Product Owner - CRM & Outlook Integration

The Product Owner (PO) for CRM–Outlook Integration will own the end-to-end product strategy, roadmap, and delivery of bi-directional integration between client and in-house CRM platform and Microsoft Outlook. This role is responsible for enabling seamless synchronization of emails, calendar events, contacts, and tasks to enhance advisor productivity, client engagement, and data integrity.The PO will bring a strong understanding of financial advisor workflows, CRM-driven relationship management, and Microsoft 365 integration patterns. They will collaborate closely with engineering, UX, data teams, and business stakeholders to deliver a scalable, secure, and intuitive experience embedded within the advisor’s daily workflow.

Required Skills & Experience

• 5–10 years of experience as a Product Owner or Product Manager in enterprise or financial technology environments.
• Strong understanding of wealth management and financial advisor workflows , particularly CRM usage.
• Experience with Microsoft Outlook, Exchange, Microsoft 365, and Microsoft Graph APIs .
• Proven experience delivering integration products , including email/calendar sync and system interoperability.
• Strong knowledge of data synchronization, APIs, event-driven systems, and identity resolution .
• Excellent stakeholder management, communication, and analytical skills.

Note – VBeyond is fully committed to Diversity and Equal Employment Opportunity.