Product Manager, Institutional / Wealth Technology
Core
Define and deliver technology solutions to improve the end-to-end investor experience, focusing on employee co-invest onboarding and the Investor Portal.
Role type
Associate Vice President, Product Manager
Builds
Salesforce-based internal workflows and external-facing Investor Portal experiences
Domain
Wealth management / Financial services technology
Deliverable
product features
Required skills
Product management, Business analysis, Salesforce Administration, Agile delivery, Jira, Stakeholder management, Solution definition
Preferred skills
Salesforce Business Analyst Certification, Salesforce Advanced Administrator Certification, Asset management experience, Enterprise integrations experience
Technologies
Salesforce Sales Cloud, Salesforce Service Cloud, Jira
Responsibilities
Partner with business stakeholders to understand strategic priorities and operational challenges; Lead requirements gathering and document business processes; Translate business needs into epics, user stories, and backlog items; Partner with engineering teams throughout the software development lifecycle; Mentor junior team members and promote best practices.
Seniority
Senior, hands-on IC with mentorship responsibilities