Unknown Company

Program/Portfolio Manager

malvern, pa • Posted 4 days ago
Onsite Full Time General

Job TitleMust Have Technical/Functional SkillsTechnology/DomainMust 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 CRMUnderstanding 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 deliverablesRoles & ResponsibilitiesManage the overall CRM PortfolioEngage with Functional and Technology leaders from the client and TCS side to ensure there is a strong collaborationSecure growth of the portfolio for 2027Be the trusted partner for client

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