Product Manager, CRM

UBS is hiring a Product Manager, CRM to execute a Microsoft Dynamics 365 CRM strategy for US Wealth Management and drive delivery, prioritization, and adoption in an agile team.

Responsibilities

• Execute against the Microsoft Dynamics 365 CRM product strategy in partnership with business and leadership
• Create stakeholder buy-in for the CRM vision and roadmap
• Translate the strategic roadmap into a delivery schedule with tangible requirements and clear success criteria
• Collaborate cross-functionally to identify and mitigate risks to the delivery schedule
• Adapt approaches based on changing program needs where applicable
• Drive prioritization and execution of CRM product features and key initiatives within the CRM and broader Service Enablement portfolio
• Formulate and be accountable for OKRs for CRM aligned to business goals and designed to drive user outcomes
• Lead teams and influence partners within an innovative, rapidly evolving agile organizational structure
• Manage key vendor relationships and monitor industry trends to support a leading CRM offering for support teams and home office personnel
• Provide support and home office teams with the digital tools needed to service clients and grow the business
• Lead a group of subject matter experts delivering a highly competitive CRM platform for US Wealth Management users
• Drive CRM delivery, awareness, and adoption; engage with users to collect feedback for future enhancements
• Partner across the organization to lead planning, development, rollout, communications, training, and other critical success factors for the CRM platform

Requirements

• Proven experience as a project manager and/or other applicable leadership positions
• Ideally 3+ years experience working with CRM systems (experience with Microsoft Dynamics 365 is a plus)
• Ideally 5+ years financial services industry experience
• Excellent knowledge of the US wealth management competitive landscape
• Strong verbal, written communication, and presentation skills across all levels of the organization
• Experience directly leading and developing a team of experienced professionals
• Strong problem-solving skills with a practical, hands-on delivery approach
• Excellent leadership and organizational skills
• Proven ability to develop product strategies and communicate recommendations to executive management
• Team-oriented, enthusiastic, positive, polished, poised, and professional
• Strong technology aptitude; comfortable learning, using, and teaching technical concepts
• Self-motivated with a high degree of autonomy in setting priorities and managing deadlines
• Curious and interested in new digital capabilities delivered within and beyond financial services
• Adaptive and able to stay cool under pressure
• Collaborative partner and respected manager who knows how to get things done

Technologies

• Microsoft Dynamics 365

Team

• Work as part of the CRM Crew in the Microsoft Dynamics D365 Service Pod at UBS Wealth Management headquarters in Weehawken, NJ
• Mission: provide support and home office teams with the digital tools needed to strategically service clients and grow the business
• Role includes leading a group of subject matter experts for the CRM platform serving US Wealth Management users
• Responsibilities include driving delivery, awareness, and adoption, plus gathering user feedback to prioritize future enhancements
• Coordinate planning, development, rollout, communications, training, and other key factors for CRM success

About UBS

• Leading global wealth manager and leading universal bank in Switzerland
• Provides diversified asset management solutions and focused investment banking capabilities
• Headquartered in Zurich, Switzerland, present in more than 50 markets

Location

• Weehawken, NJ (onsite)

Salary

• Indicative gross base salary range: USD 90,000 - 120,000 per year
• Expected salary determined by role-required experience, qualifications, education, location, and skill level
• UBS offers competitive benefits (see ubs.com/employee-benefits for details)
• Additional variable compensation or awards may be provided at UBS discretion