Sr Mgr, Product Manager - CRM Strategy

Fidelity Investments • Westlake, TX

1d

About The Position

The 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. The role aligns business needs and technology to deliver results, ensuring agreement on what will be delivered and when through ongoing roadmap planning, prioritization, and product backlog management.

Fidelity Institutional uses Salesforce as its enterprise CRM platform and a key enabler of the associate experience across sales, relationship management, consulting, and client service organizations. The team helps define the future of advisor and client engagement, partnering across business and technology organizations to deliver solutions that drive growth, improve efficiency, and enhance the client experience.

Requirements

• Bachelor’s degree or equivalent and 8+ years of experience.
• 5+ years of experience in product leadership, management, product development, or strategy.
• Ability to define and evolve Salesforce product strategy, roadmap, and backlog, using stakeholder input, customer feedback, and data insights to prioritize capabilities that drive business outcomes.
• Ability to evaluate product performance and identify enhancement opportunities using customer feedback, business insights, and user adoption trends.
• 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 decisions 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 cross-functional partnerships and relationships at all organizational levels.
• Strong critical-thinking and problem-solving skills, including 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.

Responsibilities

• Lead a delivery team focused on improving the Salesforce experience for distribution, relationship management, and specialist teams.
• Define and evolve the Salesforce product strategy, roadmap, and backlog using stakeholder input, customer feedback, and data insights.
• Plan the roadmap, prioritize capabilities, and manage the product backlog to align on delivery scope and timing.
• Evaluate product performance using customer feedback, business insights, and user adoption trends, and identify enhancement opportunities.
• Partner with stakeholders and engineering teams to define requirements, prioritize work, and manage the product backlog.
• Drive alignment and influence decisions across business and technology organizations and stakeholder groups.
• Lead and develop cross-functional teams while influencing outcomes across multiple stakeholder groups.
• Leverage Salesforce capabilities to solve business problems and deliver measurable business value.

What This Job Offers

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