Experienced Hires
Wealth Management CRM Manager
- Location: United States, Michigan, Southfield
Make your mark. Having roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, nonprofits, and retirement plan sponsors, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. With $19.4B in assets under management as of December 31, 2023, we have over 300 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.
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:
- Ownership over the effective operation and utilization of CRM for the Wealth Management Industry (“WMI”) Group
- 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
The qualifications.
- 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 CRM application development and release processes and application systems administration (configure, test, deploy, operations)
- Power BI, Tableau, GitHub, SharePoint, and/or ServiceNow 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
Our difference.
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 candidates 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.
#LI-CB1
#LI-Hybrid
Salary Class
Salary
Colorado Equal Pay for Equal Work Act (SB 19-085) Information
Compensation is commensurate with technical skills and experience and is provided in accordance with the CO Equal Pay for Equal Work Act.
Compensation information posted is based on a position being located in the state of CO. Please review position location for applicable geographic location.
Colorado monthly base range is as follows:
$9,333.33 to $14,000.00
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a balance fund, 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.
Colorado Job Application Fairness Act
Under Colorado’s Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation.