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CRM Product Management, Vice President
Morgan Stanley
New York, NY, United States
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Description
Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
Morgan Stanley Wealth Management’s Digital Platforms team partners across the organization to create/refine business requirements / user stories, define functional specifications, and provide project management support to initiatives aimed at transforming client and Financial Advisor experience for the better. The product manager will be responsible for helping to implement an enterprise CRM solution across various sales groups, product business lines, and support functions. They will proactively contribute to changes in processes and procedures with the goal of driving productivity gains.
The CRM product manager should have a passion and leader’s vision for optimizing systems and data. Responsibilities will include leading the Salesforce transformation to empower Morgan Stanley to use Salesforce efficiently and effectively. The Product Manager will be responsible for ensuring that all data is clean, accurate and relevant. The Product Manager must have practical understanding and the skill to perform the normal day-to-day administration of Salesforce, as well as the ability to drive the business processes through the organization.
This position requires hands-on experience in Salesforce.com, stakeholder management, delivery management and team management. In collaboration with functional leaders, this individual will be responsible for identification of the organization’s CRM needs, solution design and deployment.
• Collaborate with functional owners and other IT platform leads to develop
roadmaps for CRM. Roadmap needs to be built on detail understanding of the
business functions, processes and overall business strategies.
• Govern the platform solutions for various business groups.
• Define and document detailed business requirements, and approve
specifications for new functionality. Liaison between Business and IT for
requirements.
• Actively lead and participate in change management lifecycle, including
requirement gathering, implementation, testing, training and support.
• Stay current with emerging CRM and Salesforce.com, App technologies and
solutions.
• Support and improve all Salesforce integrations including marketing
automation, project management and data synchronization
Qualifications and Education Requirements
• Experience using Salesforce or similar CRM Products to develop client or
business solutions
• Proficient in custom objects, validation rules, workflows, reports/dashboards,
assignment rules and formula fields
• Strong ability to represent and document business processes, interaction
flows, data flow processes, use cases, test cases, BRDs, FRDs etc.
• Strong knowledge of solution development methodologies (i.e. Agile, Waterfall,
SDLC)
• Effective in managing multiple parallel work streams and initiatives
• Detailed, organized, and results-oriented
• Ability to work effectively in a fast paced, high energy, team-oriented
environment
• Ability to effectively manage through change
• Ability to work collaborate within all levels of the organization
Preferred Skills
• Experience on a Salesforce implementation through the full Software
Development Lifecycle (SDLC)
• Salesforce Admin Certification preferred (or other demonstration of in-depth
Salesforce knowledge)
• Advanced understanding of MS applications with focus on data analysis
(Excel), process flow (Visio), documentation (Word, OneNote) and
presentations (PowerPoint)