Adoption & Training Lead (CRM / Digital Transformation)

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

The Opportunity

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.

Key Responsibilities

• 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 ha...