Senior Product Owner - Advice D365 CRM

Insignia Financial Ltd; Sydney; On-site; AUD 150,000 - 190,000; Full time

Job summary

IOOF Holdings Limited seeks a Senior Product Owner for D365 CRM to shape how technology enables advisers and clients. You will define the product strategy and roadmap for our enterprise CRM platform, starting with financial advice use cases and expanding across the organisation.

Bring deep knowledge of advice technology, adviser workflows, and customer experience to deliver scalable CRM capabilities and AI-enabled improvements.

Qualifications

• Experience delivering enterprise CRM implementations in complex environments.
• Deep understanding of adviser workflows and regulatory obligations in financial services.
• Proven capability to translate business needs into CRM solutions.

Responsibilities

• Define and drive the CRM product strategy and roadmap for the enterprise platform.
• Partner with stakeholders to translate adviser workflows into effective CRM solutions.
• Champion customer and adviser experience, improving engagement and service delivery.
• Shape implementation plans with technology delivery leaders to deliver measurable outcomes.
• Leverage Dynamics, Power Apps, data and AI to build scalable CRM capabilities.
• Own artefacts like roadmaps, backlog prioritisation and business cases in agile delivery.
• Influence cross-functional teams to align with enterprise architecture and compliance.

Skills

CRM strategy

Agile delivery

Stakeholder management

Product ownership

Microsoft Dynamics

Power Apps

Data and AI awareness

Tools

Microsoft Dynamics

Power Apps

Job description

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• Shape CRM technology that transforms adviser and client experiences
• Lead the product vision for a strategic enterprise CRM platform
• Combine deep advice knowledge with Microsoft Dynamics expertise

The opportunity to join our team

Join our Advice Technology team as a Senior Product Owner – D365 CRM and play a key role in shaping how technology enables better experiences for advisers and clients. You’ll define and drive the product strategy and roadmap for our enterprise CRM platform, initially focused on financial advice before scaling capabilities more broadly across the organisation. With a deep understanding of advice technology, adviser workflows and customer experience, you’ll help create solutions that increase adviser capacity, simplify interactions and enable more meaningful client engagement. Working across Advice, Technology, CX, Risk and Product, you’ll bring together business needs, customer outcomes and technology to deliver scalable CRM capabilities. You’ll also explore how data and AI can enhance the platform and create more efficient, connected experiences.

Key Responsibilities:

• Define and drive the CRM product strategy and roadmap, initially supporting Advice before scaling capabilities across the enterprise.
• Partner closely with Advice stakeholders to understand adviser workflows, client interactions and the regulatory environment, translating these into effective CRM solutions.
• Champion customer and adviser experience, ensuring CRM capabilities improve efficiency, engagement and service delivery.
• Work with Advice and technology delivery leaders to shape implementation plans and deliver measurable business and customer outcomes.
• Leverage Microsoft Dynamics, Power Apps, data and AI to develop scalable, integrated CRM capabilities.
• Own key product artefacts including roadmaps, backlog prioritisation and business cases, delivering incremental value through an agile approach.
• Partner across Advice, Technology, CX, Risk and Product to ensure solutions align to customer experience, regulatory and enterprise architecture requirements.
• Influence vendors and senior stakeholders, support change and adoption, and maintain momentum from strategy through to delivery.

What you will bring:

• Deep experience within financial advice technology, with a strong understanding of the advice business model, adviser workflows, advice processes and regulatory obligations.
• Strong customer experience knowledge, with the ability to translate adviser and client needs into technology solutions that improve engagement and service outcomes.
• Proven experience as a Product Owner or Product Manager delivering significant CRM platform implementations within complex enterprise environments.
• 10+ years' experience with Microsoft Dynamics and/or Power Apps, combined with deep CRM platform and implementation expertise.
• Hands-on experience shaping and delivering enterprise technology solutions, ideally focused on financial advice use cases.
• Strong product management capability across strategy, roadmaps, backlog prioritisation, business cases and iterative delivery.
• Strong commercial acumen and vendor management skills, with the ability to influence technical and non-technical stakeholders toward shared outcomes.
• A strategic, proactive and delivery-focused mindset, with strong communication skills and the ability to operate effectively in fast-paced agile environments.

People-inspired tech

Deep expertise combined with creativity can take on the trickiest of problems. Join our team of brilliant minds and mentors as we explore our way to innovation and apply technology in more human ways than ever.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.