Michelle Feinstein
Michelle Feinstein
About
Detail
Chief Product & Strategy Officer FMG | Driving Growth, GTM, Product Innovation, Strategic Partnerships & Customer Success
United States
Modernization of Banking, Insurance, Wealth & Asset Management is complex, requiring firms to accelerate plans to harness data, upgrade legacy technology, and scale operating & service models to support growth.
As a representative of FMG I bring over 30 years of industry experience, I pride myself on having a deep understanding of the financial services space and clients’ unique business needs; connecting them to the most relevant solutions and expert resources to help achieve their goals. I have a proven track record of driving digital transformation and growth strategies for wealth and asset management.
Prior to joining FMG I was General Manager at Salesforce for Financial Services Cloud. I have also held a variety of strategic roles at BNY Mellon Pershing as a leader in technology product strategy-development, client engagement, and business development. I managed key client relationships and led high-performing teams in the delivery of best in class solutions to market.
In my current role, Chief Product & Strategy Officer at FMG I am responsible for the strategic planning and delivery of B2B and B2C solutions working in collaboration with product, engineering, strategic partnerships, marketing and sales teams to define the vision, roadmap, global enablement and GTM strategy for multiple segments.
My team is comprised of passionate and tenured industry leaders whose mission it is to advance advisor growth, innovate solutions, enable sales teams, advocate for client needs, and ensure we connect with partners and industry experts to advance our strategy.
In 2022, F2 Strategy recognized me as a Woman in WealthTech to Watch. In 2019 Think Advisor magazine nominated me as one of 16 women in its inaugural “Top Women in WealthTech” story, and I was also named Consultant of the Year by Waters magazine for its Women in Tech and Data Awards.
I am passionate about diversity, inclusion, and professional growth. I am an active member in CHIEF, The Women’s Bond Club, as well as many Salesforce initiatives.
I love travel, hiking, reading, and I live with my amazing husband, 5 children, and 2 bulldogs in New Jersey.
STRENGTHS & EXPERTISE
● Product Strategy & Development
● Driving Business Growth
● Marketing & GTM
● CRM Strategy & Execution
● Solution Consulting Leadership
● Customer Experience and Design Thinking
● Digital Transformation & AI Integration
● Strategic Partnerships & Integration
● Business Model Architecture
● Relationship Management
● Building Effective Teams
● Thought Leadership
As a representative of FMG I bring over 30 years of industry experience, I pride myself on having a deep understanding of the financial services space and clients’ unique business needs; connecting them to the most relevant solutions and expert resources to help achieve their goals. I have a proven track record of driving digital transformation and growth strategies for wealth and asset management.
Prior to joining FMG I was General Manager at Salesforce for Financial Services Cloud. I have also held a variety of strategic roles at BNY Mellon Pershing as a leader in technology product strategy-development, client engagement, and business development. I managed key client relationships and led high-performing teams in the delivery of best in class solutions to market.
In my current role, Chief Product & Strategy Officer at FMG I am responsible for the strategic planning and delivery of B2B and B2C solutions working in collaboration with product, engineering, strategic partnerships, marketing and sales teams to define the vision, roadmap, global enablement and GTM strategy for multiple segments.
My team is comprised of passionate and tenured industry leaders whose mission it is to advance advisor growth, innovate solutions, enable sales teams, advocate for client needs, and ensure we connect with partners and industry experts to advance our strategy.
In 2022, F2 Strategy recognized me as a Woman in WealthTech to Watch. In 2019 Think Advisor magazine nominated me as one of 16 women in its inaugural “Top Women in WealthTech” story, and I was also named Consultant of the Year by Waters magazine for its Women in Tech and Data Awards.
I am passionate about diversity, inclusion, and professional growth. I am an active member in CHIEF, The Women’s Bond Club, as well as many Salesforce initiatives.
I love travel, hiking, reading, and I live with my amazing husband, 5 children, and 2 bulldogs in New Jersey.
STRENGTHS & EXPERTISE
● Product Strategy & Development
● Driving Business Growth
● Marketing & GTM
● CRM Strategy & Execution
● Solution Consulting Leadership
● Customer Experience and Design Thinking
● Digital Transformation & AI Integration
● Strategic Partnerships & Integration
● Business Model Architecture
● Relationship Management
● Building Effective Teams
● Thought Leadership
