Asset & Wealth Management-Associate-Product Management

1-3 years of experience in product management, sales operations, business analytics, or a related field
Understanding of sales processes, CRM systems (e.g., Salesforce, HubSpot), and sales enablement tools
Strong analytical skills with experience working with data (e.g., dashboards, SQL, or BI tools like Tableau or Looker)
Excellent communication and stakeholder management skills
Ability to collaborate cross-functionally and manage multiple priorities in a fast-paced environment
Familiarity with automation tools, integrations, or workflow automation
Experience in agile product management methodologies
Passion for leveraging technology to drive sales team success

Sales Enablement Tools Management: Support the development and optimization of our platforms (e.g., Salesforce, lead management, sales intelligence, and engagement tools)
Data & Analytics: Work with various stakeholders and platforms to ensure data integrity, reporting accuracy, and actionable insights
Process & Workflow Optimization: Identify inefficiencies in sales workflows and work cross-functionally to implement improvements that enhance productivity
Stakeholder Collaboration: Gather and prioritize requirements from sales, leadership, and other go-to-market teams to enhance tool functionality and usability
Product Execution: Assist in defining and executing the roadmap for sales enablement tools, balancing innovation with regulatory/compliance requirements
User Training & Support: Support questions on data or sales processes, create documentation and support change management efforts
Market & Tool Research: Stay informed on industry trends and emerging technologies to recommend enhancements to our sales tech stack

No preferred qualifications provided.