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Role Summary
The Individual Investors Client Experience team is seeking a Sr. Product Owner to lead the Salesforce platform strategy. CRM is a critical component of the multi-year transformational digital agenda, and the Salesforce platform is uniquely positioned within Individual Investors, serving multiple business units and associates. You will drive the development, and implementation of our CRM strategy, and roadmap. You will leverage strategic relationships, client/associate knowledge, competitive information, and regulatory environment, to enable the organization with solutions that drive business results. Take an enterprise view, leading CRM enablement activities across business units, ensuring alignment with overall business strategy. Provide thought leadership and technical direction for determining appropriate metrics, milestones, and other performance indicators for the CRM discipline. Advise key leaders & stakeholders on the short-term and long-term progress against metrics. You will demonstrate s a high degree of commercial judgment; negotiate regularly with management and business stakeholders, providing insights and recommendations on the strategic priorities for platform enablement. You will be responsible for ensuring that our organizations CRM assets are effectively managed, organized, and accessible to support our business objectives. Through business knowledge, provide guidance to internal clients on optimizing their use of enablement platforms and tools. Leverage client insights to recommend enhanced processes, reports, tools, etc., for improving effectiveness. This role will lead a team of developers, designers, product owner and analysts utilizing an Agile methodology, to launch client-centric features from research and discovery to development and delivery. The role is high exposure and involves ongoing engagement with senior partners and leaders.
Responsibilities:
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