Product Manager, Platform Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary internal product owner for the institutional technology stack, which encompasses Salesforce, participant education tools, and referral management systems.

• Maintain and align platform roadmaps with business goals across the retirement and wealth divisions.

• Create and enforce data governance, user provisioning, and access control measures.

• Oversee the platform governance framework, including change management, release cycles, and stakeholder approvals.

• Lead the configuration, customization, and implementation of Salesforce for the Institutional team, focusing on objects, workflows, dashboards, and integrations.

• Design and enhance CRM workflows that facilitate retirement plan relationships, advisor activities, referral events, and pipeline progression.

• Collaborate with plan sponsors and consultants to enhance platform adoption and user engagement.

• Ensure that content is up-to-date, compliant, and supports transitions from retirement savings to wealth management.

• Promote platform adoption among RPCs, wealth advisors, and operations personnel through training, documentation, and support.

• Manage relationships with vendors, including contracts and renewals for the institutional platform portfolio.

⛳️ Requirements

• 5–8 years of experience in product/platform management or technology operations, preferably within financial services, wealth management, or retirement sectors.

• Hands-on experience with Salesforce (admin certification preferred) and the capability to configure the system effectively.

• Proven track record of leading cross-functional platform initiatives and driving user adoption.

• Solid understanding of retirement plan ecosystems (recordkeepers, TPAs, plan sponsors) and the dynamics of wealth management referrals.

• Familiarity with participant education or financial wellness platforms.

• Experience in optimizing referral workflows from retirement to wealth channels.

• Background in collaborating with compliance/legal teams on platform content and data governance.

• Exposure to API integrations and data pipelines (engineering background not mandatory).

🏝️ Benefits

• Health insurance

• 401(k) matching

• Flexibility with work arrangements

• Professional development opportunities

• Bonus potential