Addison Group · 1 week ago
Product Manager Salesforce Financial Services Cloud
Chicago, IL
Full-time
Hybrid
Mid Level
$130K/yr - $150K/yr
3+ years expAddison Group is seeking a Product Manager for Financial Services Cloud to drive innovation in advisor and client engagement. The role involves managing the product roadmap, collaborating with stakeholders, and ensuring Salesforce is optimized to enhance advisor productivity and meet compliance standards.
Information TechnologyRecruitingStaffing Agency
Responsibilities
Drive the Product Roadmap
Own the Salesforce FSC product roadmap, aligning platform capabilities with advisor needs, business goals, and regulatory requirements
Collaborate with advisors, operations teams, compliance, and IT to capture requirements, translate them into user stories, and prioritize features that drive measurable impact
Champion Salesforce as a CRM and client engagement hub, ensuring seamless integration with portfolio management, financial planning, and communication tools
Manage the agile delivery process, working closely with Salesforce developers, admins, and integration partners to deliver releases on schedule
Implement processes and features that maintain data quality, security, and compliance with wealth management regulations
Promote user adoption through targeted training, documentation, and ongoing feedback loops, ensuring advisors maximize Salesforce capabilities
Leverage analytics to evaluate feature performance, identify opportunities for enhancement, and iterate for continuous improvement
Qualification
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
Benefits
Company
Addison Group
Addison Group specializes in filling company’s contract, contract-to-hire, or direct hire positions with professional candidates.
1001-5000 employees
H1B Sponsorship
Addison Group 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
2021 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Odyssey Investment Partners
2022-01-04Acquired
2016-12-19Private Equity
Leadership Team
Thomas B. Moran
CEO
Recent News
Company data provided by crunchbase