Product Manager, CRM

As a Product Manager, you will own several critical features within our Advisor CRM offering, ensuring delivery of customer value and commercial impact through focused execution. This role requires strong product intuition, excellent collaboration skills, and a passion for solving customer problems through thoughtful and scalable solutions.

You will be responsible for managing the product lifecycle from discovery through delivery, driving alignment across teams, and delivering outcomes that reflect both user needs and business goals. You will serve as the go-to expert for your product area and work cross-functionally to ensure your solutions are impactful, feasible, and aligned with a broader product strategy.

Here’s What You’ll Do:

• Deliver Outcomes: Drive measurable impact by defining success metrics and ensuring every release delivers meaningful customer and business value.
• Own the Roadmap: Manage and prioritize the product backlog in partnership with stakeholders and engineering, aligning work with product strategy and customer needs.
• Understand the Customer: Serve as the expert on your product’s functionality and customer use cases, translating insights into actionable product decisions.
• Collaborate to Build: Work closely with engineering, design, sales, client success, and other internal partners to ensure shared understanding and effective delivery.
• Drive Execution: Lead product discovery, iteration planning, and delivery to ensure timely, high-quality results.
• Communicate Clearly: Author clear and concise requirements, user stories, and vision documents that guide development and stakeholder expectations.
• Measure Impact: Analyze product performance and user behavior to validate success, drive improvements, and inform future priorities.
• Promote Best Practices: Contribute to process improvements and advocate for a culture of continuous learning and collaboration within the product team.
• Represent the Product: Actively engage with internal and external stakeholders to gather feedback, advocate for your product, and ensure alignment across the organization.

What You Bring to the Table:

• 4+ years of experience in product management, preferably within financial services or enterprise SaaS.
• Deep understanding of user needs, business strategy, and how to align the two.
• Subject matter expertise in the CRM space is a must, preferably with enterprise platforms (Salesforce, HubSpot) or Wealth Management specific CRM systems.
• Demonstrated success delivering high-impact features from concept to launch.
• Strong analytical skills and experience using data to drive product decisions.
• Ability to translate complex problems into elegant solutions.
• Excellent communication and interpersonal skills; builds trust with cross-functional teams.
• Proficient in Agile methodologies, with hands-on experience managing backlogs and sprint planning.
• Comfortable working autonomously while actively collaborating with partners across the organization.
• Familiarity with financial advisor workflows and enterprise platforms is a plus .

Why You’ll Love Working With Us:

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:

The estimated base salary range for this position is $126,000-$143,000.

Advisor360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. Additionally, Advisor360 leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time, subject to applicable law.

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.