VP, Product Manager Wealth CRM

3 weeks ago

Boston, United States Fynetra Full time

asset-management, technology, Wealth Management, CRM Perm Hybrid Were supporting a global investment firm as they continue to scale their private wealth offering. Theyre hiring a VP, Product Manager to lead the design, build, and implementation of their Salesforce CRMtransforming how advisors, sales, and clients engage with the firms wealth platform. This is a high-impact role at the heart of a strategic initiative to modernize client interactions, streamline workflows, and scale the business. Youll be working cross-functionally with the Head of Wealth, IT, and other senior stakeholders to drive product strategy, roadmap development, user adoption, and delivery. What youll be doing: Own and lead the Salesforce CRM product vision, roadmap, and backlog Translate business needs into actionable capabilities and solutions Collaborate with leaders across Wealth, Institutional, and IT teams Lead CRM implementation and future optimization phases Drive stakeholder engagement, user adoption, and change management Influence process improvement, client experience, and operational efficiency What were looking for: Deep Salesforce experience (Administrator or Advanced Admin preferred) Proven track record leading enterprise CRM builds, ideally in Wealth or Financial Services Strong understanding of the private wealth client lifecycle (advisory, onboarding, regulatory, etc.) Strategic mindset with excellent communication and cross-functional leadership skills Experience with agile delivery, product ownership, and stakeholder management 1015 years across Product Management, Wealth Management, Consulting, or Tech This is a chance to own a high-visibility product area in a firm known for stability, collaboration, and continuous growth. Apply for this position Full Name Email Phone Linkedin Upload CV/Resume Maximum allowed file size is 8 MB. Allowed Type(s): .pdf, .doc, .docx By using this form you agree with the storage and handling of your data by this website. #J-18808-Ljbffr

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