Senior Product Manager, CRM & Sales Enablement
GuardianAbout the role
At Guardian, we are transforming the advisor experience through an integrated technology ecosystem designed to drive productivity, growth, and deeper client relationships. We are seeking a Senior Product Manager to lead our Client Relationship Management (CRM) and Sales Enablement platforms, partnering closely with field teams, business leaders, and technology partners.
This role will define and execute a product strategy that supports an entrepreneurial agency model while delivering consistent, scalable, and intuitive platforms that enhance advisor effectiveness across pre-sales activities and client engagement.
You will
Define and drive the roadmap for CRM and sales enablement platforms aligned to Guardian’s integrated ecosystem
Manage and coach a team of Product Owners, providing mentorship and performance feedback
Build a high-performing product team through coaching in agile practices and stakeholder engagement
Engage directly with advisors and agency leaders to understand workflows and needs
Translate field insights into scalable, user-centric platform capabilities
Balance flexibility required by entrepreneurial agencies with enterprise consistency
Lead development of CRM and sales enablement capabilities across advisor workflows
Ensure integration across Guardian’s advisor technology ecosystem
Drive prioritization of AI-enabled capabilities within platform strategy
Partner with cross-functional teams to deliver product outcomes
Manage dependencies, risks, and vendor relationships (e.g., Salesforce, Seismic)
Define and track OKRs tied to advisor productivity and adoption
You have
10+ years of experience in product management for CRM or sales enablement
Experience managing and developing Product Owners
Field-facing experience supporting advisors or sales teams
Experience supporting entrepreneurial or independent agency environments
Strong understanding of AI concepts and product strategy integration
Proven ability to work across business and technology stakeholders
Preferred Experience
Experience with CRM or sales enablement platforms, preferably Salesforce or Seismic
Financial services, wealth management, or insurance experience
Experience with integrated advisor technology ecosystems
Required Skills & Competencies
People Leadership & Coaching
CRM & Sales Enablement Strategy
AI & Intelligent Automation
Product Roadmap Development
Stakeholder Engagement & Influence
Field Engagement & User-Centered Design
Change Management & Adoption
Continuous Improvement
Salary Range:
$152,290.00 - $250,195.00The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
Our Promise
At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
Inspire Well-Being
As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Accommodations
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individua
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