Asset & Wealth Management, Product Management, Vice President - New York
About The Position
This role will serve as the Sales Experience Product Manager within the broader Global CSG Sales Enablement group. The VP will own the product vision, strategy, and roadmap for the sales experience platform—with a primary focus on the Salesforce ecosystem—ensuring our sales professionals are equipped with best-in-class tooling, workflows, and AI-driven capabilities that accelerate productivity and enhance client engagement. The VP will be responsible for connecting across senior leaders of the distribution business (including sales, marketing, and product) and partner teams (GSAM Engineering, Operations, etc.) to define and drive the vision for the sales experience platform. The primary focus will be on designing, implementing, and continuously improving Salesforce and integrated sales tools that empower our sales teams to operate more efficiently and effectively, specifically within the Asset Management client organization. This role involves leading the team in its close partnership with the broader Sales Enablement, Analytics, and GSAM Engineering teams to deliver on a multi-year roadmap of solutions and tools that will help scale the business and drive profitability. Key areas of ownership include:
Requirements
- 8–12 years' of experience in product management, sales technology, or CRM platform delivery, ideally in the Asset Management, Wealth Management, or broader Financial Services space.
- Deep technical implementation knowledge of the Salesforce platform (Sales Cloud, Financial Services Cloud, Experience Cloud, or similar), including hands-on experience with configuration, customization, integrations (APIs, middleware), and platform governance.
- Demonstrated background in salesperson tooling—designing, building, and optimizing tools and workflows that directly support front-office sales teams.
- Strong ability to build collaborative relationships and communicate effectively with business and IT leaders, project members, and vendors to assure success.
- Data-driven, user-centered design approach to product development, with demonstrated ability to deliver solutions that address and anticipate various business user needs.
- Strong problem-solving skills based on first principles, able to craft unique solutions with limited guidance; proactive in assessing dynamic situations.
- Enjoys problem-solving and being "the glue" between business challenges/opportunities and delivering results.
- Excellent written and verbal communication skills.
Nice To Haves
- Experience with AI workflows, intelligent automation, or machine learning applications within CRM or sales platforms is highly preferred (e.g., Einstein AI, copilot-style assistants, predictive lead scoring, next-best-action engines).
- Experience with analytics and data modeling is a plus; familiarity with how data flows across CRM, trade/position data, marketing platforms, and third-party data sets is valued, though a dedicated BI background is not required.
- Self-motivated team player, comfortable working within a dynamic business environment, juggling multiple responsibilities and pivoting to new challenges/priorities as they arise.
Responsibilities
- Leading the end-to-end product management of the Salesforce platform, including configuration, customization, integrations, and ongoing optimization.
- Defining and driving the adoption of AI-powered workflows and intelligent automation within the sales experience ecosystem to improve prospecting, pipeline management, and client servicing.
- Partnering with sales leadership to identify pain points, gather requirements, and translate business needs into scalable technical solutions.
- Overseeing the design and delivery of salesperson tooling that streamlines day-to-day workflows, enhances CRM adoption, and surfaces actionable insights.
- Collaborating with data and analytics teams to integrate centralized client intelligence such as customer segmentation and KPIs into the sales experience platform.
- Managing and growing the team and overall effort, ensuring alignment with business priorities and effective delivery of solutions.
- Fostering collaborative relationships and communicating effectively with business and IT leaders, project members, and vendors to assure success.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
