Senior Product Manager, CRM & Sales Enablement

At Guardian, we are transforming the advisor experience through an integrated technology ecosystem designed to drive productivity, growth, and deeper client relationships. We are seeking a Senior Product Manager to lead our Client Relationship Management (CRM) and Sales Enablement platforms, partnering closely with field teams, business leaders, and technology partners.

This role will define and execute a product strategy that supports an entrepreneurial agency model while delivering consistent, scalable, and intuitive platforms that enhance advisor effectiveness across pre-sales activities and client engagement.

You will

• Define and drive the roadmap for CRM and sales enablement platforms aligned to Guardian’s integrated ecosystem
• Manage and coach a team of Product Owners, providing mentorship and performance feedback
• Build a high-performing product team through coaching in agile practices and stakeholder engagement
• Engage directly with advisors and agency leaders to understand workflows and needs
• Translate field insights into scalable, user-centric platform capabilities
• Balance flexibility required by entrepreneurial agencies with enterprise consistency
• Lead development of CRM and sales enablement capabilities across advisor workflows
• Ensure integration across Guardian’s advisor technology ecosystem
• Drive prioritization of AI-enabled capabilities within platform strategy
• Partner with cross-functional teams to deliver product outcomes
• Manage dependencies, risks, and vendor relationships (e.g., Salesforce, Seismic)
• Define and track OKRs tied to advisor productivity and adoption

• 10+ years of experience in product management for CRM or sales enablement
• Experience managing and developing Product Owners
• Field-facing experience supporting advisors or sales teams
• Experience supporting entrepreneurial or independent agency environments
• Strong understanding of AI concepts and product strategy integration
• Proven ability to work across business and technology stakeholders

Preferred Experience

• Experience with CRM or sales enablement platforms, preferably Salesforce or Seismic
• Financial services, wealth management, or insurance experience
• Experience with integrated advisor technology ecosystems, * People Leadership & Coaching
• CRM & Sales Enablement Strategy
• AI & Intelligent Automation
• Product Roadmap Development
• Stakeholder Engagement & Influence
• Field Engagement & User-Centered Design
• Change Management & Adoption
• Continuous Improvement

$152,290.00 - $250,195.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

As part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools”) to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website (Careers at Guardian at https://www.guardianlife.com/careers). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.

Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to MyHR@glic.com, making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via MyHR@glic.com.

Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here.