VP, Product Manager Wealth CRM

2 weeks ago

Boston, MA, 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.

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