Sr Mgr, Product Manager - CRM Strategy

Fidelity Investments Inc.; Westlake (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity Institutional is seeking a Product Manager to lead a delivery team focused on reimagining the Salesforce experience for its distribution, relationship management, and specialist teams. You will align business needs with technology, drive roadmap prioritization, and manage the product backlog to deliver measurable business value.

The role requires extensive experience in product leadership and Salesforce strategy, with strong stakeholder engagement and cross-functional collaboration

Qualifications

• Bachelor’s degree or equivalent with 8+ years of experience.
• 5+ years of experience in product leadership, management, product development, or strategy.
• Ability to define and evolve the Salesforce product strategy, roadmap, and backlog, leveraging stakeholder input, customer feedback, and data insights to prioritize capabilities that drive business outcomes
• Ability to use customer feedback, business insights, and user adoption trends to evaluate product performance and identify enhancement opportunities
• Ability to partner with stakeholders and engineering teams to define requirements, prioritize work, and manage the product backlog
• Demonstrated ability to drive alignment and influence decision making across business and technology organizations in a complex stakeholder environment
• Experience leading and developing cross-functional teams while influencing outcomes across multiple stakeholder groups
• Excellent interpersonal and communication skills with a proven ability to build and maintain strong cross‑functional partnerships and relationships at all levels of the organization
• Strong critical thinking and problem‑solving skills with the ability to navigate ambiguity, evaluate tradeoffs, and drive informed decisions
• Experience leveraging Salesforce capabilities to solve business problems and deliver measurable business value
• Expertise in Microsoft Office Suite

Skills

Product leadership

Strategy

Backlog management

Stakeholder management

Cross-functional teamwork

Communication

Problem solving

Microsoft Office

Salesforce knowledge

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Microsoft Office Suite

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Interested in leading a high-impact delivery team responsible for transforming how Fidelity Institutional manages client relationships and drives growth? Join us as we execute our vision to deliver innovative solutions that enhance all aspects of FI client management and growth!

This Product Manager will lead a delivery team focused on reimagining and enhancing the Salesforce experience for Fidelity Institutional’s distribution, relationship management, and specialist teams. As the Product Manager, you blend the ability to align business needs and technology with a passion for delivering results. You will ensure alignment on the “what” and “when” through ongoing roadmap planning, prioritization, and management of the product backlog.

The Expertise and Skills You Bring

• Bachelor’s degree or equivalent with 8+ years of experience
• 5+ years of experience in product leadership, management, product development, or strategy
• Ability to define and evolve the Salesforce product strategy, roadmap, and backlog, leveraging stakeholder input, customer feedback, and data insights to prioritize capabilities that drive business outcomes
• Ability to use customer feedback, business insights, and user adoption trends to evaluate product performance and identify enhancement opportunitiest
• Ability to partner with stakeholders and engineering teams to define requirements, prioritize work, and manage the product backlog
• Demonstrated ability to drive alignment and influence decision making across business and technology organizations in a complex stakeholder environment
• Experience leading and developing cross-functional teams while influencing outcomes across multiple stakeholder groups
• Excellent interpersonal and communication skills with a proven ability to build and maintain strong cross‑functional partnerships and relationships at all levels of the organization
• Strong critical thinking and problem‑solving skills with the ability to navigate ambiguity, evaluate tradeoffs, and drive informed decisions
• Experience leveraging Salesforce capabilities to solve business problems and deliver measurable business value.
• Expertise in Microsoft Office Suite

The Team

Fidelity Institutional (FI) leverages Salesforce as its enterprise CRM platform and as a critical enabler of the associate experience across sales, relationship management, consulting, and client service organizations. As FI continues to invest in Salesforce as a strategic capability, this team plays a central role in defining the future of advisor and client engagement. Product Managers on this team partner across business and technology organizations to deliver innovative solutions that drive growth, improve efficiency, and enhance the client experience.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full‑time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Product Management

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.