VP, Product Leader – Salesforce CRM

Fidelity Investments•Merrimack, NH

3d•Onsite

About The Position

The VP Product Leader for Salesforce CRM sets the strategic vision and multi-year product roadmap for the Wealth and Brokerage CRM portfolio which includes Sales Cloud, Service Cloud, Financial Services Cloud and CRM Analytics. The VP leads a group of Product Managers; supporting, mentoring, empowering and growing a high performing team. This work will enable over 27k distribution associates to efficiently, effectively and significantly engage with Fidelity customers and prospects; driving business value and growth for Fidelity’s retail business! The role handles the day-to-day relationship with Salesforce and work across the enterprise in partnership with business leaders, client-facing associates, product, design and engineering teams across Fidelity.

Requirements

Bachelor’s Degree with 15 plus years of experience in product leadership or general management roles with enterprise scope
Demonstrated experience leading large scale SaaS product implementation & product development (Salesforce or otherwise)
Experience working directly with sales, service and relationship management professionals; supporting deployment related activities and solution consulting
Validated ability to influence outcomes across complex, highly regulated, matrixed organizations
Strong executive communication, decision-making, and partner alignment capabilities
Consistent track record working with emerging technology capabilities, rapidly learning, and scaling innovative solutions
Skilled at using data and insights to develop effective strategic vision and platform roadmaps
Expert level knowledge working with various digital technology vendors, platforms and solutions
Customer-focused and dedicated to understanding and learning about customer/associate problems, needs and requirements
Exhibits strong cross-functional leadership and collaboration skills to navigate a matrixed environment with a range of priorities and perspectives
Understands and has the skills required to work across various technology platforms, vendors, Domains, Product Areas and Teams

Nice To Haves

Series 99 - FINRA certification

Responsibilities

Sets the strategic vision and multi-year product roadmap for the Wealth and Brokerage CRM portfolio.
Leads a group of Product Managers, supporting, mentoring, empowering and growing a high performing team.
Handles the day-to-day relationship with Salesforce.
Works across the enterprise in partnership with business leaders, client-facing associates, product, design and engineering teams.
Serves as the owner of the mission, strategy, product life cycle and value creation of the group.
Works with the Product Managers to set priorities and create a well-coordinated roadmap.
Makes decisions based on anticipated future trends, issues, and business drivers.
Navigates dependencies and aligns priorities with key business partners.
Makes decisions that impact results with limited oversight and will to shift focus and/or direction to meet changing conditions.
Communicates effectively and relationship manages internal and external customers.
Leads, advises, and empowers team leaders and members.
Leads leaders in all aspects of performance management, goal setting, coaching, development, and engagement.