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This role is located in&nbsp;New York,&nbsp;NY&nbsp;or Pittsburgh, PA.&nbsp;</span></p><p style=\"line-height: normal; margin-bottom: 0in; margin-top: 0in;\">&nbsp;</p><p style=\"line-height: normal; margin-bottom: 0in; margin-top: 0in;\"><span style=\"font-size: 11pt;\">In this role,&nbsp;you’ll&nbsp;make an impact in the following ways:&nbsp;&nbsp;</span></p><ul style=\"list-style-type: disc;\"><li style=\"line-height: normal; margin-bottom: 0in; margin-top: 0in;\"><span style=\"font-size: 11pt;\">Serve as the primary product owner for Wealth’s CRM platform, accountable for defining, prioritizing, and delivering the product roadmap for Salesforce&nbsp;and Microsoft Dynamics&nbsp;environments&nbsp;in alignment with business strategy and user needs.&nbsp;</span></li><li style=\"line-height: normal; margin-bottom: 0in; margin-top: 0in;\"><span style=\"font-size: 11pt;\">Lead cross-functional collaboration across Wealth business, technology, operations, and change stakeholders to translate requirements into scalable CRM capabilities that enhance client management, sales enablement, and overall user experience.&nbsp;</span></li><li style=\"line-height: normal; margin-bottom: 0in; margin-top: 0in;\"><span style=\"font-size: 11pt;\">Oversee the ongoing management, optimization, and governance of the&nbsp;Wealth CRM, including backlog prioritization, release planning, issue resolution, and continuous improvement of platform functionality and adoption.&nbsp;</span></li><li style=\"line-height: normal; margin-bottom: 0in; margin-top: 0in;\"><span style=\"font-size: 11pt;\">Lead a major CRM transformation program, coordinating business requirements, stakeholder alignment, implementation milestones, and change readiness across multiple CRM platforms to support the evolution of Wealth’s client and sales capabilities.&nbsp;</span><br><span style=\"font-size: 11pt;\">&nbsp;</span></li></ul><p style=\"line-height: normal; margin-bottom: 0in; margin-top: 0in;\"><span style=\"font-size: 11pt;\">&nbsp;</span></p><p style=\"line-height: normal; margin-bottom: 0in; margin-top: 0in;\"><span style=\"font-size: 11pt;\">To be successful in this role,&nbsp;we’re&nbsp;seeking the following:&nbsp;&nbsp;</span></p><ul style=\"list-style-type: disc;\"><li style=\"line-height: normal; margin-bottom: 0in; margin-top: 0in;\"><span style=\"font-size: 11pt;\">Bachelor's degree in business or a related discipline, or equivalent work experience&nbsp;required; MBA or other advanced degree&nbsp;preferred&nbsp;</span></li><li style=\"line-height: normal; margin-bottom: 0in; margin-top: 0in;\"><span style=\"font-size: 11pt;\">5-8 years of experience&nbsp;</span></li><li style=\"line-height: normal; margin-bottom: 0in; margin-top: 0in;\"><span style=\"font-size: 11pt;\">Significant experience&nbsp;in product ownership, platform management, or business transformation roles within wealth management, with a strong understanding of advisor/client workflows, sales processes, and CRM-enabled business capabilities.&nbsp;</span></li><li style=\"line-height: normal; margin-bottom: 0in; margin-top: 0in;\"><span style=\"font-size: 11pt;\">Demonstrated experience leading CRM strategy, implementation, or enhancement initiatives, including partnership with business and technology teams to deliver roadmap priorities and enterprise-scale change.&nbsp;</span></li><li style=\"line-height: normal; margin-bottom: 0in; margin-top: 0in;\"><span style=\"font-size: 11pt;\">Experience with Salesforce and/or Microsoft Dynamics preferred, with a strong preference for candidates who have supported CRM modernization or migration programs in a sales enablement or client relationship management environment.&nbsp;</span><br>&nbsp;</li></ul>",
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