IED Sr Product Manager – Client Intelligence Systems

IED Sr Product Manager – Client Intelligence Systems & Analytics

Role Summary

The Senior Product Manager, CRM & Analytics is accountable for the strategic direction, delivery, and ongoing management of CRM, client engagement and analytics platforms supporting Institutional Equities. The role partners closely with business stakeholders and technology teams to translate strategic objectives into prioritized product roadmaps, ensure disciplined execution, and deliver measurable business outcomes. The role also includes people leadership responsibilities for an offshore team and oversight of data governance, quality, and controls.

Scope & Impact

• Accountable for the strategic ownership and delivery of CRM, client intelligence and analytics platforms supporting Institutional Equities, with direct impact on client engagement, reporting, and data‑driven decision making.
• In conjunction with senior management, shapes product direction, prioritization, and execution, within the context of firm‑wide strategy, governance, and risk frameworks.
• Influences cross‑functional stakeholders across business, technology, data, and operations to align priorities, manage dependencies, and deliver outcomes at scale.
• Responsible for ensuring initiatives deliver measurable business value, with defined success metrics, controls, and transparency to senior management.
• Oversees delivery capacity through direct leadership of offshore team and partnership with technology leads, impacting resourcing, skills development, and execution velocity.
• Plays a key role in strengthening data governance, quality, and control standards across CRM and analytics platforms, contributing to regulatory compliance and operational resilience.

Primary Responsibilities

• Maintain the long‑term product vision and roadmap for CRM and analytics platforms, ensuring alignment with business strategy, priorities, and firm‑wide initiatives.
• Translate business requirements and technology needs into clearly defined, actionable product requirements, user stories, and prioritized backlogs.
• Define and track success metrics, KPIs, and business impact measures to assess the effectiveness and value delivered by CRM and analytics initiatives.
• Lead end‑to‑end product delivery across the full lifecycle, from concept and design through development, testing, and release, ensuring timely and high‑quality execution.
• Partner with data engineering and analytics teams to shape data architecture, metrics strategy, data pipelines, and reporting capabilities that support scalable and reliable analytics.
• Maintain awareness of emerging artificial intelligence and advanced analytics capabilities, and partner with technology and analytics teams to evaluate potential applications that could enhance CRM functionality, analytics, and decision support, consistent with firm strategy, governance, and risk standards.
• Prepare and present data‑driven business cases, status updates, and delivery outcomes to senior management, clearly linking initiatives to strategic objectives and expected benefits.
• Establish and enforce CRM data governance standards, including data quality, integrity, controls, and compliance across platforms and reporting environments.
• Support the development of dashboards, reporting tools, and data‑sharing interfaces to enable consistent analytics, transparency, and informed decision‑making.
• Provide direct people leadership for offshore teams, including goal setting, performance management, coaching, feedback, and professional development in line with Firm policies.
• Partner with offshore technology leaders to align capacity planning, skills development, and team structure with evolving business needs and product priorities.

Qualifications & Experience

• Significant experience in product management, business technology, CRM, analytics, or data platform roles within a large, complex organization.
• Demonstrated ability to translate strategic business objectives into executable technology and analytics solutions.
• Strong experience managing product roadmaps, delivery backlogs, and cross‑functional dependencies.
• Proven track record of working closely with engineering, data, and analytics teams on platform and reporting solutions.
• Experience presenting to and influencing senior stakeholders using data‑driven insights.
• Prior people management experience, including leadership of offshore or distributed teams.
• Strong understanding of data governance, controls, and risk management considerations in enterprise environments.

Core Competencies

• Strategic thinking and execution discipline
• Stakeholder management and communication
• Data‑driven decision making, including informed evaluation of em