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About the Role

West Monroe is seeking a Senior Consultant to join their 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.

Responsibilities

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.

Requirements

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%.
Ability to work permanently in the United States without sponsorship.

Skills

CRM solution architecture
Financial services workflows
Technology ecosystems
Platform strategy
Solution design
Data models
Technology selection
End-to-end implementation
Salesforce
Microsoft Dynamics 365
Wealth management
Banking
Insurance
Advisor workflows
Client servicing
Case management
Lead management
Relationship management
Customer engagement
AI tools
Generative AI
Automation tools
ChatGPT

Location

Seattle
Washington, D.C.
Los Angeles
New York City
San Francisco

Work Type

Hybrid
2x per week in office
Travel 25 to 50%

Experience Level

Senior Consultant
4+ years of consulting, CRM, technology implementation, or related experience

Salary/Compensations

Seattle or Washington, D.C.: $125,500—$147,600 USD
Los Angeles: $131,500—$154,700 USD
New York City or San Francisco: $137,400—$161,700 USD
A location not listed above: $119,500—$140,600 USD

Benefits

Medical insurance
Dental insurance
Vision insurance
Basic life insurance
401k plan
Employee stock ownership program
Annual bonuses
Unlimited flexible time off
Ten paid holidays
Ten weeks of paid parental leave

About the Company

West Monroe is a global business and technology consulting firm passionate about creating measurable value for their clients, delivering real-world solutions.
They combine business and technology, focusing on how technology is applied to achieve results.
They rely on data to adapt and solve new challenges, focusing on actions that work today with outcomes that generate value for years to come.
They zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.
Collaboration is a daily action, working together to turn vision into clear action with lasting impact.

Equal Opportunity

West Monroe is an Equal Employment Opportunity Employer.
They believe in treating each employee and applicant for employment fairly and with dignity.
Employment decisions are based 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.