Product Manager – CRM & AI | Financial Services

Product Manager – CRM & AI | Financial Services Location: Abu Dhabi Department: AI Hub Innovation Industry: Financial Services About the Role Our client is looking for a Product Manager – CRM & AI to lead the development of next-generation AI-powered CRM capabilities across the organisation. This is a high-impact product role sitting at the intersection of CRM, AI, customer data and financial services, with ownership across the product lifecycle — from identifying high-value use cases and defining the roadmap through to MVP delivery, enterprise deployment and adoption. Key Responsibilities • Own and define the roadmap for AI-powered CRM products, including Client 360, Group 360, Next Best Action and AI-powered Relationship Manager solutions. • Identify opportunities to apply AI to improve relationship-manager productivity, customer engagement, cross-sell and revenue generation. • Lead the integration of CRM and AI capabilities across platforms including Salesforce, Microsoft Dynamics 365, Microsoft Teams and Outlook. • Translate business challenges into clear product requirements, use cases and prioritised roadmaps. • Lead products from discovery and MVP through to enterprise-scale deployment and adoption. • Work closely with engineering, data, AI, architecture, operations and business teams to deliver scalable products. • Partner with senior stakeholders across Wholesale, Investment Banking & Markets, Privileged Clients and Consumer businesses. • Define and track product KPIs, adoption metrics and measurable business outcomes. • Drive change management and adoption across front-office teams, ensuring AI capabilities become embedded into day-to-day workflows. • Manage relationships with strategic technology partners and vendors, including Microsoft, Salesforce and implementation partners. • Ensure products meet relevant risk, compliance, governance, security and regulatory requirements. • Act as the bridge between business, technology and AI teams, ensuring products deliver tangible commercial value. Requirements • 10+ years' experience in Product Management, Digital Transformation, CRM or Front-Office Technology, ideally within financial services. • Strong experience owning and delivering CRM products at enterprise scale. • Hands-on experience with Salesforce and/or Microsoft Dynamics 365; Salesforce Financial Services Cloud experience is highly desirable. • Proven experience delivering AI-powered products into production, such as: • AI copilots • Conversational AI assistants • Agentic workflows • Next Best Action / recommendation engines • Predictive analytics or intelligent customer engagement solutions • Strong understanding of banking and financial-services front-office processes, including relationship management, client coverage, pipeline management, client lifecycle and cross-sell. • Demonstrated experience taking products from 0→1 through to enterprise-scale adoption. • Strong understanding of customer data, Client 360 and CRM integrations. • Ability to work effectively with senior business stakeholders, technology teams, control functions and external vendors. • Strong commercial mindset with a track record of demonstrating measurable productivity, revenue, adoption or customer-experience outcomes. • Bachelor's degree required; MBA or relevant postgraduate qualification is advantageous. Ideal Profile We are particularly interested in Product Managers who combine deep CRM expertise with genuine AI product delivery experience. The ideal candidate will have worked on products that sit directly within the workflows of relationship managers, sales teams or other front-office users and can demonstrate how AI has been used to improve productivity, client engagement, decision-making or revenue generation. Experience within a major bank, financial institution, fintech or enterprise technology environment is highly relevant. *** Only successful candidates will be contacted *** Show more Show less

10+ years' experience in Product Management, Digital Transformation, CRM or Front-Office Technology, ideally within financial services. Strong experience owning and delivering CRM products at enterprise scale. Hands-on experience with Salesforce and/or Microsoft Dynamics 365; Salesforce Financial Services Cloud experience is highly desirable. Proven experience delivering AI-powered products into production, such as AI copilots, Conversational AI assistants, Agentic workflows, Next Best Action / recommendation engines, Predictive analytics or intelligent customer engagement solutions. Strong understanding of banking and financial-services front-office processes, including relationship management, client coverage, pipeline management, client lifecycle and cross-sell. Demonstrated experience taking products from 0→1 through to enterprise-scale adoption. Strong understanding of customer data, Client 360 and CRM integrations. Ability to work effectively with senior business stakeholders, technology teams, control functions and external vendors. Strong commercial mindset with a track record of measurable productivity, revenue, adoption or customer-experience outcomes. Bachelor’s degree required; MBA or relevant postgraduate qualification is advantageous.

Own and define the roadmap for AI-powered CRM products, including Client 360, Group 360, Next Best Action and AI-powered Relationship Manager solutions. Identify opportunities to apply AI to improve relationship-manager productivity, customer engagement, cross-sell and revenue generation. Lead the integration of CRM and AI capabilities across platforms including Salesforce, Microsoft Dynamics 365, Microsoft Teams and Outlook. Translate business challenges into clear product requirements, use cases and prioritised roadmaps. Lead products from discovery and MVP through to enterprise-scale deployment and adoption. Work closely with engineering, data, AI, architecture, operations and business teams to deliver scalable products. Partner with senior stakeholders across Wholesale, Investment Banking & Markets, Privileged Clients and Consumer businesses. Define and track product KPIs, adoption metrics and measurable business outcomes. Drive change management and adoption across front-office teams, ensuring AI capabilities become embedded into day-to-day workflows. Manage relationships with strategic technology partners and vendors, including Microsoft, Salesforce and implementation partners. Ensure products meet relevant risk, compliance, governance, security and regulatory requirements. Act as the bridge between business, technology and AI teams, ensuring products deliver tangible commercial value.