Jefferies · 2 months ago
VP, Investment Banking Technology - Product Manager (CRM)
520 Madison Avenue, New York, NY, 10022, US
Full-time
Onsite
Mid, Senior Level
$170K/yr - $200K/yr
5+ years expJefferies is a leading global investment banking firm, and they are seeking a Product Manager for their Investment Banking Technology team. This role focuses on driving the strategy and evolution of the technology roadmap to enhance digital experiences and client insights, while collaborating with key stakeholders to deliver business value.
BankingFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
BA/BS degree from an accredited university
Previous product management experience within financial services
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
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
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 teams
Company
Jefferies
Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
5001-10000 employees
H1B Sponsorship
Jefferies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (147)
2024 (122)
2023 (83)
2022 (183)
2021 (169)
2020 (60)
Funding
Current Stage
Late StageTotal Funding
unknown2012-11-12Acquired
Leadership Team
Shekhar Asnani
Vice President Investment Banking
Cameron Lester
Managing Director, Global Co-head of Tech Investment Banking
Recent News
2026-01-08
2026-01-07
2026-01-05
Company data provided by crunchbase