We are seeking a dynamic and experienced RPW Program Lead to join our team. The RPW Program Lead will drive the development, implementation, and optimization of CRM strategies to enhance business processes, user engagement, retention, and satisfaction. This role requires strong project management skills, a deep understanding of CRM systems, and the ability to collaborate effectively with cross-functional teams.


  • Lead the development and implementation of CRM strategies to optimize customer interactions across all touchpoints.
  • Collaborate with cross-functional teams to gather requirements, prioritize initiatives, and drive alignment on CRM initiatives.
  • Manage the end-to-end lifecycle of CRM projects, ensuring timely execution and adherence to quality standards.
  • Oversee customization, configuration, and integration of CRM systems to meet business needs and enhance user experience.
  • Define key performance indicators (KPIs) and establish metrics to measure the effectiveness of CRM initiatives.
  • Develop and implement training programs, documentation, and support resources to ease user adoption and engagement of CRM systems.
  • Establish and oversee end user support model, providing troubleshooting assistance and guidance on best practices.
  • Proactively gather feedback from end users to find opportunities for system improvement and enhancements.
  • Stay abreast of industry trends and emerging technologies in CRM to drive continuous improvement and innovation.
  • Serve as the primary point of contact for internal stakeholders and external CRM vendor, providing guidance and support as needed.
  • Drive user adoption and engagement of CRM systems through effective communication and change management initiatives.


  • Bachelor’s degree in Business Administration, Marketing, Information Technology, or related field (advanced degree preferred).
  • 10 years of experience in CRM strategy, implementation, and management, preferably in a financial services environment.
  • Financial service knowledge, particularly 401(k) & wealth management.
  • Understanding of compliance and regulatory framework for FINRA and SEC regulated businesses.
  • Some knowledge of insurance and/or employee benefits.
  • Proven track record of successfully leading CRM projects and driving business results.
  • Strong analytical skills with the ability to interpret data and generate insights.
  • Excellent communication, presentation, and stakeholder management skills.
  • Ability to effectively manage vendors and present to executive leadership.
  • Project management certification (e.g., PMP) is desirable.
  • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.


  • Proficiency in Microsoft Dynamics or CRM platforms such as HubSpot (Microsoft Dynamics certification is a plus).
  • Strong written and verbal communication skills.
  • Ability to work well with others and proactively develop solutions collaboratively.
  • Strong self-awareness, emotional intelligence, and the ability to provide and receive empathetic feedback.
  • Self-motivated with the ability to organize and prioritize tasks in a largely unsupervised setting.
  • High level of comfort using Microsoft Office, specifically Excel.
  • Detail-oriented, quick learner, and problem solver.


Joining our team as an RPW Program Lead presents a unique opportunity to drive impactful CRM strategies and initiatives that directly enhance customer interactions and satisfaction.With a focus on enhancing user engagement and satisfaction, this role offers the chance to lead end-to-end CRM projects, from conception to delivery, and to leverage your expertise in CRM platforms and project management to drive business results. If you’re passionate about driving innovation in CRM and thrive in a dynamic, collaborative environment, this role is for you.


At Curate Partners, we are not just a staffing agency; we are a bridge to innovation in the digital and data transformation landscape. Our mission is to match dynamic organizations with the ‘Purple Squirrels’ of the talent world—those rare, innovative drivers with unique skills that catalyze change and propel transformation journeys. With a focus on specialized talent, we empower companies and individuals alike to achieve groundbreaking success in their respective fields. Join us, and become part of a purpose-driven team committed to making a measurable impact while advancing your career alongside the most sought-after professionals in the industry.


Curate Partners and their clients are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion. We embrace the unique contributions that each ‘Purple Squirrel’ brings to our team, regardless of their age, gender, race, ethnicity, national origin, disability status, sexual orientation, or religious belief. We believe that our strength lies in our diversity and in our unified pursuit of innovation, excellence, and transformative success. We are dedicated to providing an environment where all employees and consultants feel valued, included, and empowered to bring their authentic selves to work every day. Join us in our commitment to creating a diverse, inclusive, and innovative workspace where every ‘Purple Squirrel’ can thrive.


  • Q: What is the role of an RPW Program Lead?
    • A: The RPW Program Lead is responsible for developing, implementing, and optimizing CRM strategies to enhance business processes, user engagement, retention, and satisfaction.
  • Q: What are the key responsibilities of an RPW Program Lead?
    • A: Key responsibilities include leading CRM strategy development, collaborating with cross-functional teams, managing CRM projects, overseeing system customization and integration, defining KPIs, implementing training programs, gathering user feedback, staying updated on industry trends, and serving as the primary point of contact for stakeholders and vendors.

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