Director, IT Product Management, Client Management and Sales Enablement
Listed on 2026-05-26
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IT/Tech
Data Security, Data Analyst, IT Project Manager, Business Systems/ Tech Analyst
This is an opportunity to lead delivery for Client Management and Sales Enablement products at a leading asset manager. As Product Delivery Director, you’ll manage a cross-functional team to drive strategic initiatives, platform enhancements, and operational excellence across client reporting, onboarding, servicing, and sales enablement (Client 360, CRM, content enablement). You’ll partner with stakeholders to deliver measurable business outcomes, advance modernization, and champion responsible AI solutions.
This role is pivotal in shaping client experience and sales effectiveness, contributing directly to our mission of empowering clients and teams.
- Own product delivery across Client Management applications (client reporting, onboarding, servicing) and Sales Enablement platforms (Client 360, CRM, content enablement).
- Lead and develop a high-performing team of engineers, analysts, and QA across agile squads; set goals, coach, and drive accountability.
- Partner with Product, Sales, Client Service, Marketing, Operations, and Compliance to shape roadmaps, prioritize backlogs, and translate business needs into actionable epics and user stories.
- Deliver strategic initiatives and platform modernization: scalability, performance, security, and data quality improvements.
- Oversee KLO, incident management, and SRE practices (SLAs/SLOs, reliability, change management) to ensure production stability.
- Establish delivery rigor: OKRs, KPIs, release cadences, dependency management, and cross-team governance.
- Drive the book of work for Sales Enablement, including Client 360 capabilities, data integration, and workflow automation.
- Advance AI-enabled solutions (intelligent client reporting, content personalization, insights/recommendations) with responsible AI governance.
- Manage vendor/partner relationships and contracts (Salesforce, Seismic, CRM tools), ensuring value realization and roadmap alignment.
- Align data strategy with enterprise architecture: master data, metadata, lineage, and quality controls across client, product, and interaction data.
- Champion security, privacy, and regulatory compliance (data protection, client communications standards) in design and delivery.
- Own budgets, forecasts, and resource planning; optimize capacity across strategic work, enhancements, and KLO.
- Communicate status and risk transparently to senior leadership; drive mitigation plans and decision escalations.
- 10+ years in product delivery/program management or technology leadership in financial services; investment management experience strongly preferred.
- Proven leadership managing cross-functional engineering/analysis teams delivering complex, data-rich products at scale.
- Demonstrated success with agile delivery (Scrum/Kanban), Dev Ops/SRE practices, and CI/CD.
- Experience delivering client reporting/onboarding/servicing platforms and sales enablement solutions.
- Strong stakeholder management and executive communication; ability to align priorities and drive outcomes.
- Solid understanding of data integration, APIs, and event-driven architectures; familiarity with data governance and controls.
- Track record of operational excellence: SLAs, incident/problem management, change/release management.
- Experience with Salesforce (Sales/Service Cloud), Seismic (content enablement), and CRM ecosystems.
- Knowledge of customer data platforms, MDM, and Client 360 architectures.
- Background in AI/ML product delivery: NLP for content/search, personalization, predictive analytics.
- Familiarity with cloud platforms (AWS/Azure/GCP), containerization, and modern data stacks
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.
Boston, Massachusetts
Working ArrangementHybrid
Salary range is expected to be between$ USD - $ USD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and…
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