Product Owner CRMOutlook Integration

Role: Product Owner CRM Outlook Integration
Location: Fort mill, SC or New York, NY (Onsite)
Duration : Long-term contract
Job Summary:
The Product Owner (PO) for CRM Outlook Integration will own the end-to-end product strategy, roadmap, and delivery of bi-directional integration between in-house CRM platform and Microsoft Outlook. This role is responsible for enabling seamless synchronization of emails, calendar events, contacts, and tasks to enhance advisor productivity, client engagement, and data integrity.
The PO will bring a strong understanding of financial advisor workflows, CRM-driven relationship management, and Microsoft 365 integration patterns. They will collaborate closely with engineering, UX, data teams, and business stakeholders to deliver a scalable, secure, and intuitive experience embedded within the advisor s daily workflow.

Required Skills & Experience
5 10 years of experience as a Product Owner or Product Manager in enterprise or financial technology environments.
Strong understanding of wealth management and financial advisor workflows, particularly CRM usage.
Experience with Microsoft Outlook, Exchange, Microsoft 365, and Microsoft Graph APIs.
Proven experience delivering integration products, including email/calendar sync and system interoperability.
Strong knowledge of data synchronization, APIs, event-driven systems, and identity resolution.
Excellent stakeholder management, communication, and analytical skills.
Preferred Qualifications
Experience building Outlook add-ins or embedded CRM experiences within Microsoft 365.
Familiarity with bi-directional integration patterns, including conflict resolution and near real-time sync.
Background in wealth management, broker-dealer platforms, or advisor technology ecosystems.
Experience working with in-house or highly customized CRM platforms.
Certifications such as CSPO, PSPO, or equivalent Agile credentials.
Success Metrics
Increased advisor adoption of CRM-integrated Outlook workflows
Reduction in manual data entry and improved data accuracy
Reliable and near real-time synchronization between systems
Improved client engagement tracking and activity capture
High user satisfaction and streamlined advisor experience