The Citco Group Limited · 2 days ago
Salesforce Product Manager
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$155K/yr - $205K/yr
8+ years expCitco is a market leader in the asset servicing sector, continuously innovating and expanding since its incorporation in 1948. The Salesforce Product Manager will be responsible for shaping Citco's Salesforce platform capabilities, managing product strategy, and collaborating with cross-functional teams to enhance client engagement and operational efficiency.
FinanceFinancial Services
Hiring Manager
Amanda Radice
Responsibilities
Define, prioritize, and manage the Salesforce product roadmap aligned to Client 360, Investor 360, Onboarding Backbone, and GRM needs
Convert complex business processes (Pipeline Management, Client Onboarding, Investor Hierarchy, Account Segmentation) into platform solutions
Maintain and refine product backlogs, feature prioritization, and release milestones
Collaborate with Global Relationship Managers, Onboarding, Marketing, Investor Services, Risk, Data, and Tech to gather requirements and define platform value
Facilitate business workshops, UAT readiness sessions, and decision forums to ensure cross-functional alignment
Translate platform concepts into easy-to-understand visuals, mockups, process flows, and user stories
Own epics, user stories, acceptance criteria, and sprint prioritization for Salesforce feature delivery
Collaborate with architects, developers, and QA teams to ensure solutions are scalable, compliant, and aligned to Citco’s enterprise model
Track delivery progress, manage risks, and ensure traceability from design to deployment
Develop go-live readiness plans — including training, adoption models, role-based access, and feedback loops
Use platform analytics and feedback to continuously optimize workflows, UX, data quality, and automation
Define measurable success metrics (e.g., user adoption, lead-to-client conversion, data accuracy, case resolution time)
Qualification
Required
Bachelor's or Master's degree in Business, Technology, Engineering, or related fields
8–12 years of overall experience, with at least 4 years in product management or platform ownership roles
Strong background in Salesforce, CRM strategy, client lifecycle, data management, or financial services platform delivery
Experience with agile delivery and multi-phase product implementations
Strong understanding of client lifecycle, onboarding, case management, CRM workflows, and hierarchy/data structures
Experience translating business vision into platform capabilities
Proficiency in defining epics, user stories, wireframes, workflows, and acceptance criteria
Familiarity with Salesforce features: Sales Cloud, Service Cloud, Data Cloud, Experience Cloud, or Financial Services Cloud
Ability to communicate with both business and technical teams
Strong communicator, facilitator, and listener
Comfortable challenging assumptions, uncovering root problems, and refining platform decisions
Curious, detail-oriented, and passionate about user experience, process simplification, and digital transformation
Preferred
Salesforce Administrator or PM certifications (Admin, Sales/Service Cloud, Business Analyst)
Experience with data governance, UAT frameworks, or process modeling (Visio, Lucidchart, Miro)
Benefits
Medical, dental, and vision coverage
Short and long-term disability benefits
A retirement savings plan
Tuition reimbursement
Mental health and wellness support
Parental leave
Company
The Citco Group Limited
Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry.
5001-10000 employees
H1B Sponsorship
The Citco Group Limited has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
GIC
2025-05-13Private Equity
2011-06-26Private Equity
Leadership Team
Vincent Gillet
Executive Vice President
Recent News
2025-12-03
2025-11-11
2025-11-05
Company data provided by crunchbase