We have a Senior Manager, Product Manager position available
Expected Start Date: 11/1/2026
End Date: 06/30/27 (likelihood of extension)
Location: On-site 3 days per week - Irvine CA- MUST BE ON-SITE
Interview Process (including any client interviews): 2-3 rounds- one internal and one client
Job Description:
We are looking for a hands-on Product Manager to translate client's sales enablement vision into buildable functional requirements, data definitions, prioritized backlog, and delivery increments.
The role will work across client's business stakeholders, experience design, architecture/data teams, and technology delivery partners to ensure functional decisions are clear, actionable, and aligned to business outcomes.
Key Responsibilities
Translate experience vision into functional requirements, process flows, user stories, and acceptance criteria.
Own and prioritize the product backlog, release plan, PI planning, and increment definition.
Define functional data requirements and support the Financial Services Cloud data model, including entities, relationships, hierarchies, entitlements, and data quality needs.
Partner with business and data teams to define signal taxonomy, prioritization, and freshness rules for sales users.
Work closely with experience/design teams to validate functional assumptions through prototyping and representative data.
Bridge business, design, architecture, data, and engineering teams to resolve dependencies and drive decisions.
Define measurable product outcomes across adoption, productivity, quality, and business value.
Support delivery across Advisor and Institutional sales experiences in a regulated financial-services environment.
Required Experience:
8+ years of Product Management / Functional Product experience, preferably in Asset or Wealth Management.
Strong understanding of asset management distribution and sales enablement journeys, including lead management, client 360, account hierarchies, engagement, pipeline, and reporting.
Hands-on experience with Salesforce Financial Services Cloud (FSC), including standard/custom objects, workflows, permissions, and platform capabilities.
Strong experience in functional and logical data modelling, entity definition, MDM concepts, data quality, lineage, and entitlements.
Proven ability to translate business needs into epics, features, user stories, acceptance criteria, and release plans.
Experience working within Agile / SAFe delivery models, including PI planning and functional acceptance.
Ability to work effectively with senior business stakeholders, architects, designers, data teams, and engineering partners.
Preferred:
Salesforce Data Cloud / Data 360 and Agentforce experience.
Exposure to AI-enabled or agentic solutions within financial services.
Experience with headless/composable architectures and reusable services across multiple channels.
Experience delivering products where data architecture and quality are still evolving.
Your application will be disqualified if you do not meet all the following minimum application requirements.
Must be a current resident of the United States.
Must have current work authorization for the United States.
Must be a direct hire, either as W-2 employees to Comtello or C2C through their own established company.
Numbers & Facts
Location
Irvine, CA
Skills
Agile Programming Methodologiesunmatched
Architectural Designunmatched
Architectural Servicesunmatched
Artificial Intelligence (AI)unmatched
Asset Managementunmatched
Backlog Prioritizationunmatched
Business Architectureunmatched
Business Skillsunmatched
Cloud Computingunmatched
Data Modelingunmatched
Data Qualityunmatched
Distribution Managementunmatched
Establish Prioritiesunmatched
Financial Servicesunmatched
Functional Testingunmatched
Lead Managementunmatched
Master Data Management (MDM)unmatched
Process Flowunmatched
Product Backlogunmatched
Product Managementunmatched
Prototypingunmatched
Requirements Managementunmatched
Salesunmatched
Salesforce.comunmatched
Taxonomiesunmatched
Technical Deliveryunmatched
Wealth Managementunmatched
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