You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients. The role involves collaborating with business stakeholders to enhance the Service desktop experience, managing the product life cycle, and developing profitable products, and acting as the voice of the customer.
As the Service Desktop Client Relationship Management (CRM) Product Manager as part of the Sales Optimization organization you will partner with various business stakeholders and will drive the realization of each initiative to enhance the Service desktop experience within the firm to ensure initiatives are implemented and requirements are met. You will be an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value. Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations. You will also be responsible for product launch strategies and ensuring high-quality client experiences.
Job responsibilities
Develops a product strategy and product vision that delivers value to our internal and external customersManages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmapOwns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value propositionBuilds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliabilityPartner across the U.S. Wealth Management organization to build features of our multi-year roadmap that includes variations of job families in the advisor and client service space.Lead and define the advisor and client service desktop requirements with focus on building the new enhancements that simplify and enhance various workflows. Responsibilities include development of user research, creating user stories, working with design team through design process, collaborating with tech team in an Agile process, piloting and broad rolloutEffectively help teams meet robust set of delivery milestones. Understand and alleviate risks, bottlenecks, and inefficiencies in product development lifecycle. Strive to maximize impact for customers/advisors while operating within practical reality of various internal constraints.Develop and maintain relationships with delivery partners across including members in the Business, Technology, Design, Operations, Servicing, Digital Wealth Management, and Control functionsUnderstand and articulate the Service desktop vision, strategy, and product roadmap with all partnersEmbody true lean product management fundamentals in identifying and leveraging user data, industry trends, and varying forms of customer and advisor feedback to shape our design and roadmap
Required qualifications, skills, and capabilities:
Bachelor’s DegreeA minimum of 4 years’ experience in financial servicesA minimum of 7 years hands on experience with Salesforce.comExperience with CRM automation, Cloud Technology, Sales / Pitch Tools.Familiarity with Salesforce integrations and API configurationsExperience working in an Agile environment with multiple work streams, internal and external teams and within rigid timelines, including being able to coach and mentor team membersExperience with user centric design, software development lifecycle, business process analysis, software testing and technical writingExperience utilizing and integrating with current sales enabling technology platformsStrong quantitative and qualitative problem solving, including ability to turn quantitative analysis into actionable recommendationsExcellent communication and facilitation skills with crisp and clear verbal communications explaining technical concepts to non-technical audienceProficiency in understanding process flows and data modeling/usage
Preferred qualifications, skills, and capabilities:
Analytical mind, service-minded approach and keen to resolve problemsExcellent business analysis, test planning, activity planning skills.Ability to tailor communication of the plans (i.e., high level vs detailed level) based on the audiencePro-active self-starter who thrives on independently seeking out information that may not be readily availableProven ability to think strategically, synthesize diverse information and identify business opportunitiesAbility to work under pressure and time constraints