Senior Product Owner - Advice D365 CRM

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

• 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.