Investments CRM Product Owner

Job Description

At abrdn, enabling our clients to be better investors drives everything we do. By combining expertise, insight, and innovative technology, we deliver solutions that empower our clients to achieve their goals. Beyond financial outcomes, we invest responsibly to build a better world.

About the Department

The CRM Team sits within the Client Group Function and plays a key role in delivering the technology tools and analytics solutions needed to manage client data, maximize sales opportunities, and optimize business processes. With Salesforce at its core, the team supports functions across abrdn, including Marketing, Finance, and Client Service, enabling campaign management, performance reporting, onboarding, and risk management.

About the Role

As a CRM Product Owner, you will lead the ‘Investment CRM’ squad to develop and evolve abrdn’s Salesforce platform. Working closely with customers, stakeholders, and the Head of CRM and Client Data, you will ensure the platform meets the needs of the Client Group and wider business objectives. This role offers an exciting opportunity to shape CRM strategy, manage a team of Business Analysts, and drive impactful change across abrdn Investments.

Key Responsibilities

• Develop and deliver a CRM strategy for abrdn Investments, focusing on people, processes, data, and technology.

• Manage a team of Business Analysts within the ‘Investment CRM’ squad.

• Partner with key stakeholders to define and prioritize enhancements and new features aligned with business objectives.

• Develop and communicate a clear and compelling vision for the CRM platform, ensuring alignment with Client Tribe objectives.

• Own the squad’s backlog, balancing new features, evolving BAU offerings, and system governance.

• Define and approve user stories, acceptance criteria, and deliverables in collaboration with stakeholders, customers, and the squad.

• Oversee the CRM delivery lifecycle, including user story creation, configuration development, UAT, and release management.

• Regularly engage stakeholders, providing updates on product progress and gathering feedback.

• Monitor squad progress, addressing obstacles and dependencies to ensure alignment with the product vision.

• Contribute to the Annual and Quarterly Business Review cycle, providing insights into product team performance and roadmaps.

About the Candidate

The ideal candidate will possess the following:

Required Skills and Experience

• Proven experience leading business change and delivering successful projects.

• Line management.

• Strong stakeholder management skills, including experience at senior management level.

• Previous CRM experience, ideally with Salesforce.

• Background in asset management with an understanding of wholesale and institutional client requirements.

We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process.

Our benefits

There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.

When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits here.

Our business

Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do here.

An inclusive way of working

Whatever way you like to work, if you have the talent and commitment to join our team, we’d like to hear from you.

At abrdn we’ve adopted a ‘blended working’ approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business.

An inclusive culture, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements – for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability – please let us know and we’ll be happy to help.

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment.  We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance.  We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.

If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.