Bjorn Marksteiner
Product Manager (CRM) at Practifi | Chicago, Illinois, United States
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As a Product Manager at Practifi, Bjorn Marksteiner leverages his extensive experience in the financial planning, retirement, and wealth management sectors to drive the strategic development of the company's CRM product offering. With a unique blend of expertise as a tax accountant, registered financial planner, and business analyst, Bjorn possesses a comprehensive understanding of the regulatory and technical challenges that clients face in both the US and Australian markets. This diverse background enables him to effectively bridge the gap between client needs and product capabilities, ensuring that Practifi's CRM solutions are not only innovative but also aligned with industry standards and best practices.
In his current role, Bjorn is responsible for executing a strategic roadmap that prioritizes immediate client requirements while keeping an eye on long-term business objectives. He adeptly manages CRM feature prioritization and oversees development initiatives, ensuring that each enhancement is grounded in thorough business requirements and user feedback. His proficiency in Product Lifecycle Management and Software Development Life Cycle (SDLC) allows him to navigate complex projects with agility, ensuring timely delivery of high-quality features that enhance user experience and drive client satisfaction.
Bjorn's commitment to business intelligence and strategic financial planning is evident in his approach to optimizing Practifi's CRM offerings. By fostering collaboration across cross-functional teams, he ensures that the product not only meets the evolving demands of the financial services industry but also empowers advisors to deliver exceptional service to their clients. His ability to synthesize insights from various roles enables him to anticipate market trends and position Practifi as a leader in CRM solutions tailored for the financial sector.
Product Manager (CRM) at Practifi in November 2024 to Present
Senior Product Consultant at Practifi in March 2023 to October 2024
Client Success Tech Manager at Practifi in October 2019 to March 2023
Lead Solution Engineer at Practifi in May 2019 to October 2019
Senior Product Engineer at Practifi in October 2018 to May 2019
Product Engineer at Practifi in February 2016 to October 2018
Product Manager / Product Owner at Coin Financial Software (Rubik) in August 2011 to May 2015
Senior Business Analyst at Coin Financial Software (Macquarie Bank) in January 2008 to August 2011
Financial Adviser / Paraplanner at BFL Financial Planning Pty Ltd in November 2004 to December 2007
Office Manager / Tax Agent at H&R Block in May 2003 to November 2004
Contractor at IWL Limited in May 2001 to March 2003
Senior Business Analyst / Fraud Analyst / Procedures Analyst at Commonwealth Bank in March 1993 to May 2001
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University of South Australia, Bachelor of Accountancy, July 1990 to July 1996
Kaplan, Advanced Diploma, July 2026
Tribeca, Diploma, July 2026
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Strategic thinking and Roadmap development
Product Lifecycle Management
Communication and Stakeholder management
Portfolio Management
Corporate Actions
Income Tax
SMSF
Strategic Financial Planning
Business Analysis
Business Requirements
SDLC
Requirements Analysis
Requirements Gathering
Stakeholder Management
Wealth Management
Business Process Improvement
User Acceptance Testing
Agile Methodologies
Software Documentation
Business Intelligence
Financial Services
Management
Financial Planning
CRM
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Discover more about PractifiWhat is Bjorn Marksteiner email address?
Email Bjorn Marksteiner at [email protected] and [email protected]. This email is the most updated Bjorn Marksteiner's email found in 2026.
How to contact Bjorn Marksteiner?
To contact Bjorn Marksteiner send an email to [email protected] or [email protected]. (updated on August 25, 2024)
What company does Bjorn Marksteiner work for?
Bjorn Marksteiner works for Practifi
What is Bjorn Marksteiner's role at Practifi?
Bjorn Marksteiner is Product Manager (CRM)
What is Bjorn Marksteiner's Phone Number?
Bjorn Marksteiner's phone (217) ***-*249
What industry does Bjorn Marksteiner work in?
Bjorn Marksteiner works in the Computer Software industry.
Bjorn Marksteiner Email Addresses
Bjorn Marksteiner Phone Numbers
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