significant CRM transformation programmes
- Good understanding of sales, distribution, and client management processes within an asset manager
- Experience managing complex, global stakeholder groups
- Strong delivery, organization, and communication skills
- Comfortable operating across business and technology teams
Contract
- 6 months initially
Location
- London / Hybrid
This is an excellent opportunity to join a global asset manager at an important stage of its CRM and technology transformation.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location