This company is seeking an innovative Product Manager to steer our Technology, Engineering, and Data team towards groundbreaking achievements. This role is tailored for professionals who excel in translating complex business requirements into technological solutions, particularly within our robust Salesforce-based CRM environment. Your will be spearheading initiatives for our Global Client Solutions and Private Wealth Solutions divisions, focusing on CRM, integrations, and data management. You will be pivotal in translating business objectives into actionable features and enhancements, ensuring that our technology solutions align seamlessly with strategic goals.
In this role, you will bridge the gap between IT and the business, using your analytical prowess to distill complex concepts into clear requirements and user stories. Your work will directly influence the systems and tools that manage fundraising CRM data, investor lifecycle workflows, and the integration of content into a variety of internal applications.
As a Product Manager, you will be the linchpin that transforms business objectives into impactful product features. Your mission will be to manage the end-to-end lifecycle of CRM-related products, from conception through launch and continuous enhancement. You'll work at the intersection of business, technology, and user experience, ensuring that our solutions not only meet but exceed our stakeholders' expectations.
Your responsibilities will include defining product roadmaps, prioritizing feature sets to ensure alignment with business goals, and guiding cross-functional teams to successful delivery. Your role will directly influence the tools managing fundraising CRM data, workflows governing investor lifecycle, and content integration into various internal applications.
REQUIREMENTS
Ideal candidates will possess:
- A solid foundation in product management, with at least 5 years of experience managing technology products, preferably in the CRM domain.
- Industry knowledge to inform CRM data management related to Wirehouses, Registered Investment Advisors (RIAs), Independent Broker-Dealers (IBDs), and institutional clients.
- Strong understanding of CRM systems, specifically Salesforce, and experience with enterprise-level integration projects.
- Proficiency in Microsoft Excel, with the ability to analyze data, create advanced spreadsheets, and utilize pivot tables and macros for data management and decision-making.
- Proficiency in eliciting, analyzing, and documenting complex business requirements and translating them into technical specifications.
- Experience with data analysis and the ability to work closely with data teams to define and oversee data requirements and structures.
- Ability to collaborate with development teams to ensure accurate and efficient implementation of features.
- Strong project management skills, including experience with Agile methodologies and the ability to manage multiple projects simultaneously.
- Excellent communication skills with the ability to engage effectively with stakeholders at all levels and facilitate workshops and meetings.
- High attention to detail and adaptability to manage evolving project scopes and business needs.
- Demonstrable success in managing user requests and thriving in a high-velocity, fast-paced environment; be able to adhere to deadlines and handle shifting priorities
PREFERRED QUALIFICATIONS - Experience in using SQL reporting and visualization tools like Tableau, Power BI, or similar technologies.
- Certification as a Salesforce Administrator or experience in the Salesforce ecosystem.
- Familiarity with modern product management practices, including roadmap strategy, product lifecycle management, and go-to-market strategies.
- Experience conducting competitive analysis, market research, and utilizing data analytics to inform product strategy.
- Ability to influence multiple stakeholders without direct authority.
- Ability to lead by example with high integrity standards and a strong work ethic.
- Ability to collaborate, solve ambiguous problems, and think innovatively.
This is the expected annual base salary range for this New York-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Base Salary Range
$130,000-$160,000 USD
