CRM Product Owner (North America)

We are seeking to add a North America CRM Product Owner to lead business product ownership for Salesforce and related client coverage capabilities supporting North America Institutional and Intermediary distribution teams.

Reporting to the Head of CRM & Sales Enablement, this individual-contributor role will translate business priorities into scalable capabilities that improve sales effectiveness, client engagement, workflow efficiency, data quality, and user adoption. Impact is driven through cross-functional influence, stakeholder partnership, and subject-matter expertise rather than direct people management.

Salesforce is the primary platform, with adjacent responsibilities spanning sales enablement, analytics, data, and AI-enabled capabilities. The role partners with dedicated Salesforce administration and development teams and requires a business-owner mindset that balances strategic thinking with hands-on execution.

What You’ll Do

Product Ownership & Delivery

• Serve as lead business product owner for CRM capabilities supporting North America Institutional and Intermediary businesses.

• Own roadmap prioritization with the Head of CRM & Sales Enablement and key business stakeholders, translating objectives into requirements, user stories, process designs, and delivery plans.

• Partner with business, technology, operations, and data teams across solution design, testing, rollout, and optimization.

• Promote data quality and governance in partnership with data stewardship and operations teams.

• Use business outcomes, adoption measures, and user feedback to guide priorities and improve platform value.

Business Partnership & Transformation

• Build trusted relationships across sales leadership, consultant relations, relationship management, operations, data, and technology.

• Align North America distribution stakeholders and CRM delivery teams, facilitating decisions across competing priorities.

• Identify opportunities to improve client coverage, sales workflows, and commercial effectiveness through CRM, analytics, process improvement, and practical AI-enabled capabilities.

• Communicate priorities, progress, outcomes, risks, and recommendations effectively to leadership and users.

Adoption & Value Realization

• Lead rollout, change management, training, and adoption for new CRM capabilities and enhancements.

• Develop targeted communications and enablement materials, and monitor adoption and business impact to improve realized value.

• Bachelor’s degree or equivalent experience.

• 8+ years of relevant experience, preferably in asset management, wealth management, or related financial services organizations.

• Strong understanding of asset management distribution, with experience supporting Institutional and/or Intermediary client coverage teams.

• Experience in Product Ownership, Product Management, CRM, Sales Enablement, Business Analysis, or another business-facing distribution role.

• Demonstrated success translating business needs into delivered technology capabilities and measurable outcomes.

• Strong stakeholder leadership, communication, facilitation, and problem-solving skills, with the ability to bring structure to ambiguity and drive decisions.

• Experience leading process improvement, user adoption, or organizational change initiatives.

Preferred Qualifications

• Salesforce experience, including familiarity with configuration, reporting, automation, and governance sufficient to assess tradeoffs and partner with administrators and developers.

• Experience with CRM, client coverage, sales enablement, analytics, data governance, or commercial effectiveness platforms.

• Experience evaluating, piloting, implementing, or driving adoption of AI-enabled business solutions.

• Relevant Salesforce, Product Owner, Product Management, CFA, CIMA, or related certifications are a plus.

Location: New York City; hybrid with a minimum of three days per week in office.

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

The salary range for this role is $140,000-$180,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company’s sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.