What are the responsibilities and job description for the Wealth Management - Dynamics CRM Manager position at Plante Moran?
- Location: United States, Michigan, Southfield
- Location: United States, Michigan, Grand Rapids
- Location: United States, Michigan, Kalamazoo
Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Your role.
Your work will include, but not be limited to:
- Functional ownership over the effective operation and utilization of CRM for the Wealth Management Industry (“WMI”) Group, understanding the particular needs of end user staff and supporting continuous improvement of functionality in support of business operations
- Collaborate with WMI Leadership, relevant committees, WMI operations and advisory teams, firm marketing, and technology teams to prioritize and execute on projects supporting WMI strategic objectives
- Partner with peers in the firm to accomplish project objectives in a manner coordinated with overall firm initiatives and resource availability
- Lead designated WMI CRM staff members, where appropriate
- Operate with full understanding of WMI and firm technology stack and integrations to guide CRM strategy consistent with overall technology plan
- Evaluate enhancement requests for fit and value, working with technical consultants as needed
- Meet with end user groups (WMI staff) to understand needs and translate internal business needs to capabilities and reports
- Maintain responsibility for accurate documentation on processes, policies, and application configuration
- Help with data quality and governance projects on a regular basis
- Assist with additional Wealth Management technology projects, as assigned
- Bachelor's degree in business, economics, information systems, or related field
- 5 years of Dynamics 365 or equivalent large scale CRM platform experience implementing and managing CRM solutions
- Experience with financial/wealth management business operations and regulations required
- Familiarity with CRM application development and release processes and application systems administration (configure, test, deploy, operations)
- Experience with Salentica Engage and other SS&C solutions preferred
- Power BI, Tableau, and/or SharePoint experience is preferred
- Ability to effectively facilitate meetings with project team members and sponsors
- History of balancing multiple priorities simultaneously with the ability to adapt to the changing needs of the business while meeting deadlines
- Experience in teaching and/or mentoring technology professionals
- Great interpersonal skills and collaborative mindset
- Experience translating technical information into easy-to-understand business concepts
- Strong strategic planning and execution skills
- Ability to communicate and present effectively with all levels of the organization
- Ability to work occasional weekends to support the systems release process
On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.
This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of ca ndidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
