CRM Solution Architect

• Lead CRM solution architecture and design workstreams for wealth management, banking, and insurance clients.
• Advise clients on CRM strategy, platform selection, technology consolidation, and solution design, helping determine which platforms and capabilities best support their business needs.
• Translate financial services business requirements into scalable solution architectures, data models, configurations, integrations, and implementation recommendations.
• Facilitate requirements and design sessions with business and technology stakeholders, asking the right questions to evaluate current-state challenges and define future-state solutions.
• Design solutions supporting financial services capabilities such as advisor workflows, client servicing, case management, lead management, relationship management, and customer engagement.
• Evaluate how CRM platforms interact with the broader financial services technology ecosystem, including wealth management platforms, advisor technologies, accounting and billing systems, and core banking technologies.
• Manage solution design deliverables and workstreams, proactively identifying risks, dependencies, and key design decisions while ensuring work meets client expectations.
• Partner with product owners, business analysts, engineers, and client teams throughout design, configuration, testing, and implementation.
• Develop deeper expertise across wealth management, banking, insurance, CRM platforms, and emerging technologies while sharing knowledge with colleagues.
• Contribute subject matter expertise to proposals, pursuits, reusable solution assets, and practice knowledge.
• Leverage AI tools to accelerate analysis, synthesize complex information, and support data-driven recommendations for clients, exercising sound judgment in evaluating outputs.
• Apply AI technologies (e.g., generative AI, automation tools, data models) to enhance insights, improve delivery efficiency, and elevate the quality of client outcomes.

• 4+ years of consulting, CRM, technology implementation, or related experience, with experience owning solution design or technical workstreams.
• Experience designing or implementing CRM technologies within financial services; experience with platforms such as Salesforce, Microsoft Dynamics 365, or similar enterprise CRM technologies is preferred.
• Strong understanding of wealth management, banking, or insurance business processes and how CRM capabilities support financial services organizations.
• Ability to advise clients on CRM platform capabilities, technology selections, data models, integrations, and solution architecture rather than focusing solely on system configuration.
• Understanding of capabilities such as advisor and servicing workflows, case management, lead management, relationship management, and customer engagement.
• Familiarity with the broader financial services technology ecosystem; experience with wealth platforms, advisor technologies, accounting systems, billing platforms, or core banking technologies is a plus.
• Experience facilitating client workshops and communicating solution recommendations to business and technology stakeholders.
• Experience with wealth management technologies and platforms, such as Redtail, Wealthspire, Envestnet, wealth core platforms, or similar advisor and wealth technology solutions, is a plus.
• Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.
• Ability to travel 25 to 50%.
• Hybrid role: 2x per week in office
• A commitment to inclusion and diversity, and openness to new ideas and perspectives.
• Ability to work permanently in the United States without sponsorship.

We’re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.

The combination of business and technology is not new, but how we bring them together is unique. We’re fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.

At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.

You’ll feel the difference in how we work. We show up personally. We’re right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn’t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.