IT Product Manager - CRM - Investment Bank

- Review and analyze the current-state of IPB advisor workflows across the advisor lifecycle: CRM, Onboarding, Wealth Planning/Advice, Trade Execution, and Portfolio Analytics & Reporting.

- Develop future-state along with quick-wins to improve incrementally as we drive the strategic state. Work with advisors and key stakeholders in the region to prioritize opportunities.

- Lead the idea-generation process: ideas, concepts, designs and roadmap for how to bring the designs to life - on-screen- for our advisors to improve their experience.

- Continue to drive change throughout the organization in partnership with digital/design, technology and our stakeholders by building a detailed roadmap to transform advisor platform, workflows and applications.

- Participate in our IPB Advisory Council-The monthly forum for senior advisors to engage and partner on our strategy, roadmap, priorities and projects. This group of advisors will be looking for your leadership to realize the transformation agenda.

- 3+ years of experience in financial services, preferably with experience in wealth management, asset management, digital banking, or a closely related business.