CRM Solution Architect
West Monroe · Boston, United States +8 · 12h ago
Are you ready to make an impact?
West Monroe is seeking a Senior Consultant to join our Technology & Experience practice as a CRM Solution Architect. This role will help wealth management, banking, and insurance organizations design and implement CRM solutions that improve advisor, employee, and customer experiences. You will combine CRM solution architecture expertise with an understanding of financial services workflows and technology ecosystems to advise clients on platform strategy, solution design, data models, technology selection, and end-to-end implementation.
What You Will Do
- 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.
What You Will Bring
- 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.
Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.
Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date.
Other consultancies talk at you.
At West Monroe, we work with you.
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.
West Monroeis an Equal Employment Opportunity Employer
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to recruiting@westmonroe.com.
Please review our current policy regarding use of generative artificial intelligence during the application process. Additionally, West Monroe uses the BrightHire platform to record live interviews so our team can capture notes more accurately, stay focused on the conversation, and continually improve our interview process. You can review our privacy notice for more information about this process and how recordings are used. If you have any questions, reach out to recruiting@westmonroe.com.
If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.