Full-Time Direct Hire

Salesforce CRM Product Manager (SME)

Salesforce.com, Salesforce Financial Cloud Services

Wealth Management Environment (Brokerage Preferred)

Salary range$ 195k-$250k D.O.E. Bonus 20%

**Hybrid ** During this critical implementation in the office 3-4 days then

after the project is complete it will be hybrid to 1-2 days per week **

Must live in the Tri-State area of Center City Philadelphia PA

Within 1 hour commute is preferred. PA, NJ, DE, or willing to relocate at your own expense.

Must be a US Citizen, Green Card or EAB Card Hold

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Job Details

Summary

As CRM product manager, this individual will oversee the Salesforce.com implementation for the client's financial advisors and their teams.

Responsibilities

Defines the vision and strategy for customer relationship management (CRM) at Client
Develops deep relationships with key stakeholder groups across the firm
Engages stakeholders regularly to understand objectives and pain points and where CRM can help
Stays abreast of industry trends concerning advisor tools
Prioritizes and converts demand into a feature roadmap comprising regular releases of core functionality
Creates comprehensive business requirements with input from key stakeholders
Oversees day-to-day project execution with a sharp focus on risks, issues, and dependencies
Provides feedback on sprint-level demos to ensure the product meets user requirements
Leads user acceptance testing and actively monitors quality assurance testing
Drives communication and training plan to ensure a successful deployment
Holds ongoing stakeholder forums to evolve the platform in line with the most critical business demands

Requirements

MUST have extensive product manager experience in financial services (Wealth Management Environment), Brokerage (JP Morgan, Merrill Lynch, Raymond James, and the like.
Track record of successful CRM implementations of Salesforce.com
Salesforce Financial Services Cloud
Deep knowledge of wealth management and the needs of financial advisors (FAs) and their teams
Skilled relationship builder with demonstrated ability to make connections across the organization
Strong strategist and communicator who can define and communicate a product vision
Structured project lead with skills in comprehensive project planning and risk and issue management

Success Criteria

You must have a clean financial history, no bankruptcies, no foreclosures, loan defaults, etc.

You must have a clean financial history, no bankruptcies, foreclosures, loan defaults, etc.

Baker Staffing, LLC

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