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Hightower Advisors · 14 hours ago

Product Manager, Salesforce Financial Services Cloud

Chicago, IL

Full-time

Hybrid

Mid Level

$130K/yr - $150K/yr

3+ years exp

Hightower Advisors is a wealth management firm that provides investment and financial planning services. As a Product Manager for Financial Services Cloud, you will drive innovation in advisor and client engagement by managing the product roadmap and collaborating with diverse stakeholders to enhance Salesforce capabilities.

Financial Services

Comp. & Benefits

H1B Sponsor Likely

Responsibilities

Drive the Product Roadmap Own the Salesforce FSC product roadmap, aligning platform capabilities with advisor needs, business goals, and regulatory requirements

Partner Across the Business Collaborate with advisors, operations teams, compliance, and IT to capture requirements, translate them into user stories, and prioritize features that drive measurable impact

Enhance the Client & Advisor Experience Champion Salesforce as a CRM and client engagement hub, ensuring seamless integration with portfolio management, financial planning, and communication tools

Oversee Development & Delivery Manage the agile delivery process, working closely with Salesforce developers, admins, and integration partners to deliver releases on schedule

Ensure Data Integrity & Compliance Implement processes and features that maintain data quality, security, and compliance with wealth management regulations

Drive Adoption & Training Promote user adoption through targeted training, documentation, and ongoing feedback loops, ensuring advisors maximize Salesforce capabilities

Measure & Optimize Leverage analytics to evaluate feature performance, identify opportunities for enhancement, and iterate for continuous improvement

Qualification

Salesforce platform managementWealth management servicesAgile project managementData analyticsSalesforce configurationAnalytical 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 Advisors

Glassdoor4.1

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.

Founded in 2008

Westport, Connecticut, USA

201-500 employees

https://thrushgroup.hightoweradvisors.com/

H1B Sponsorship

Hightower Advisors 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

2024 (2)