Summary
As Salesforce Product Manager, this individual will oversee the Salesforce.com implementation for financial advisors and their teams.

Responsibilities

• Defines the vision and strategy for customer relationship management (Salesforce)
• Develops deep relationships with key stakeholder groups across the firm
• Engages stakeholders regularly to understand objectives and pain points and where Salesforce can help
• Stays abreast of industry trends with respect to advisor tools
• Prioritizes and converts demand into a feature roadmap comprising regular releases of core functionality
• Creates comprehensive business requirements with input from key stakeholders
• Oversees day-to-day project execution with sharp focus on risks, issues, and dependencies
• Provides feedback on sprint-level demos to ensure the product meets user requirements
• Leads user acceptance testing and actively monitors quality assurance testing
• Drives communication and training plan to ensure a successful deployment
• Holds ongoing stakeholder forums to evolve the platform in line with the most critical business demands

Requirements

• Extensive product manager experience in financial services and wealth management
• Track record of successful Salesforce implementations, preferably Salesforce.com
• Deep knowledge of wealth management and the needs of FAs and their teams
• Skilled relationship builder with demonstrated ability to make connections across the organization
• Strong strategist and communicator who can define and communicate a product vision
• Structured project lead with skills in comprehensive project planning and risk and issue management

Success Criteria

• On-time and high-quality Salesforce implementation

We are an Equal Opportunity Employer and do not discriminate against candidates based on race, color, gender, sexual orientation gender identity or expression, age, religion, disability, national origin, protected veteran status, or any other status protected by applicable federal or local law. We are dedicated to building a diverse, inclusive, and authentic workplace.