Vice President - Product Manager - Wealth CRM

Vice President – Product Manager – Wealth CRM

Extensive CRM and Salesforce experience
Strong background in wealth management with an understanding of advisory, portfolio management, client onboarding, regulatory requirements and operational workflows
Experience effectively implementing and managing change across business units
Demonstrated ability to lead independently, confidently and effectively working across partners to design, build, implement solutions both during the build phase and in ongoing optimization of the CRM products
Salesforce Administrator or Advanced Administrator desired
Excellent written and verbal communication and collaboration skills with experience influencing leadership
Strong analytical and decision-making skills
Experience with agile methodology
Proven track record to understand sophisticated process and technical requirements and ability to translate into a capability roadmap
Expertise with Salesforce and Client data models and data sets

Build and provide business product management and ownership for Salesforce technology and capability roadmap to support scaling the Wealth business
Partner with Head of Wealth, Wealth Leadership Team, IT, and other Leaders to align on Product vision and strategy, priorities, capabilities, and direction for the Salesforce Platform while focusing on daily execution
Effectively communicate and socialize Wealth strategy and product updates to Business and IT partners
Drive business value creation to inform product and technology roadmap prioritization
Build and lead the product backlog, ensuring developmental efforts align with business needs and technical feasibility
Support and influence user adoption and understanding, such as through training and demos