Program/Portfolio Manager

Purple Drive Technologies

$90K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of CRM experience, preferably with MS Dynamics or a similar platform
  • Familiarity with AI/GenAI tools like CoPilot integrated within CRM systems
  • Knowledge of Capital Market clients, particularly in Self Directed and Advised segments
  • Understanding of multi-cloud architectures, specifically AWS and Azure
  • Experience in leading business planning sessions with cross-functional teams

Responsibilities

  • Oversee and manage the CRM portfolio for optimal performance
  • Collaborate with both functional and technology leaders to foster teamwork
  • Drive growth initiatives for the CRM portfolio targeting 2027
  • Act as a trusted partner to the client, providing strategic insights
  • Engage with the client and TCS leadership to ensure alignment and delivery

Benefits

  • Opportunity to work with cutting-edge technologies in CRM and AI
  • Engage with industry leaders in a dynamic and collaborative environment
  • Chance to shape the future of CRM solutions within a growing market
  • Exposure to multi-cloud technologies and complex client ecosystems
  • Possibility for professional development and networking within the financial sector
Full Job Description
Overview:

Job Description

Must Have Technical/Functional Skills

Technology/Domain
• Must have a CRM background (client uses MS Dynamics but any other CRM knowledge would work too).
• Understanding of CoPilot and/or some AI/GenAI offerings in CRM
• Understanding of a Capital Market client, specifically Self Directed (a.k.a Retail or Personal Investor) and Advised clients.
• Good understand of a multi-cloud (AWS and Azure) and data exchanges between them.
• Ability to lead the TCS team in Business Planning exercises where business and technology teams plan and prepare the roadmap for upcoming quarters.

Ability to translate functional discussions into technology deliverables

Roles & Responsibilities
• Manage the overall CRM Portfolio
• Engage with Functional and Technology leaders from the client and TCS side to ensure there is a strong collaboration
• Secure growth of the portfolio for 2027

Be the trusted partner for client

Generic Managerial Skills, If any

Gravitas and personality to manage a large program. Show a personal trait of being proactive, ability to engage with functional and technical leaders. Generating early success and to establish themself as a trusted advisor. Exception articulation and ability to engage the larger TCS ecosystem.

Similar Jobs

More Jobs at Purple Drive Technologies

More Finance & Insurance Jobs

Find similar Program/Portfolio Manager jobs: