At a Glance
- Tasks: Lead the implementation and enhancement of the Curo CRM platform for a top Wealth Management firm.
- Company: Join a leading Wealth Management business with a focus on innovation.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on successful project delivery.
- Why this job: Make a real impact by translating business needs into effective CRM solutions.
- Qualifications: Experience in Wealth Management and strong stakeholder management skills required.
The predicted salary is between 50000 - 70000 £ per year.
I'm currently supporting a leading Wealth Management business in the search for an experienced Configuration Consultant with strong hands‑on Curo CRM experience. This is a fantastic opportunity to play a key role in the implementation and ongoing enhancement of the Curo platform. You'll work closely with business stakeholders, Project Managers and third‑party partners to configure workflows, reports, dashboards, business rules and system settings, ensuring the solution supports the needs of advisers and operations teams. This is a configuration‑focused position rather than a development role, so we're looking for someone who enjoys translating business requirements into practical CRM solutions and supporting projects through to successful delivery.
To be considered, you'll need:
- Previous experience within Wealth Management, Private Banking or Asset Management
- Strong stakeholder management and communication skills
- Experience supporting CRM implementations from requirements gathering through to go live
If you're interested, or know someone who could be a great fit, please get in touch.
