Vice President, Client Service Data Insights & Analytics

Vice President, Client Service Data Insights & Analytics – Commercial Hub team (location: New York, NY or Pittsburgh, PA)

We're seeking a future team member for this role. In this role, you'll make an impact in the following ways:

Responsibilities

• Serve as the primary product owner for Wealth's CRM platform, accountable for defining, prioritizing, and delivering the product roadmap for Salesforce and Microsoft Dynamics environments in alignment with business strategy and user needs.
• Lead cross-functional collaboration across Wealth business, technology, operations, and change stakeholders to translate requirements into scalable CRM capabilities that enhance client management, sales enablement, and overall user experience.
• Oversee the ongoing management, optimization, and governance of the Wealth CRM, including backlog prioritization, release planning, issue resolution, and continuous improvement of platform functionality and adoption.
• Lead a major CRM transformation program, coordinating business requirements, stakeholder alignment, implementation milestones, and change readiness across multiple CRM platforms to support the evolution of Wealth's client and sales capabilities.

Qualifications

• Bachelor's degree in business or a related discipline, or equivalent work experience required; MBA or other advanced degree preferred.
• 5-8 years of experience.
• Significant experience in product ownership, platform management, or business transformation roles within wealth management, with a strong understanding of advisor/client workflows, sales processes, and CRM‑enabled business capabilities.
• Demonstrated experience leading CRM strategy, implementation, or enhancement initiatives, including partnership with business and technology teams to deliver roadmap priorities and enterprise‑scale change.
• Experience with Salesforce and/or Microsoft Dynamics preferred, with a strong preference for candidates who have supported CRM modernization or migration programs in a sales enablement or client relationship management environment.