Client System Manager

Client Systems Manager | Salesforce, CRM & Distribution Technology | New York (Hybrid) | $200,000 - $260,000 Base + Bonus + Excellent Benefits

Our client is a highly regarded global investment organisation experiencing significant growth across its asset management and ETF businesses. As part of a broader investment in technology, digital marketing, and generative AI capabilities, they are seeking a Client Systems Manager to lead the evolution of a critical client and distribution technology ecosystem.

This is a unique opportunity for a commercially minded technology leader to partner directly with senior Sales, Marketing, and Distribution stakeholders while owning the strategy and roadmap for client-facing platforms including Salesforce CRM, sales enablement technologies, client engagement tools, and digital client experiences.

Reporting into senior technology leadership, you will act as the principal technology partner to the commercial organisation, helping shape how client data, engagement insights, and technology capabilities drive distribution effectiveness and business growth.

This role goes beyond traditional application management. We are seeking someone who can challenge stakeholders, introduce innovative ideas, and leverage modern technologies including AI, automation, and advanced CRM capabilities to improve client engagement and sales productivity.

• Significant experience leading enterprise CRM and client engagement platforms
• Deep Salesforce expertise, ideally in complex, customer-centric environments
• Strong understanding of sales, distribution, marketing, or client relationship workflows
• Ability to influence and partner with senior business stakeholders
• Track record of driving innovation and business transformation through technology
• Experience managing technology teams, or strong leadership capability within a player-coach environment
• Knowledge of SaaS ecosystems, integrations, data platforms, and modern software delivery practices

• Asset Management
• Wealth Management
• Investment Platforms
• Customer Engagement and Marketing Technology Organisations

• Highly visible role partnering directly with commercial leadership
• Opportunity to shape the future of client engagement and distribution technology
• Significant investment in AI and digital transformation initiatives
• Strong organisational growth story
• Collaborative and innovation-focused culture
• Genuine ​​​​​​ ​​ ​​ ​?

New York based candidates will require occasional travel to a Bosto n location.