Product Owner – CRM–Outlook Integration

Role : Product Owner – CRM–Outlook Integration

Location : Fort mill, SC or New York, NY (Hybrid)

Type : Long Term Contract

Need candidate to work onsite from Day 1 (Hybrid)

Key Responsibilities

Product Strategy & Vision

• Define and execute the product vision for CRM–Outlook integration, with a focus on bi-directional communication and workflow automation.
• Align product strategy with client’s advisor experience, compliance requirements, and business objectives.
• Identify opportunities to improve advisor productivity through contextual insights and embedded CRM capabilities within Outlook.

Backlog Ownership & Delivery

• Own and manage the product backlog, prioritizing features such as email capture, calendar sync, contact reconciliation, and activity tracking.
• Translate complex business and compliance requirements into well-defined user stories and acceptance criteria.
• Ensure delivery of high-quality, scalable integration features across releases.

Stakeholder Engagement

• Partner with advisors, sales, compliance, operations, and technology teams to gather requirements and validate solutions.
• Act as the primary liaison between business stakeholders and engineering teams.
• Drive alignment on product priorities, trade-offs, and roadmap decisions.

Integration & Data Management

• Define requirements for bi-directional synchronization of emails, meetings, contacts, and tasks between Outlook and CRM.
• Ensure data accuracy, deduplication, identity resolution, and auditability across systems.
• Collaborate with engineering on APIs, event-driven architectures, and Microsoft Graph integrations.

User Experience

• Partner with UX/UI teams to design intuitive workflows embedded within Outlook (e.g., add-ins, side panels, contextual actions).
• Advocate for minimal friction and reduced manual data entry for advisors.

Agile Execution

• Lead sprint planning, backlog refinement, and sprint reviews.
• Ensure timely delivery by managing dependencies, risks, and cross-team coordination.

Compliance & Risk Management

• Ensure solutions align with financial services regulatory requirements (e.g., communication capture, audit trails, data retention).
• Partner with compliance and legal teams throughout the product lifecycle.

Release & Adoption

• Coordinate release planning, documentation, and communication strategies.
• Track adoption metrics and continuously iterate based on user feedback and data insights.

Required Skills & Experience

• 5–10 years of experience as a Product Owner or Product Manager in enterprise or financial technology environments.
• Strong understanding of wealth management and financial advisor workflows, particularly CRM usage.
• Experience with Microsoft Outlook, Exchange, Microsoft 365, and Microsoft Graph APIs.
• Proven experience delivering integration products, including email/calendar sync and system interoperability.
• Strong knowledge of data synchronization, APIs, event-driven systems, and identity resolution.
• Excellent stakeholder management, communication, and analytical skills.

Preferred Qualifications

• Experience building Outlook add-ins or embedded CRM experiences within Microsoft 365.
• Familiarity with bi-directional integration patterns, including conflict resolution and near real-time sync.
• Background in wealth management, broker-dealer platforms, or advisor technology ecosystems.
• Experience working with in-house or highly customized CRM platforms.
• Certifications such as CSPO, PSPO, or equivalent Agile credentials.

Success Metrics

• Increased advisor adoption of CRM-integrated Outlook workflows
• Reduction in manual data entry and improved data accuracy
• Reliable and near real-time synchronization between systems
• Improved client engagement tracking and activity capture
• High user satisfaction and streamlined advisor experience