Senior D365 CRM Product Owner - Advisor Tech & AI

Insignia Financial; Sydney; On-site; AUD 140,000 - 190,000; Full time

Job summary

Insignia Financial in Sydney seeks a Senior Product Owner for D365 CRM to shape our enterprise CRM strategy and roadmap, starting with financial advice use cases and expanding across the organization.

You will partner with Advice, Technology and CX teams to translate adviser workflows and regulatory needs into scalable CRM capabilities, leveraging Microsoft Dynamics, Power Apps and AI to drive better adviser and client experiences.

Qualifications

• 10+ years' experience delivering CRM platforms in enterprise environments.
• Deep knowledge of financial services and advisory workflows.
• Proven ability to shape strategy, roadmaps and business cases in agile settings.

Responsibilities

• Define and drive the CRM product strategy and roadmap for the enterprise, starting with Advice.
• Partner with Advice stakeholders to translate adviser workflows and regulatory needs into CRM solutions.
• Champion customer and adviser experience, ensuring CRM capabilities improve efficiency, engagement and service delivery.
• Work with Delivery leaders to shape implementation plans and deliver measurable outcomes.
• Leverage Microsoft Dynamics, Power Apps, and AI to develop scalable CRM capabilities.
• Own roadmaps, backlog prioritisation and business cases, delivering incremental value in agile sprints.
• Collaborate across Advice, Technology, CX, Risk and Product to align with enterprise architecture.

Skills

Microsoft Dynamics

Power Apps

CRM platform

Vendor management

Agile delivery

Stakeholder influence

Tools

Power Platform

Job description

Insignia Financial in Sydney seeks a Senior Product Owner for D365 CRM to shape our enterprise CRM strategy and roadmap, starting with financial advice use cases and expanding across the organization.

You will partner with Advice, Technology and CX teams to translate adviser workflows and regulatory needs into scalable CRM capabilities, leveraging Microsoft Dynamics, Power Apps and AI to drive better adviser and client experiences.