Jefferies Financial Group
Sr Product Manager, CRM
Jefferies Financial Group, New York, NY
Job Description
Position Overview:
As a Product Manager on the CRM & Analytics team you will work closely with the Product Management leadership in driving the strategy and evolution of the CRM & Analytics roadmap to provide client insights and deliver 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. You will also be responsible for supporting the core product (e.g., production support (level 4), small improvements and vendor upgrades
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:
Requirements:
The ideal candidate would have a BA/BS degree from an accredited university. Previous product management experience within financial services is required.
The candidate should have the following qualifications:
Primary Location Full Time Salary Range $150,000-$160,000
The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave.
About Us
Jefferies Financial Group Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse.
Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.
Position Overview:
As a Product Manager on the CRM & Analytics team you will work closely with the Product Management leadership in driving the strategy and evolution of the CRM & Analytics roadmap to provide client insights and deliver 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. You will also be responsible for supporting the core product (e.g., production support (level 4), small improvements and vendor upgrades
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 Product Management leadership to define, communicate, and create buy-in for the product vision.
- Develop product roadmap to deliver value to end users while driving business outcomes.
- Partner with business, stakeholders, and users to articulate objectives and requirements that enhance productivity, improve efficiency, and drive revenue.
- 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.
- 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 business processes and design.
- 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.
- Drive product launch and marketing activities with key stakeholders and track usage and adoption; Act as a product evangelist to build awareness and understanding.
- Develop strong cross-functional partnerships across the company (Data Analytics, Data Science, Technology, Engineering and Finance) and advance the mission of intelligent experiences.
- Stay current on product developments and industry best practices within your respective domain
Requirements:
The ideal candidate would have a BA/BS degree from an accredited university. Previous product management experience within financial services is required.
The candidate should have the following qualifications:
- 5 to 7 years' experience with 5+ years of prior 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
- CRM experience, 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
- Data/Analytical skills and business intelligence experience
- Business analysis and/or project management experience
- Extensive knowledge of the UX process and experience collaborating with UX tea
Primary Location Full Time Salary Range $150,000-$160,000
The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave.
About Us
Jefferies Financial Group Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse.
Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.