At a Glance
- Tasks: Lead the CRM strategy and migration to a new platform, ensuring user satisfaction and business value.
- Company: Join an elite investment manager in Central London with a focus on technology innovation.
- Benefits: Enjoy a competitive salary, high bonus, 25 days holiday, gym membership, and pension.
- Other info: Hybrid working model with excellent career growth opportunities in a dynamic environment.
- Why this job: Make a real impact in a critical role that bridges technology and business needs.
- Qualifications: Must have hands-on experience with Salesforce or Microsoft Dynamics 365 CRM.
The predicted salary is between 56059 - 68517 £ per year.
Description Product Manager (CRM)-TOP INVESTMENT MANAGER Perm role Hybrid working in Central London (3 days in the office and 2 days from home) In Partnership with Robert Half Ltd This is a chance for you to join an Elite Level Investment Manager who are going through a large Technology Refresh.
We are looking for a Product Manager / Product Owner to take ownership of our CRM strategy, roadmap, and ongoing evolution.
This is a business-critical role where you will act as the bridge between advisers, operations, compliance, technology, and senior stakeholders, ensuring the CRM delivers measurable business value and an outstanding user experience.
You will play a key role in the migration to a new CRM platform, defining requirements, shaping the product vision, driving adoption, and ensuring the platform becomes the central source of truth across the business.
Essential Requirements Candidates must have hands-on ownership and product management experience with either Salesforce or Microsoft Dynamics 365 CRM.
This is a non-negotiable requirement.
We are specifically looking for individuals who have owned, developed, enhanced, or transformed a Salesforce or Dynamics CRM environment and can demonstrate a strong understanding of CRM strategy, data structures, workflows, integrations, user adoption, and continuous improvement.
Key Responsibilities Own the CRM product vision, strategy, and roadmap.
Lead the migration to a new CRM platform, including requirements gathering, data mapping, stakeholder engagement, and delivery.
Translate business requirements into prioritised epics, features, and user stories.
Drive CRM adoption, usability, and continuous improvement across the organisation.
Work closely with development, data, architecture, and delivery teams to deliver enhancements and integrations.
Establish and monitor KPIs around adoption, data quality, operational efficiency, and business value.
Partner with advisers, operations, compliance, and leadership teams to ensure the CRM supports business objectives.
Identify opportunities for automation, workflow optimisation, and improved client experience.
Ideal Background Product Manager, Product Owner, CRM Product Manager, CRM Transformation Lead, or CRM Programme Lead.
Proven experience owning a Salesforce or Microsoft Dynamics 365 CRM platform.
Experience delivering CRM implementations, migrations, or transformation programmes.
Strong understanding of CRM data models, workflows, integrations, reporting, and governance.
Experience working within Financial Services, Wealth Management, Insurance, Fin Tech, or another regulated environment.
Excellent stakeholder management and communication skills.
Please Note Applicants without Salesforce or Microsoft Dynamics 365 CRM experience will not be considered.
Apply now!!!Excellent Benefits on offer High Bonus25 days holidays Pension Gym Flex Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions.
Robert Half is committed to diversity, equity and inclusion.
Suitable candidates with equivalent qualifications and more or less experience can apply.
Rates of pay and salary ranges are dependent upon your experience, qualifications and training.
If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf. com/gb/en/privacy-notice.
Requirements Product Manager, Product Manager Job type Perm Industry Accountancy
Product Manager (CRM)-TOP INVESTMENT MANAGER in London employer: Robert Half
At Robert Half, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. As an IT Project Manager, you'll have the opportunity to lead transformative projects in a highly regulated environment, supported by a team that values professional growth and development. With competitive benefits and a commitment to employee well-being, we ensure that our team members thrive both personally and professionally in their roles.
StudySmarter Expert Advice🤫
We think this is how you could land Product Manager (CRM)-TOP INVESTMENT MANAGER in London
✨Join Product Management Meetups
Get involved in local product management meetups or workshops. These events are perfect for meeting industry folks, sharing ideas, and staying updated on trends. Plus, you never know who might be hiring—it's a fantastic way to make connections that could lead to a job at places like Robert Half!
✨Show Off Your Product Sense
Create case studies or mini-projects showcasing your product management skills, and share them on platforms like Medium or LinkedIn. This not only puts your skills on display but also boosts your visibility in the product community. Imagine how impressed the hiring team at Robert Half would be by your initiative!
✨Utilise Online Communities
Dive into online product management communities like Product Coalition or Mind the Product. Engage in discussions, ask questions, and share your insights. These platforms are goldmines for networking and finding hidden job opportunities—many companies often scout talent from within these circles.
✨Leverage Your University Network
If you’ve recently graduated or are still in uni, tap into your alumni network for connections in product management. Many universities have their own job boards and affinity resources to help graduates land roles. Don't forget to keep an eye out for job openings at Robert Half through your school's career services!
We think you need these skills to ace Product Manager (CRM)-TOP INVESTMENT MANAGER in London
Some tips for your application 🫡
Show Off Your Product Passion:When applying for a product management role like Product Manager (CRM)-TOP INVESTMENT MANAGER, let your passion for developing products shine through in your cover letter. Share specific examples of products you've managed, how you solved user needs, and any successful outcomes you've achieved. This is your chance to showcase your understanding of the product lifecycle!
Highlight Your Cross-Functional Skills:Product management isn't just about understanding the product; it’s about collaborating with different teams! Make sure to emphasise your experience working with developers, designers, and marketers. Use your CV to showcase your ability to bridge gaps between these areas, and include relevant experiences that demonstrate your communication and leadership skills!
Include Your Metrics and Achievements:In a full-time product management application, data speaks volumes! Quantify your achievements wherever possible. Did you increase user retention by a certain percentage? Launch a product ahead of schedule? Include these metrics in your CV to paint a picture of your impact and effectiveness in previous roles.
Tailor Your CV to the Role:Make sure your CV is tailored for the Product Manager (CRM)-TOP INVESTMENT MANAGER position at Robert Half. Use keywords from the job description and ensure your relevant experiences are front and centre. Highlight any certifications or relevant training you’ve completed that will make you stand out as a strong candidate for the role. And remember, we’re excited to see your application on our website!
How to prepare for a job interview at Robert Half
✨Understand the Product Life Cycle
As a product management candidate, we need to get our head around the complete product life cycle. Be prepared to discuss real-world examples of how you’ve managed product development from ideation to launch. Bring specific insights on tools like JIRA or Trello that can help streamline these processes.
✨Showcase Your Cross-Functional Skills
Product management is all about collaboration. We should be ready to highlight how we’ve worked across teams—think marketing, engineering, and design. Prepare to discuss scenarios where you had to mediate differing opinions and how you got everyone on board with a shared vision.
✨Prepare for Case Studies
In a full-time role, we can expect to encounter case study questions during our interviews. Practise solving hypothetical product problems on the spot, such as prioritising features for a new app or improving user engagement metrics. This will show our analytical thinking and decision-making skills.
✨Know Your Metrics
Let’s face it, numbers are our best friends in product management. We should prepare to discuss key performance indicators (KPIs) and how we've used analytics to inform product decisions. Dive into examples where data has driven our strategy for improvements or justified product changes.
