NeuReferenz: AF32320

Director of Salesforce Product Management - San Francisco, CA

USA, California


Director of Salesforce Product Management - San Francisco, CA


The Associate Director, PWM Product Management, Salesforce will be focused on Salesforce product delivery and offerings to support our Wealth Management sales organizations. Key priorities will be increasing user engagement and capabilities of the PWM Salesforce Financial Services Cloud platform.

This role will require exceptional communication skills and the ability to work collaboratively with a variety of business stakeholders and Information Services teams. Primary responsibilities will include team leadership of other Product Management resources, prioritization of business requests, gathering requirements from business partners, writing user stories, participating in pre/post release testing, and managing the end-to-end implementation and roll out plan.

What you will do as an Associate Director, PWM Product Management, Salesforce:
  • Identify and implement Salesforce best practices to increase utilization and improve workflows
  • Team lead for Product Management resources supporting key capabilities such as core features & functionality, in addition to user onboarding and data migration
  • Document and translate business requirements into efficient solutions
  • Support user adoption, including resolution of user inquiries, prioritization of user feedback, and partnership with the Change Management team
  • Develop documentation and training materials to ensure full understanding and use of Salesforce for the business users
  • Maintain running product backlog and track bug fixes


You could be a great fit if you have:
  • At least 5 years of product management experience enhancing wealth management technology platforms to support business goals
  • Experience designing and implementing solutions to enrich the UI/UX for Salesforce Financial Services Cloud platforms
  • Prior team leadership responsible for prioritization of business needs and resolution of escalations
  • Self-directed and driven, with an ability to work on multiple projects simultaneously with minimal direct supervision
  • Highly organized with excellent verbal and written communication skills
  • Strong presentation skills: equally comfortable with delivering technical specs to engineers, as well as strategy presentations to FRB stakeholders
  • Able to be flexible as needs change, moving seamlessly between the strategic and the tactical, while maintaining focus on our end-users needs
  • Strong analytical and problem-solving skills

Job Demands:
  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.

  • PTO + Benefits
  • Work life balance
  • Clear career progression