Senior Product Owner CRM

Lead CRM transformation across a major financial services enterprise, starting with Advice.

- Lead CRM transformation across a major financial services enterprise, starting with Advice.

- Shape strategy, influence stakeholders, and deliver tech that drives real client impact.

- Work with cutting‑edge platforms and AI‑powered CRM capabilities.

The opportunity to join our team

At Insignia Financial, we’re on a mission to empower Australians to make better financial decisions. Our Advice Technology team is looking for a strategic, delivery‑focused Senior Product Owner to lead the evolution of our enterprise CRM platform – starting with Advice and scaling across the business.

This is your opportunity to lead a high‑impact transformation, influence enterprise strategy, and deliver real value to advisers and clients. You’ll be the go‑to expert for CRM strategy, working with passionate teams across the business to bring use cases to life. From leveraging AI and data to building scalable, efficient solutions with platforms like MS Dynamics or Salesforce, you’ll help shape how thousands of advisers and clients connect through technology.

Key areas of this role include:

- Own the CRM product strategy and roadmap, starting with Advice and expanding enterprise‑wide.

- Partner with technology delivery leads to shape implementation plans and drive iterative delivery.

- Engage deeply with Advice stakeholders to understand workflows, compliance, and adviser‑client interactions.

- Influence vendor relationships and ensure commercial alignment with strategic goals.

- Deliver product artefacts – roadmaps, prioritised backlogs, business cases – and support change management for adoption.

- Operate in a fast‑paced, agile environment, delivering measurable outcomes and business value.

What You Bring to This Role

To be successful in this role, you’ll have:

- Proven experience as a Product Owner or Product Manager in CRM platform implementation.

- Deep understanding of financial advice models, adviser workflows, and regulatory obligations.

- Strong stakeholder engagement skills – you’re a natural influencer and communicator.

- Experience with MS Dynamics or Salesforce, and a solid grasp of CRM platform components.

- Strategic mindset with commercial acumen, and the ability to make decisions that drive impact.

- Familiarity with AI, data, and reporting capabilities in CRM environments.

- Agile delivery experience and business analysis skills are a big plus.

If you’re ready to lead CRM transformation at scale, influence enterprise strategy, and deliver real value to advisers and clients – we’d love to hear from you.

Apply now and help us shape the future of financial advice technology.

Find the better way

What gets us excited about working here? Helping people feel good about their money as one of Australia’s leading financial wellbeing organisations. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives.

If this sounds like your kind of career, you sound like our kind of person. With us, you’ll do work that builds your technical know‑how and challenges our entire industry to move forward. Along the way, you’ll be free to explore new ideas and technology, solve problems in a team, and independently to get great things done. Around here, we like to call it “putting our fingerprints on the future”.

People‑inspired tech

Deep expertise combined with creativity can take on the trickiest of problems. Join our team of brilliant minds and mentors as we explore our way to innovation and apply technology in more human ways than ever.

To Apply

Read more here about why you should join our team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

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