Salesforce FSC SME

10xTalents; Philadelphia (Philadelphia County); Hybrid; USD 120,000 - 160,000; Full time

Job summary

A prominent financial services firm is seeking a Product Manager to oversee the implementation of a CRM platform tailored for financial advisors. This full-time position, located in Philadelphia, emphasizes successful Salesforce project management and strategic relationship-building. Candidates should have demonstrated expertise in financial services and be willing to work onsite. The role requires strong organizational skills and the ability to communicate a clear product vision effectively.

Qualifications

• Extensive experience managing product in financial services or similar sector.
• Proven success in CRM project management, especially with Salesforce.
• In-depth knowledge of workflows for financial advisors.
• Understanding of financial advisors' needs and workflows.
• Strong relationship-building and cross-functional collaboration.
• Strategic thinker with clear product vision and communication.
• Organized with strong risk and project planning skills.

Responsibilities

• Define and implement strategic vision for CRM platform.
• Engage with stakeholders to understand needs and challenges.
• Oversee execution of project plans and manage risks.
• Translate business needs into a clear product roadmap.
• Lead sprint reviews, UAT, and quality assurance to ensure outcomes.
• Develop and execute training and change-management plans.
• Monitor platform evolution with regular stakeholder forums.

Skills

Product management in financial services

Salesforce implementations

Relationship building

Strategic communication

Project planning

Risk management

Tools

Salesforce Financial Services Cloud

Job description

Philadelphia, Pennsylvania, United States

Full-time / Regular Role

No C2C, Visa Transfers at this time
Must be willing to work onsite in Philadelphia (Hybrid)
No relocation package at this time

Role Overview

This position involves managing the implementation and ongoing development of a CRM platform for financial professionals, with a focus on Salesforce. The role serves as a central point of contact for stakeholders and drives the successful execution of the CRM strategy.

Key Responsibilities

• Define and implement a strategic vision for the CRM platform tailored to the needs of financial advisors and their teams.
• Build and maintain strong relationships with stakeholders across the organization to understand their goals and challenges.
• Regularly engage with users to identify areas where CRM can provide impactful solutions.
• Stay updated on industry trends and tools relevant to financial advisory services.
• Prioritize features and translate business demands into a clear, actionable roadmap.
• Develop detailed business requirements by collaborating with stakeholders.
• Oversee the execution of project plans, proactively managing risks, dependencies, and challenges.
• Review sprint deliverables to confirm they meet established requirements and expectations.
• Lead user acceptance testing and monitor quality assurance to ensure the final product aligns with business needs.
• Develop and execute a communication and training plan to support the successful launch of CRM tools.
• Conduct regular forums with stakeholders to ensure the platform evolves to address key business priorities.

Qualifications

• Extensive experience as a product manager in financial services or a similar industry, with a focus on wealth management or brokerage firms or consulting to such firms.
• Proven track record of managing successful CRM projects, particularly Salesforce implementations.
• In-depth knowledge of Salesforce Financial Services Cloud.
• Strong understanding of the needs and workflows of financial advisors and their support teams.
• Exceptional relationship‑building skills, with the ability to connect across organizational levels.
• Strategic thinker with excellent communication skills to define and share a clear product vision.
• Highly organized with expertise in project planning and managing risks and issues.