DescriptionThe CRM & Analytics team is a highly strategic and cross-functional team responsible for leading the firm’s global digitalization effort. This initiative, spanning all client-facing business units and corporate functions, will drive innovation and strategic change through technology, data science, and deep analytics.
The team partners with key business leaders and industry experts to build transformational technology to drive revenue, maximize efficiency, and optimize the allocation of resources. The CRM & Analytics team is at the forefront of Jefferies’ cloud initiative, leveraging best-in-class cloud-based technologies to replace legacy on-premises solutions to provide intelligent trend insights, actionable opportunities, decision support, and transparency into all client and business-related activities.
Position Overview:
As a Product Manager on the IB technology team you will work closely with the Product Management leadership in driving the strategy and evolution of the technology roadmap to provide an exceptional digital experience, client insights with a focus on delivering business value. You will liaise between the business and implementation teams to define and enhance the platform working in a collaborative, energetic and fast-paced environment.
The Product Manager will primarily focus on the investment banking business though there may be interdependencies with other business groups in the firm (Equities, Fixed Income, and Corporate) on a myriad of projects and enhancement requests. As part of the team, you will focus on multi-channel experience, data analytics, BI and Gen AI to drive our digital strategy.
The ideal candidate will have experience in Investment Banking, Global Markets, Technology, and Data, as well as demonstrated success in building relationships with client-facing business stakeholders and users.
Responsibilities include:
- Collaborate with the Digital Strategy & Product Management leadership team to define, communicate, and create buy-in for the product vision.
- Develop and execute a comprehensive product strategy aligned with the company’s overall business objectives, which deliver value to end users while driving business outcomes.
- Stay current on product developments and industry best practices within your respective domain; conduct market analysis and identify opportunities for product innovation.
- Partner with business, stakeholders, and users to articulate objectives and requirements that enhance productivity, improve efficiency, and drive revenue.
- Lead analysis and help define new business processes that span multiple areas of the organization and provide solutions for improvements; challenge status quo – rationalize, unify and simplify processes and design
- Utilize data analytics to measure product performance, identify trends, and inform product decisions
- Manage and prioritize product back-log based on priorities set by business stakeholders.
- Define and document requirements, user stories, use cases and ensure solutions meet overall business objectives.
- Work closely with UX Designers with the UX strategy, including industry trends, best practices and standards, feasibility, innovation and ideation, Practice and be an advocate for user-centered & data-validated product design.
- Oversee execution of projects across all phases and ensure appropriate collaboration across all stakeholders for successful execution with an eye to delivering business results.
- Work closely across teams to solve day-to-day issues, test new features and fixes before released, and ensure appropriate training is available.
- Drive product launch and marketing activities with key stakeholders and track usage and adoption; Act as a product evangelist to build awareness and understanding.
- Monitor key product metrics and KPIs to track progress and identify areas of improvement
- Develop strong cross-functional partnerships across the company (Data Analytics, Data Science, Technology, Engineering and Finance) and advance the mission of intelligent experiences.
- Explore opportunities to leverage Gen AI tools; through business engagements and partnership with data science team
Requirements:
- 3 – 5 years’ experience in Financial Services
- Excellent communication skills, both oral and written
- Ability to lead through influence and drive results.
- Thinks big picture and understands the potential risk/impact of decisions we make
- Experience with CRM technologies, preferably Salesforce
- Must have exceptional time management skills
- Ability to convey project requirements to developers with attention to detail
- Define objectives and create roadmaps/timelines to meet tight deadlines.
- Stay on top of tasks and responsibilities; works well with minimal supervision; responds in a timely manner
- Manage the product lifecycle from planning to completion including user demos
- Experience and success working with agile teams’ development and design teams to deliver world-class solutions using iterative product development practices
- Experience with organizing a product backlog, planning sprints and writing detailed user stories
Primary Location Full Time Salary Range of $125,000 - $160,000.