Our client, a dynamic and growing RIA firm, seeks a versatile IT/CRM/Project Manager to drive technology initiatives and streamline operations. This role is crucial in managing CRM systems, overseeing IT projects, and ensuring efficient project delivery within a fast-paced environment.
Responsibilities:
CRM Management: Administer and optimize the company's CRM system (e.g., Tamarac, Dynamics365, Redtail), ensuring data integrity and user adoption.
Develop and implement CRM workflows, reports, and dashboards to support sales, marketing, and client service teams.
Provide user training and support for the CRM system.
Identify and mitigate project risks and issues, ensuring timely and successful project delivery.
General IT Support: Provide first-line and second-line IT support to end-users, troubleshooting hardware and software issues.
Manage IT inventory and ensure proper maintenance of IT equipment.
Assist in developing and implementing IT policies and procedures.
Stakeholder Communication: Act as a liaison between IT and business stakeholders, ensuring clear communication and alignment.
Provide regular project updates and reports to management.
Work with compliance teams to ensure all IT practices are within regulatory guidelines.