> Markdown version of [/jobs/ext/2022125-product-manager-crm-top-investment-manager](https://www.wearedevelopers.com/jobs/ext/2022125-product-manager-crm-top-investment-manager). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md).

---

# Product Manager (CRM)-TOP INVESTMENT MANAGER

- **Company:** Robert Half International Inc.
- **Location:** London, UK
- **Contract:** Permanent contract
- **Skills:** Customer Data Management, Data Mapping, Data Structures, Microsoft Dynamics CRM, Microsoft Dynamics, Salesforce.Com, Systems Integration
- **Published:** August 11, 2026
- **Apply:** https://find.jobs/jobs-near-me/apply/ats-redirect/?id=2919099122-2

## About the Role

CRM supports business objectives.Identify opportunities for automation, workflow optimisation, and improved client experience.Ideal BackgroundProduct Manager, Product Owner, CRM Product Manager, CRM Transformation Lead, or CRM Programme Lead.Proven experience owning a Salesforce or Microsoft Dynamics 365 CRM platform.Experience delivering CRM implementations, migrations, or transformation programmes.Strong understanding of CRM data models, workflows, integrations, reporting, and governance.Experience working within Financial Services, Wealth Management, Insurance, FinTech, or another regulated environment.Excellent stakeholder management and communication skills.Please NoteApplicants without Salesforce or Microsoft Dynamics 365 CRM experience will not be considered.Apply now!!!Excellent Benefits on offerHigh Bonus25 days holidaysPension Gym FlexRobert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed

## Description

DescriptionProduct Manager (CRM)-TOP INVESTMENT MANAGER Perm role Hybrid working in Central London (3 days in the office and 2 days from home) In Partnership with Robert Half LtdThis is a chance for you to join an Elite Level Investment Manager who are going through a large Technology Refresh. We are looking for a Product Manager / Product Owner to take ownership of our CRM strategy, roadmap, and ongoing evolution. This is a business-critical role where you will act as the bridge between advisers, operations, compliance, technology, and senior stakeholders, ensuring the CRM delivers measurable business value and an outstanding user experience.You will play a key role in the migration to a new CRM platform, defining requirements, shaping the product vision, driving adoption, and ensuring the platform becomes the central source of truth across the business.Essential RequirementsCandidates must have hands-on ownership and product management experience with either Salesforce or
Microsoft Dynamics 365 CRM.This is a non-negotiable requirement. We are specifically looking for individuals who have owned, developed, enhanced, or transformed a Salesforce or Dynamics CRM environment and can demonstrate a strong understanding of CRM strategy, data structures, workflows, integrations, user adoption, and continuous improvement.Key ResponsibilitiesOwn the CRM product vision, strategy, and roadmap.Lead the migration to a new CRM platform, including requirements gathering, data mapping, stakeholder engagement, and delivery.Translate business requirements into prioritised epics, features, and user stories.Drive CRM adoption, usability, and continuous improvement across the organisation.Work closely with development, data, architecture, and delivery teams to deliver enhancements and integrations.Establish and monitor KPIs around adoption, data quality, operational efficiency, and business value.Partner with advisers, operations, compliance, and leadership teams to ensure the