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
- On-time and high-quality CRM implementation
- Satisfied user base as confirmed by field survey scores
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.
