What are the responsibilities and job description for the Vice President, Product Manager - Wealth CRM position at HarbourVest Partners?
Job Description Summary
For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
In our collegial environment that’s marked by low turnover and high energy, you’ll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.
We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.
HarbourVest is an equal opportunity employer.
This position will be a hybrid work arrangement, which translates to 2-3 days minimum per week in the office.
HarbourVest is seeking a VP, Product Manager – Wealth CRM to lead a strategic technology initiative focused on optimizing the Wealth channel and client experience through the deployment and optimization of a strategic CRM solution set. This role will be primarily focused on designing, building, and implementing Salesforce as the primary CRM capability, and potentially other tools as required.
This individual will be focused on leading the evolution and scaling of the firm’s Wealth business and applicable products by articulating the vision, business capabilities, and driving the right process model and CRM solutions that optimize user workflows, enhance the client experience, and improve operational efficiency. This role is will be accountable for incorporating the feedback and needs of stakeholders across our Wealth and Institutional business.
The candidate understands investor needs in the Wealth change, has extensive CRM and Salesforce experience, and has a command of the various touchpoints across the private wealth client and sales lifecycle. This person is passionate about building technology-enabled solutions that provide value to clients and business partners.
The role will report into the MD, Head of Enterprise Continuous Improvement.
The ideal candidate is someone who is:
For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
In our collegial environment that’s marked by low turnover and high energy, you’ll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.
We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.
HarbourVest is an equal opportunity employer.
This position will be a hybrid work arrangement, which translates to 2-3 days minimum per week in the office.
HarbourVest is seeking a VP, Product Manager – Wealth CRM to lead a strategic technology initiative focused on optimizing the Wealth channel and client experience through the deployment and optimization of a strategic CRM solution set. This role will be primarily focused on designing, building, and implementing Salesforce as the primary CRM capability, and potentially other tools as required.
This individual will be focused on leading the evolution and scaling of the firm’s Wealth business and applicable products by articulating the vision, business capabilities, and driving the right process model and CRM solutions that optimize user workflows, enhance the client experience, and improve operational efficiency. This role is will be accountable for incorporating the feedback and needs of stakeholders across our Wealth and Institutional business.
The candidate understands investor needs in the Wealth change, has extensive CRM and Salesforce experience, and has a command of the various touchpoints across the private wealth client and sales lifecycle. This person is passionate about building technology-enabled solutions that provide value to clients and business partners.
The role will report into the MD, Head of Enterprise Continuous Improvement.
The ideal candidate is someone who is:
- Experienced in the design, implementation, and delivery of technology products including leading the design, build, and implementation of Salesforce; particularly in a Wealth management business
- Strong background in wealth management with an understanding of advisory, portfolio management, client onboarding, regulatory requirements and operational workflows
- Experience effectively implementing and managing change across business units
- Demonstrated ability to lead independently, confidently and effectively working across partners o design, build, implement solutions both during the build phase and in ongoing optimization of the CRM products
- Build and provide business product management and ownership for Salesforce technology and capability roadmap to support scaling the Wealth business
- Partner with Head of Wealth, Wealth Leadership Team, IT, and other Leaders to align on Product vision and strategy, priorities, capabilities, and direction for the Salesforce Platform while focusing on daily execution
- Effectively communicate and socialize Wealth strategy and product updates to Business and IT partners
- Drive business value creation to inform product and technology roadmap prioritization
- Build and lead the product backlog, ensuring developmental efforts align with business needs and technical feasibility
- Support and influence user adoption and understanding, such as through training and demos
- What you bring:
- Salesforce Administrator or Advanced Administrator desired
- Excellent written and verbal communication and collaboration skills with experience influencing leadership
- Strong analytical and decision-making skills
- Experience with agile methodology
- Proven track record to understand sophisticated process and technical requirements and ability to translate into a capability roadmap
- Expertise with Salesforce and Client data models and data sets
- Bachelor of Science or equivalent experience required
- Master of Business Administration (MBA) preferred
- 10-15 years of delivering business outcomes in product management/ownership, technology, business analysis, private equity, wealth and/or consulting
