Technical Product Manager

Our client, a Boston-based Investment Manager with more than 80bb in aum, is seeking a Client Systems Manager. In this role you will lead a software engineering team responsible for the platforms that power Global Client Relations, Digital Marketing, Investment Analysis and Shareholder Services functions.

Success in this role would be defined by partnering with Marketing, Product Distribution, Performance Analytics and other key stakeholders, to deliver and evolve client-facing systems-including CRM, client engagement tools, sales enablement platforms, and client/fund performance systems-to drive increased distribution reach and sales team productivity.

Stakeholder Engagement

• Serve as the primary technology liaison for sales, marketing, client relations, and performance analytics teams, managing expectations and aligning delivery priorities
• Represent Client Systems in cross-functional working groups and technology leadership forums
• Provide regular project status and roadmap updates to senior leadership

Team Leadership

• Manage and develop a team of software engineers and technical staff implementing and supporting client and distribution focused and fund/client performance focused technology systems
• Build collaborative partnerships with peer engineering managers across the Software Engineering & Platform Architecture group
• Work closely with the Technology Transformation team to generate meaningful technology innovations and upgrades in support of the product distribution and marketing effort
• Conduct performance reviews, set goals, and provide ongoing coaching and career development

Application Ownership & Delivery

• Own the strategy, roadmap, and day-to-day delivery for client technology systems, including Salesforce CRM, Seismic, and other internally developed applications
• Lead initiatives to enhance CRM capabilities, including integration of generative AI features
• Manage the .com platform and client portal in partnership with Marketing and Distribution teams
• Using generative AI tools and techniques oversee lead generation technology and workflows
• Manage the day-to-day delivery for Performance Analytics and Shareholder Services platforms
• Provide technical guidance to the team on design, architecture, and implementation decisions
• Lead response to critical production issues, coordinating triage, resolution, and post-incident follow-up across stakeholders

Vendor & Risk Management

• Manage vendor relationships, including contract oversight, due diligence and security questionnaires
• Ensure systems meet regulatory and compliance requirements, partnering with Security and Risk teams as needed

Platform Modernization

• Drive adoption of evolving software engineering practices within the Client Systems team
• Collaborate with Platform, Architecture, and Trading/Operations teams to align shared infrastructure and standards

Qualifications

• 10+ years of experience in technology, with at least 3 years managing engineering or IT teams
• Experience developing/managing large scale applications and platforms.
• Financial services, investment management industry, and wealth management/intermediary background strongly preferred
• Experience managing enterprise CRM platforms (Salesforce preferred), client-facing SaaS ecosystems, CMS platforms, and Marketing Automation tools
• Actively engaged with market-leaders in the investment management industry to understand best-in-class client data-infrastructure and distribution and marketing platforms
• Experience with, or exposure to, Performance Measurement and Investment Analysis concepts and systems
• Strong stakeholder management skills; comfortable engaging with senior business and technology leaders, able to translate business requirements into technical specifications
• Familiarity with software delivery practices, vendor risk management, and regulatory compliance requirements