Director, IT Product Management, Client Management and Sales Enablement

Position Responsibilities

• Own product delivery across Client Management applications (client reporting, onboarding, servicing) and Sales Enablement platforms (Client 360, CRM, content enablement).
• Lead and develop a high‑performing team of engineers, analysts, and QA across agile squads; set goals, coach, and drive accountability.
• Partner with Product, Sales, Client Service, Marketing, Operations, and Compliance to shape roadmaps, prioritize backlogs, and translate business needs into actionable epics and user stories.
• Deliver strategic initiatives and platform modernization: scalability, performance, security, and data quality improvements.
• Oversee KLO, incident management, and SRE practices (SLAs/SLOs, reliability, change management) to ensure production stability.
• Establish delivery rigor: OKRs, KPIs, release cadences, dependency management, and cross‑team governance.
• Drive the book of work for Sales Enablement, including Client 360 capabilities, data integration, and workflow automation.
• Advance AI‑enabled solutions (intelligent client reporting, content personalization, insights/recommendations) with responsible AI governance.
• Manage vendor/partner relationships and contracts (Salesforce, Seismic, CRM tools), ensuring value realization and roadmap alignment.
• Align data strategy with enterprise architecture: master data, metadata, lineage, and quality controls across client, product, and interaction data.
• Champion security, privacy, and regulatory compliance (data protection, client communications standards) in design and delivery.
• Own budgets, forecasts, and resource planning; optimize capacity across strategic work, enhancements, and KLO.
• Communicate status and risk transparently to senior leadership; drive mitigation plans and decision escalations.

Required Qualifications

• 10+ years in product delivery/program management or technology leadership in financial services; investment management experience strongly preferred.
• Proven leadership managing cross‑functional engineering/analysis teams delivering complex, data‑rich products at scale.
• Demonstrated success with agile delivery (Scrum/Kanban), DevOps/SRE practices, and CI/CD.
• Experience delivering client reporting/onboarding/servicing platforms and sales enablement solutions.
• Strong stakeholder management and executive communication; ability to align priorities and drive outcomes.
• Solid understanding of data integration, APIs, and event‑driven architectures; familiarity with data governance and controls.
• Track record of operational excellence: SLAs, incident/problem management, change/release management.

Preferred Qualifications

• Experience with Salesforce (Sales/Service Cloud), Seismic (content enablement), and CRM ecosystems.
• Knowledge of customer data platforms, MDM, and Client 360 architectures.
• Background in AI/ML product delivery: NLP for content/search, personalization, predictive analytics.
• Familiarity with cloud platforms (AWS/Azure/GCP), containerization, and modern data stacks.

When you join our team

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well‑being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

Legal Information

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