Adoption & Training Lead (CRM / Digital Transformation)

Top Investment Manager | Perm | Hybrid (Central London) Reporting to Chief Transformation Officer

Join a leading investment manager undergoing major CRM transformation. You will own adoption, training, and change management to ensure new technology is fully embedded into adviser and business workflows.

This role is critical in turning technology delivery into real business usage and measurable value.

• Define and deliver CRM adoption and rollout strategy
• Drive user engagement and behaviour change across the business
• Design and deliver training (workshops, virtual, self-serve content)
• Produce user guides, videos, and onboarding materials
• Support CRM rollout and go-live readiness with hands-on support
• Engage stakeholders and gather user feedback to improve adoption
• Track adoption KPIs and report on usage and engagement
• Continuously improve training and adoption approach

• Experience in adoption, training, or change management roles
• Financial services, wealth management, or fintech experience
• Experience supporting system or CRM implementations (desirable)
• Strong training design and delivery capability
• Proven ability to drive user adoption and behaviour change
• Excellent communication and stakeholder management skills

A key role in ensuring a major CRM transformation delivers real impact by embedding technology into everyday use across a leading investment business.

• Competitive salary
• High bonus
• 25 days holiday
• Pension
• Gym flex

Apply now.

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