Director, CRM Product Owner

About the role

This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval.

Responsibilities

• Own and manage the Salesforce CRM Institutional product backlog, including user stories, prioritization, and acceptance criteria
• Translate business requirements into clear, actionable stories for Agile delivery
• Partner with collaborators across IR, Client Service, Operations, Technology, and Data teams
• Drive day-to-day sprint execution and participate in Agile ceremonies
• Support UAT, defect triage, and release readiness
• Communicate progress, risks, and dependencies
• Define and manage requirements for client data (Institutions/Accounts, Contacts, Investors, Hierarchies & Relationships)
• Partner with data teams to ensure data accuracy, completeness, and governance
• Support integration of Salesforce with data platforms (e.g., MDM, Snowflake, Client Portal & downstream systems)
• Help resolve data quality issues and improve data capture at source
• Support delivery of CRM reporting and dashboards aligned to business needs
• Enable better pipeline visibility, client insights, and performance tracking through CRM data
• Measurable improvements in client data quality and completeness
• Increased reporting accuracy and business insight availability
• Enable user adoption and CRM engagement through training, demos, and iterative improvements
• Find opportunities to improve workflows, usability, and process efficiency

Qualifications

• An expert level understanding of Salesforce data model (Institutions/Accounts, Contacts, Opportunities, Activities)
• Strong knowledge of client-data models, MDM concepts, and data integrations
• Keen awareness of data platforms such as Snowflake and end-to-end data flows
• A deep understanding of release management and environment lifecycles

Skills

• Experience with Salesforce CRM in financial services (preferred)
• Strong Agile delivery and backlog management experience
• Superb communication and stakeholder-collaboration skills
• Salesforce Administrator certification preferred

Benefits

• Base Salary Range: $180,000.00 - $190,000.00
• Discretionary annual bonus based on individual and overall firm performance
• Total rewards package that may include retirement, health, insurance, paid time off, and wellness programs

Pay

Base Salary Range: $180,000.00 - $190,000.00

Schedule

This role is a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval.