CRM Product Owner (North America)
$140,000–$180,000 year
HybridNew York City, New York, United States
Job Summary
Lead business product ownership for Salesforce and related client coverage capabilities supporting North America Institutional and Intermediary distribution teams. Own roadmap prioritization with the Head of CRM & Sales Enablement, translating objectives into requirements, user stories, process designs, and delivery plans. Partner with business, technology, operations, and data teams across solution design, testing, rollout, and optimization while promoting data quality and governance. Build trusted relationships across sales leadership, consultant relations, and technology to align stakeholders and facilitate decisions. Lead rollout, change management, and training for new CRM capabilities, developing enablement materials to improve adoption and realized value.
Required Qualifications
- Bachelor's degree or equivalent experience
- 8+ years of relevant experience, preferably in asset management, wealth management, or related financial services organizations
- Strong understanding of asset management distribution, with experience supporting Institutional and/or Intermediary client coverage teams
- Experience in Product Ownership, Product Management, CRM, Sales Enablement, Business Analysis, or another business-facing distribution role
- Demonstrated success translating business needs into delivered technology capabilities and measurable outcomes
- Strong stakeholder leadership, communication, facilitation, and problem-solving skills, with the ability to bring structure to ambiguity and drive decisions
- Experience leading process improvement, user adoption, or organizational change initiatives
- Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship
- Location: New York City; hybrid with a minimum of three days per week in office
Desired Qualifications
- Salesforce experience, including familiarity with configuration, reporting, automation, and governance sufficient to assess tradeoffs and partner with administrators and developers
- Experience with CRM, client coverage, sales enablement, analytics, data governance, or commercial effectiveness platforms
- Experience evaluating, piloting, implementing, or driving adoption of AI-enabled business solutions
- Relevant Salesforce, Product Owner, Product Management, CFA, CIMA, or related certifications are a plus
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