TekShapers
Product Owner – CRM–Outlook Integration
Fort Mill, South Carolina, USA · Senior · contract, third party
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Nice to have
- 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.
- 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.
- Translate complex business and compliance requirements into well-defined user stories and acceptance criteria.
This listing is sourced directly from TekShapers's careers page and normalized into a canonical job model.