CRM Product Manager - Hybrid Philadelphia

Established in 1832, Janney Montgomery Scott LLC is a full-service financial services firm, providing comprehensive financial advice and superior service to individual, corporate, and institutional investors. At Janney, our mission is to be the highest standard of success in financial relationships.

Through our wealth management approach, we focus on the delivery of strategic financial plans
that utilize a variety of financial products and services best suited to help individual investors
and families meet their financial goals. Janney is equally committed to providing our corporate,
municipal and institutional clients objective advice for the successful execution of their unique
business plans. Janney serves clients through a network of professionals in branch offices located
along the East Coast.

Janney Montgomery Scott is now fully owned by KKR, a leading global investment firm. The acquisition by KKR was finalized in the latter half of 2024, and Janney operates as a standalone private company under KKR's ownership while continuing to maintain its independent operations and focus on client-centric services.

The Janney Information Technology department has been a major contributor toward Janney
productivity with successive years of record enterprise growth. The culture focuses on valuing
individual contributions toward team accomplishments where employees have much say in their
job. Janney IT has been recognized within the financial services industry including: a CIO
100 Honoree, Enterprise Mobility excellence within financial services, Computerworld Premier 100 IT Leader, WealthManagement.com in the category of Technology for Broker-dealers with less than 1000 Advisors, and most importantly - awarded seven consecutive years by Computerworld as one of the 100 Best Places to Work in IT. Computerworld has ranked Janney #20 among midsize organizations recognized in the 100 Best Places to Work in IT for 2025.

Summary

As CRM product manager, this individual will oversee the Salesforce.com implementation for Janney's financial advisors and their teams.

Responsibilities

• Defines the vision and strategy for customer relationship management (CRM) at Janney
• Develops deep relationships with key stakeholder groups across the firm
• Engages stakeholders regularly to understand objectives and pain points and where CRM can help
• Stays abreast of industry trends with respect to advisor tools
• Prioritizes and converts demand into a feature roadmap comprising regular releases of core functionality
• Creates comprehensive business requirements with input from key stakeholders
• Oversees day-to-day project execution with sharp focus on risks, issues, and dependencies
• Provides feedback on sprint-level demos to ensure product meets user requirements
• Leads user acceptance testing and actively monitors quality assurance testing
• Drives communication and training plan to ensure a successful deployment
• Holds ongoing stakeholder forums to evolve the platform in line with the most critical business demands

Requirements

• Extensive product manager experience in financial services
• Track record of successful CRM implementations, preferably Salesforce.com
• Deep knowledge of wealth management and the needs of FAs and their teams
• Skilled relationship builder with demonstrated ability to make connections across the organization
• Strong strategist and communicator who can define and communicate a product vision
• Structured project lead with skill in comprehensive project planning and risk and issue management

Success Criteria

• On-time and high-quality CRM implementation Satisfied user base as confirmed by field survey scores