Salesforce · 3 weeks ago
Distinguished, Strategic SE
United States
Full-time
Remote
Mid, Senior Level
$131K/yr - $237K/yr
1+ years expSalesforce is the #1 AI CRM, where humans with agents drive customer success together. They are seeking a Wealth Management Product Owner to help drive solution selling at scale across their Financial Services organization, requiring a strong understanding of financial services and technical leadership.
Agentic AIArtificial Intelligence (AI)Cloud ComputingCRMSaaSSales EnablementSoftware
Responsibilities
Knowledge around the Wealth Management Space
Curiosity on how Wealth Management will evolve as an industry over time
Comfort level presenting to c-level executives in the Wealth Management Space
Leading internal & external events tailored to a Wealth Management Audience
Deep knowledge of the Salesforce 360 platform - specifically Financial Services Cloud
Utilize Salesforce metadata configuration tools to design and deploy custom applications and solutions
Collaborate with developers to leverage Salesforce functionality in the Wealth Management space
Collaborate with internal stakeholders to deploy demos & functionalities to a scalable environment
Collaborate with ISS leads, builds teams, and other internal support teams to align release strategies with business objectives
Communicate release plans and changes to stakeholders, facilitating necessary approvals and sign-offs
Identify and manage risks related to Salesforce releases
Develop contingency plans to mitigate potential risks and ensure smooth releases
Maintain detailed release documentation and ensure compliance with organizational standards and best practices
Document release procedures, guidelines, and lessons learned
Qualification
Required
Bachelor's degree in Computer Science, Information Technology, or a related field
Strong understanding of Salesforce development lifecycle and deployment methodologies
Experience and willingness to help with build tasks, as needed
At least one year of hands-on experience with Salesforce OmniStudio tools, including FlexCards, OmniScripts, and DataRaptors, and Integration Procedures
Excellent project management and organizational skills
Strong communication and collaboration skills
Ability to manage multiple projects and priorities simultaneously
Knowledge of Agile and DevOps practices is a plus
Preferred
Salesforce certifications (e.g., Salesforce Administrator, Salesforce Administrator, OmniStudio Consultant or Developer, Salesforce Developer nice-to-have)
Experience with CI/CD tools and automation
Financial Services
Benefits
Time off programs
Medical
Dental
Vision
Mental health support
Paid parental leave
Life and disability insurance
401(k)
Employee stock purchasing program
Company
Salesforce
Salesforce is a cloud-based software company that provides customer relationship management software and applications.
10001+ employees
H1B Sponsorship
Salesforce 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
2025 (1883)
2024 (2296)
2023 (1850)
2022 (2849)
2021 (2124)
2020 (1960)
Funding
Current Stage
Public CompanyTotal Funding
$65.38MKey Investors
Starboard ValueEmergence CapitalHalsey Minor
2022-10-18Post Ipo Equity
2004-06-23IPO
2003-01-01Series Unknown· $1M
Leadership Team
Arundhati Bhattacharya
Chairman & Ceo Salesforce India
Marc Benioff
Chair & CEO
Recent News
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