Our client is trying to add two Product Managers to their project. One will be a senior role and the other will be mid-level.
Job Title: Sr. Product Manager and Product Manager
Location: Irvine, CA - 3 days a week onsite
Length: 10 months
JD for both:
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 for the Senior Product Manager:
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.
Required experience for the Product Manager:
Required Experience
4+ 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.