Adoption & Training Lead (CRM / Digital Transformation)
other jobs Robert Half
Added before 4 Days
- England,London,City of London
- Full Time, Permanent
- £70,000 - £80,000 per annum
Job Description:
Full job descriptionAdoption & Training Lead (CRM / Digital Transformation)Top Investment Manager | Perm | Hybrid (Central London)
Reporting to Chief Transformation Officer
The OpportunityJoin 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 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
What We’re Looking For*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
Why Join?A key role in ensuring a major CRM transformation delivers real impact by embedding technology into everyday use across a leading investment business.
Package*Competitive salary
*High bonus
*25 days holiday
*Pension
*Gym flex
Apply now.
Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data:
Reporting to Chief Transformation Officer
The OpportunityJoin 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 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
What We’re Looking For*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
Why Join?A key role in ensuring a major CRM transformation delivers real impact by embedding technology into everyday use across a leading investment business.
Package*Competitive salary
*High bonus
*25 days holiday
*Pension
*Gym flex
Apply now.
Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data:
Job number 3838497
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Robert Half
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Robert Half is the global, specialised talent solutions provider that helps employers find their next great hire and job seekers uncover their next op...