Vice President, Client Service Data Insights & Analytics
About The Position
We’re seeking a future team member for the role of Vice President, Client Service Data Insights & Analytics to join our Commercial Hub team. This role is located in New York, NY or Pittsburgh, PA. In this role, you’ll make an impact by serving as the primary product owner for Wealth’s CRM platform, accountable for defining, prioritizing, and delivering the product roadmap for Salesforce and Microsoft Dynamics environments in alignment with business strategy and user needs. You will lead cross-functional collaboration across Wealth business, technology, operations, and change stakeholders to translate requirements into scalable CRM capabilities that enhance client management, sales enablement, and overall user experience. You will oversee the ongoing management, optimization, and governance of the Wealth CRM, including backlog prioritization, release planning, issue resolution, and continuous improvement of platform functionality and adoption. Additionally, you will lead a major CRM transformation program, coordinating business requirements, stakeholder alignment, implementation milestones, and change readiness across multiple CRM platforms to support the evolution of Wealth’s client and sales capabilities.
Requirements
- Bachelor's degree in business or a related discipline, or equivalent work experience required
- 5-8 years of experience
- Significant experience in product ownership, platform management, or business transformation roles within wealth management, with a strong understanding of advisor/client workflows, sales processes, and CRM-enabled business capabilities.
- Demonstrated experience leading CRM strategy, implementation, or enhancement initiatives, including partnership with business and technology teams to deliver roadmap priorities and enterprise-scale change.
- Experience with Salesforce and/or Microsoft Dynamics preferred, with a strong preference for candidates who have supported CRM modernization or migration programs in a sales enablement or client relationship management environment.
Nice To Haves
- MBA or other advanced degree preferred
Responsibilities
- Serve as the primary product owner for Wealth’s CRM platform, accountable for defining, prioritizing, and delivering the product roadmap for Salesforce and Microsoft Dynamics environments in alignment with business strategy and user needs.
- Lead cross-functional collaboration across Wealth business, technology, operations, and change stakeholders to translate requirements into scalable CRM capabilities that enhance client management, sales enablement, and overall user experience.
- Oversee the ongoing management, optimization, and governance of the Wealth CRM, including backlog prioritization, release planning, issue resolution, and continuous improvement of platform functionality and adoption.
- Lead a major CRM transformation program, coordinating business requirements, stakeholder alignment, implementation milestones, and change readiness across multiple CRM platforms to support the evolution of Wealth’s client and sales capabilities.
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans
- Various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Executive
