You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients. As the Service Desktop (CRM) Product Manager role as part of the Sales Optimization organization you will partner with various business stakeholders and will drive the realization of each initiative to enhance the Service desktop experience within the firm to ensure initiatives are implemented and requirements are met. You are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value. Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations. Job responsibilities Develops a product strategy and product vision that delivers value to our internal and external customers Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability Partner across the U.S. Wealth Management organization to build features of our multi-year roadmap that includes variations of job families in the advisor and client service space. Lead and define the advisor and client service desktop requirements with focus on building the new enhancements that simplify and enhance various workflows. Responsibilities include development of user research, creating user stories, working with design team through design process, collaborating with tech team in an Agile process, piloting and broad rollout Effectively help teams meet robust set of delivery milestones. Understand and alleviate risks, bottlenecks, and inefficiencies in product development lifecycle. Strive to maximize impact for customers/advisors while operating within practical reality of various internal constraints. Develop and maintain relationships with delivery partners across including members in the Business, Technology, Design, Operations, Servicing, Digital Wealth Management, and Control functions Understand and articulate the Service desktop vision, strategy, and product roadmap with all partners Embody true lean product management fundamentals in identifying and leveraging user data, industry trends, and varying forms of customer and advisor feedback to shape our design and roadmap Required qualifications, capabilities, and skills 5 years of experience or equivalent expertise in product management or a relevant domain area 5 years of experience in financial services, preferably with experience in wealth management, asset management, digital banking, or a closely related business managing strategic or transformational change 5 years of experience with Salesforce ecosystem and related products - Sales, Service and/or Marketing Cloud, Lightning Scheduler 3 years of experience working within an Agile development framework; JIRA experience required Preferred qualifications, capabilities, and skills Demonstrated prior experience working in a highly matrixed and complex organization Experience developing and managing strategy and roadmap across a large, diverse organization Experience managing product delivery across multiple work streams with varying timelines, priorities and complexities, ultimately launching new / enhanced product to market Ability to independently manage work modules and problem solve. Demonstrates leadership skills in working with partners and others who may not have a direct reporting line into the group Structured thinker, effective communicator with excellent written communication skills. Ability to articulate complex technical concepts with poise and confidence. Advanced knowledge of the product development life cycle, design, and data analytics Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management