Product Manager, CRM

Your role

Do you have a passion for excellence and success? Do you thrive on working with high profile corporations? Can you play a key role defining and driving business strategy and organizational change initiatives in the earliest stages? Do you have the ability to ensure projects are aligned with strategies & prioritized appropriately? Do you enjoy the fast-paced action of implementing new business initiatives and driving the digital transformation of a 150+ year old organization?

We're looking for someone with these qualities who can:

• Execute against a CRM Microsoft Dynamics 365 product strategy in partnership with business and leadership and create buy-in for the vision with all key stakeholders
• Translate the strategic roadmap into delivery schedule with tangible requirements and clear success criteria
• Collaborate cross-functionally to help identify and mitigate risks to the delivery schedule, and quickly adapt approaches based on changing program needs where applicable
• Drive the prioritization and execution of product features and key initiatives within the CRM and broader Service Enablement portfolio
• Formulate and be accountable for objectives and key results (OKRs) for CRM, aligned to business goals and designed to drive user outcomes
• Lead teams and influence partners in an innovative and rapidly evolving agile organizational structure
• Manage key vendor relationships and stay on top of industry trends and developments to drive a leading CRM offering for support teams, and home office personnel

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Your team

As part of the CRM Crew, you’ll be working in the Microsoft Dynamics D365 Service Pod at our Wealth Management headquarters in Weehawken, NJ. Our main objective is to provide support and home office teams with the digital tools they need to strategically service their clients and grow our business.

You will be a member of the team and lead a group of subject matter experts responsible for delivering a highly competitive CRM platform for US Wealth Management users. You and your team will be responsible for driving the delivery, awareness, and adoption of the CRM platform, and be highly engaged with the users to collect feedback to prioritize for future enhancements. You will partner with various members of the organization to drive the planning, development, rollout, communications, training, and all other factors critical to the success of the CRM platform.

Your expertise

You have:
• Proven experience as a project manager and/or other applicable leadership positions
• Minimum 3 years’ experience working with CRM systems (experience with Microsoft Dynamics 365 is a plus)
• Minimum of 5 years financial services industry experience
• Excellent knowledge of the US wealth management competitive landscape
• Strong verbal, written communication and presentation skills to all levels of the organization
• Experience directly leading and developing a strong team of experienced professionals
• Strong problem-solving skills with a tendency to roll up your sleeves to deliver the best outcome in any situation
• Excellent leadership and organizational skills
• Proven ability to develop product strategies and effectively communicate recommendations to executive management

You are:
• A team-player, enthusiastic and positive, polished, poised and professional
• Highly adept with technology and are comfortable learning, using and teaching technical concepts
• Self-motivated and able to work with a high degree of autonomy with setting priorities and managing deadlines
• Curious and always interested to learn more about new digital capabilities being delivered within and beyond the financial services industry
• Adaptive and cool under pressure when the going gets tough
• A collaborative partner and respected manager who knows how to get things done

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.