Product Manager, Salesforce Financial Services Cloud jobs in United States
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Hightower · 1 month ago

Product Manager, Salesforce Financial Services Cloud

Hightower is a wealth management firm that provides investment, financial and retirement planning services. As a Product Manager for Financial Services Cloud, you will manage the product roadmap and collaborate with stakeholders to enhance advisor productivity and client experience through Salesforce.

FurnitureManufacturingRetailWholesale
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Growth Opportunities

Responsibilities

Drive the Product Roadmap
Partner Across the Business
Enhance the Client & Advisor Experience
Oversee Development & Delivery
Ensure Data Integrity & Compliance
Drive Adoption & Training
Measure & Optimize

Qualification

Salesforce platform managementWealth management servicesAgile project managementSalesforce certificationsData analyticsAnalytical mindsetManaging multiple projectsCommunication

Required

Bachelor's degree in Business, Computer Science, Information Systems, Finance, or related field
3+ years of experience in wealth management, fintech, or digital product management, with at least 2 years focused on Salesforce platform management
Strong understanding of wealth management services, advisor workflows, and compliance requirements
Hands-on experience with Salesforce configuration, integrations, and AppExchange solutions
Strong understanding of artificial intelligence, machine learning, and their applications in operational settings
Agile project management and SDLC knowledge
Excellent communication skills with ability to bridge technical and non-technical stakeholders
Experience communicating complex technical concepts to a variety of audiences with ability to bridge technical and non-technical stakeholders
Analytical mindset with experience in using data to drive product decisions and measure success
Experience managing multiple simultaneous projects

Preferred

MBA or Salesforce certifications (Administrator, Platform App Builder, Sales/Service Cloud)

Benefits

Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
Mother’s lounge onsite
Flexible PTO plan
Hybrid work schedule (minimum of 3 days in office)
Free brand-new gym in the Chicago office
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance

Company

Hightower

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Hightower is a manufacturer and supplier of furniture and furnishing products for the technology, education, and hospitality sectors.

Funding

Current Stage
Growth Stage

Leadership Team

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Jenna Geigerman
President / COO
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Natalie Hartkopf
Chairman/Co-Owner
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Company data provided by crunchbase