IT Director, CLM & CRM Engineering Lead
Location: London
Contract: Permanent
Seniority: Director / Head of Engineering
Industry: Financial Services (Wealth / Advisory)
About the Role
We are seeking an experienced IT Director - CLM & CRM Engineering Lead to own and evolve our end?to?end Client Lifecycle Management (CLM) and CRM platform. This role is central to transforming how we attract, onboard, serve and understand clients-through modern, scalable technology and a unified data and workflow architecture.
You will lead multi?disciplinary engineering, data and integration teams, shaping a platform built on technologies such as Salesforce, Xplan, Snowflake, MuleSoft, Fivetran, and AWS. This is a rare opportunity to define technical direction, drive architecture simplification, and deliver the future state of our client lifecycle experience.
Key Responsibilities
In this senior leadership role, you will:
Platform Strategy & Technical Direction
- Define the technical roadmap for the entire client lifecycle platform from leads and onboarding to servicing and reporting.
- Champion a unified, scalable architecture and modern engineering standards.
Engineering Leadership
- Lead and grow an internal platform engineering team spanning CRM development, integrations, data engineering and DevOps.
- Build capability, strengthen standards, and reduce reliance on external partners.
Architecture, Integration & Data
- Drive simplification of CLM systems and data flows across the organisation.
- Establish robust integration patterns and ensure reliable, secure, high?quality data movement across platforms.
Agile & Delivery Leadership
- Oversee PI planning, sprint delivery, backlog shaping, and feature prioritisation.
- Ensure predictable delivery velocity across engineering, integration, and testing squads.
Governance, Security & Compliance
- Act as design authority across CLM/CRM features and integrations.
- Ensure solutions align with security, data protection, regulatory expectations and operational models.
Stakeholder & Cross?Functional Alignment
- Work closely with technology, operations, compliance, finance and front?office teams.
- Coordinate delivery with suppliers, consultancies and system vendors.
Operational Excellence
- Embed monitoring, controls, DevOps practices and environment management for platform stability.
- Ensure post?go?live readiness, knowledge transfer and long?term operational ownership.
About You
We're looking for a leader who brings:
- Extensive experience leading engineering teams across CRM, data, and integration disciplines.
- Strong background in wealth management or complex financial services environments.
- Expertise across the full client lifecycle, including onboarding, servicing, suitability and reporting.
- Deep understanding of secure, compliant, scalable platform design.
- Proven success delivering large-scale transformation or re?platforming programmes.
Strong communication and stakeholder management skills at senior levels.
