Senior Product Manager, CRM & Sales Enablement
About The Position
At Guardian, we are transforming the advisor experience through an integrated technology ecosystem designed to drive productivity, growth, and deeper client relationships. We are seeking a Senior Product Manager to lead our Client Relationship Management (CRM) and Sales Enablement platforms, partnering closely with field teams, business leaders, and technology partners. This role will define and execute a product strategy that supports an entrepreneurial agency model while delivering consistent, scalable, and intuitive platforms that enhance advisor effectiveness across pre-sales activities and client engagement.
Requirements
- 10+ years of experience in product management for CRM or sales enablement
- Experience managing and developing Product Owners
- Field-facing experience supporting advisors or sales teams
- Experience supporting entrepreneurial or independent agency environments
- Strong understanding of AI concepts and product strategy integration
- Proven ability to work across business and technology stakeholders
- Must be legally authorized to work in the United States, without the need for employer sponsorship.
Nice To Haves
- Experience with CRM or sales enablement platforms, preferably Salesforce or Seismic
- Financial services, wealth management, or insurance experience
- Experience with integrated advisor technology ecosystems
Responsibilities
- Define and drive the roadmap for CRM and sales enablement platforms aligned to Guardian’s integrated ecosystem
- Manage and coach a team of Product Owners, providing mentorship and performance feedback
- Build a high-performing product team through coaching in agile practices and stakeholder engagement
- Engage directly with advisors and agency leaders to understand workflows and needs
- Translate field insights into scalable, user-centric platform capabilities
- Balance flexibility required by entrepreneurial agencies with enterprise consistency
- Lead development of CRM and sales enablement capabilities across advisor workflows
- Ensure integration across Guardian’s advisor technology ecosystem
- Drive prioritization of AI-enabled capabilities within platform strategy
- Partner with cross-functional teams to deliver product outcomes
- Manage dependencies, risks, and vendor relationships (e.g., Salesforce, Seismic)
- Define and track OKRs tied to advisor productivity and adoption
Benefits
- Annual, sales, or other incentive compensation
- Skill-building
- Leadership development
- Philanthropic opportunities
- Supportive, flexible, and inclusive benefits and resources
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
