W.R. Rosato & associates, llc CONTACT US

CRM Product Manager

Position Overview:
As a Product Manager on the CRM & Analytics team you will be responsible for driving the evolution and delivery of the CRM & Analytics mandates to provide client insights and deliver business value. You will liaise between the business and implementation teams to define and enhance the platform working in a collaborative, energetic and fast-paced environment.

Product Managers work with all business groups in the firm (Equities, Fixed Income, Investment Banking, Research and Corporate) on a myriad of projects and enhancement requests. The ideal candidate will have experience in business, technology, data, and analytics, as well as demonstrated success in building relationships with client-facing business stakeholders and users. Responsibilities include:
• Partner with business, stakeholders, and users to articulate objectives and requirements that enhance productivity, improve efficiency, and drive revenue
• Define, communicate, create buy-in and deliver completed products and projects
• Develop and prioritize product back-log
• Ensure user stories and solutions meet business objectives
• Oversee execution of projects across all phases and ensure appropriate collaboration across all stakeholders for successful execution
• Stay current on product developments and industry best practices within your respective domain
• Work closely across teams to solve day-to-day issues, test new features and fixes before released, and ensure appropriate training
• Challenge status quo – rationalize, unify, and simplify business processes and design
• Manage vendor relationships and keep current on new and existing products and features

The ideal candidate would have a BA/BS degree from an accredited university. Previous product management experience within investment banking or capital markets is required.


• A delivery focused Product Manager /Project Manager that has exceptional relationship management skills to front office Stakeholders.
• Own delivery of cross business data intense projects and partner with Data Analytics
• Excellent communication skills, both oral and written
• Ability to lead through influence and drive results
• Thinks big picture and understands the potential risk/impact of decisions we make
• Strong CRM, knowledge of Salesforce and/or Tier 1 CRM
• Must have exceptional time management skills
• Ability to convey project requirements to developers with attention to detail
• Define objectives and create roadmaps/timelines to meet tight deadlines
• Stay on top of tasks and responsibilities; works well with minimal supervision; responds in a timely manner
• Manage the product lifecycle from planning to completion including user demos
• Experience operating in an Agile environment
• Experience with organizing a product backlog, planning sprints and writing detailed user stories
• Data/Analytical skills and business intelligence experience
• Business analysis and/or project management experience
• Basic understanding of the UX process and experience collaborating with UX teams

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