CRM Product Manager

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.  We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

The Janney Information Technology department has been a major contributor toward Janney productivity with successive years of record enterprise growth. The culture focuses on valuing individual contributions toward team accomplishments where employees have much say in their job. Janney IT has been recognized within the financial services industry including: a CIO 100 Honoree, Enterprise Mobility excellence within financial services, Computerworld Premier 100 IT Leader, WealthManagement.com in the category of Technology for Broker-dealers with less than 1000 Advisors, and most importantly - awarded 10 of the last 11 years by either InformationWeek or Computerworld as one of the 100 Best Places to Work in IT. Computerworld ranked Janney #17 of 27 Midsize organizations recognized in the 100 Best Places to Work in IT for 2024.

As CRM product manager, this individual will oversee the Salesforce.com implementation for Janney's financial advisors and their teams designing the front end with Salesforce, maintaining the system, providing enhancements as needed and own the platform for the firm.

What you are good at:

• Process Evaluation: Able to break down complex process into its component steps and identify dependencies.  
• Driving Change: Able to identify areas for enhancement and improvement and gaining organizational buy-in to implement those changes. 
• Relationship Management: Connecting with others in a way that fosters trust and creates collaborative relationships. 

Responsibilities:

• Define the vision and strategy for customer relationship management (CRM) at Janney.
• Develop deep relationships with key stakeholder groups across the firm.
• Engage stakeholders regularly to understand objectives and pain points and where CRM can help.
• Stay abreast of industry trends with respect to advisor tools.
• Prioritize and convert demand into a feature roadmap comprising regular releases of core functionality.
• Create comprehensive business requirements with input from key stakeholders.
• Oversee day-to-day project execution with sharp focus on risks, issues, and dependencies.
• Provide feedback on sprint-level demos to ensure product meets user requirements.
• Lead user acceptance testing and actively monitors quality assurance testing.
• Drive communication and training plan to ensure a successful deployment.
• Hold ongoing stakeholder forums to evolve the platform in line with the most critical business demands.

• Success will be an on-time and high-quality CRM implementation and a satisfied user base as confirmed by field survey scores.

What you have:

• Bachelor’s Degree: Master’s Degree preferred but not required.
• 5-7 years of experience, with extensive product manager experience in financial services.
• Track record of successful CRM implementations, preferably Salesforce.com.
• Deep knowledge of wealth management and the needs of FAs and their teams.
• Skilled relationship builder with demonstrated ability to make connections across the organization.
• Strong strategist and communicator who can define and communicate a product vision
• Structured project lead with skill in comprehensive project planning and risk and issue management.

• History of on-time and high-quality CRM implementations and enhancements.
• Generated field survey scores that demonstrate satisfied user base both at roll out and through enhancements to systems.
• Ability to work hybrid in our Philadelphia headquarters.

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Attracting, hiring, and retaining diverse talent is a priority for the firm. We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds.

Janney is dedicated to promoting and supporting diversity within our workplace.  We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.