Product Manager, Wealth Management Technology

Key Responsibilities

• Partner with business stakeholders to understand strategic priorities, operational challenges, and opportunities for improvement.
• Support product roadmap planning, prioritization, and delivery activities for assigned business capabilities.
• Collaborate with product leadership to evaluate and prioritize initiatives based on business value, strategic alignment, effort, and risk.
• Develop a deep understanding of Wealth Management business processes, user needs, and technology capabilities.
• Identify opportunities for process improvement, automation, operational scale, and enhanced client and advisor experiences.
• Support business case development and help define success metrics for key initiatives.
• Track adoption and business outcomes for delivered capabilities and recommend future enhancements.

Required Qualifications

• Bachelor's degree or equivalent experience.
• 6-9 years of relevant experience in Product Management, Business Analysis, Salesforce Administration, CRM, Consulting, or related technology roles.
• Demonstrated experience partnering with business stakeholders to define and deliver technology solutions.
• Strong experience gathering requirements, defining business processes, and translating business needs into actionable delivery plans.
• Experience working within Agile delivery frameworks and managing product backlogs.
• Experience with Salesforce Administrator Certification.
• Hands-on experience with Salesforce Flow and other declarative platform capabilities.
• Strong communication, facilitation, stakeholder management, and problem-solving skills.
• Ability to influence outcomes and build alignment across business and technology organizations.

Preferred Qualifications

• Experience within asset management, wealth management, financial services, or fintech organizations.
• Experience supporting Distribution, Relationship Management, Client Service, Marketing, or Operations teams.
• Experience with Copado, Jira, and Git-based deployment processes.
• Familiarity with enterprise integrations, data platforms, and analytics solutions.
• Experience contributing to product roadmaps, prioritization activities, or business capability planning.
• Experience operating within highly regulated environments.
• Demonstrated commitment to continuous learning, professional development, and adoption of emerging technologies.