Sr Mgr, Product Manager - CRM Strategy

Fidelity • Westlake, TX

7d

About The Position

Fidelity is seeking a Product Manager to lead a delivery team that transforms how Fidelity Institutional manages client relationships and drives growth. The role focuses on reimagining and enhancing the Salesforce experience for distribution, relationship management, and specialist teams. The Product Manager aligns business needs with technology and delivers results by setting priorities and ensuring agreement on product scope and timing through ongoing roadmap planning and product backlog management.

Fidelity Institutional uses Salesforce as its enterprise CRM platform and as a key enabler of the associate experience across sales, relationship management, consulting, and client service. As Salesforce investment continues, this team helps define the future of advisor and client engagement. Product Managers partner across business and technology organizations to deliver solutions that support growth, efficiency, and an improved client experience.

Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout. Current onsite expectations vary, and are likely to evolve. The transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position. Hiring may also be subject to restrictions related to criminal histories under applicable laws and regulations.

Requirements

• Bachelor’s degree or equivalent.
• 8+ years of experience.
• 5+ years of experience in product leadership, management, product development, or strategy.
• Ability to define and evolve Salesforce product strategy, roadmaps, and backlogs, leveraging stakeholder input, customer feedback, and data insights.
• Ability to evaluate product performance and identify enhancements using customer feedback, business insights, and user adoption trends.
• Ability to partner with stakeholders and engineering teams to define requirements, prioritize work, and manage a product backlog.
• Demonstrated ability to drive alignment and influence decisions across business and technology organizations in a complex stakeholder environment.
• Experience leading and developing cross-functional teams and 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 organizational levels.
• Strong critical-thinking and problem-solving skills, including navigating ambiguity, evaluating tradeoffs, and driving informed decisions.
• Experience using Salesforce capabilities to solve business problems and deliver measurable business value.
• Expertise in Microsoft Office Suite.

Responsibilities

• Lead a delivery team focused on reimagining and enhancing the Salesforce experience for Fidelity Institutional distribution, relationship management, and specialist teams.
• Define and evolve the Salesforce product strategy, roadmap, and backlog, using stakeholder input, customer feedback, and data insights to prioritize capabilities that drive business outcomes.
• Plan the roadmap, prioritize work, and manage the product backlog to align stakeholders on product scope and timing.
• Evaluate product performance using customer feedback, business insights, and user adoption trends, and identify opportunities for enhancement.
• Partner with stakeholders and engineering teams to define requirements, prioritize work, and manage the product backlog.
• Drive alignment and influence decision-making across business and technology organizations in a complex stakeholder environment.
• Lead and develop cross-functional teams while influencing outcomes across multiple stakeholder groups.
• Build and maintain cross-functional partnerships and relationships throughout the organization.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior