Vice President, Product Manager - Wealth Management CRM
About the Company
Join a renowned private markets investment specialist dedicated to excellence in the Venture Capital & Private Equity industry.
About the Role
We are seeking a driven and innovative Vice President, Product Manager - Wealth Management CRM to lead a pivotal technology initiative aimed at transforming our Wealth channel and enhancing client experiences. In this role, you will be responsible for designing, building, and implementing a comprehensive CRM solution, primarily leveraging Salesforce. Your leadership will be crucial in articulating a clear vision, driving effective processes, and ensuring that our CRM solutions streamline workflows, enrich the client experience, and boost operational efficiency.
The successful candidate will play a key role in evolving and scaling our Wealth Management business by integrating stakeholder feedback and addressing investor needs. You should possess a strong background in wealth management, including expertise in advisory, portfolio management, client onboarding, and navigating regulatory requirements.
We are looking for a candidate with:
- Deep understanding of investor needs in the Wealth space
- Extensive experience with CRM systems and Salesforce
- A passion for creating technology-enabled solutions that deliver substantial value
- A proven track record in product management, technology, business analysis, or related fields
- Exceptional communication, collaboration, and decision-making skills
- Experience in the design and implementation of technology products within the Wealth management sector
A Bachelor’s degree is required, with a Master’s in Business Administration preferred. Salesforce Administrator or Advanced Administrator certification is desired.
Hiring Manager Title
MD, Head of Enterprise Continuous Improvement
Travel Percent
Less than 10%