Senior Product Manager, CRM & Sales Enablement (New York)

At Guardian, we are transforming the advisor experience through an integrated technology ecosystem designed to drive productivity, growth, and deeper client relationships. We are seeking a Senior Product Manager to lead our Client Relationship Management (CRM) and Sales Enablement platforms, partnering closely with field teams, business leaders, and technology partners.This role will define and execute a product strategy that supports an entrepreneurial agency model while delivering consistent, scalable, and intuitive platforms that enhance advisor effectiveness across pre-sales activities and client engagement.You willDefine and drive the roadmap for CRM and sales enablement platforms aligned to Guardian’s integrated ecosystemManage and coach a team of Product Owners, providing mentorship and performance feedbackBuild a high-performing product team through coaching in agile practices and stakeholder engagementEngage directly with advisors and agency leaders to understand workflows and needsTranslate field insights into scalable, user-centric platform capabilitiesBalance flexibility required by entrepreneurial agencies with enterprise consistencyLead development of CRM and sales enablement capabilities across advisor workflowsEnsure integration across Guardian’s advisor technology ecosystemDrive prioritization of AI-enabled capabilities within platform strategyPartner with cross-functional teams to deliver product outcomesManage dependencies, risks, and vendor relationships (e.g., Salesforce, Seismic)Define and track OKRs tied to advisor productivity and adoptionYou have10+ years of experience in product management for CRM or sales enablementExperience managing and developing Product OwnersField-facing experience supporting advisors or sales teamsExperience supporting entrepreneurial or independent agency environmentsStrong understanding of AI concepts and product strategy integrationProven ability to work across business and technology stakeholdersPreferred ExperienceExperience with CRM or sales enablement platforms, preferably Salesforce or SeismicFinancial services, wealth management, or insurance experienceExperience with integrated advisor technology ecosystemsRequired Skills & CompetenciesPeople Leadership & CoachingCRM & Sales Enablement StrategyAI & Intelligent AutomationProduct Roadmap DevelopmentStakeholder Engagement & InfluenceField Engagement & User-Centered DesignChange Management & AdoptionContinuous ImprovementSalary Range:$152,290.00 - $250,195.00The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.Our PromiseAt Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.Inspire Well-BeingAs part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.Equal Employment OpportunityGuardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.AccommodationsGuardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on apply.placed-app.com. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.Visa SponsorshipGuardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.Notice Regarding Guardian’s Use of Artificial Intelligence in RecruitmentAs part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools) to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website (Careers at Guardian at ). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to View email address on apply.placed-app.com, making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via View email address on apply.placed-app.com, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here. Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.SummaryLocation: New York; Bethlehem; HolmdelType: Full time