Senior Product Owner, D365 CRM for Financial Advice

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

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.