Product Owner

Job Description

Must-Have

• Strong experience as a Product Owner (not just BA/PM)
• Hands-on experience with Salesforce – preferably Sales Cloud and Financial Services Cloud
• Solid Wealth Management domain experience (client onboarding, advisor workflows, portfolio management, etc.)
• Experience working with business stakeholders (advisors, operations, product teams) and translating needs into product backlog

Key Responsibilities

• Own and manage product backlog, user stories, and prioritization
• Work closely with engineering, QA, and business teams in Agile environment
• Drive Salesforce-related enhancements and platform improvements
• Partner with stakeholders to define roadmap and deliver business value
• Support UAT and ensure alignment with business goals

Nice to Have

• Experience with client/portfolio data platforms
• Exposure to regulatory/reporting workflows
• Strong understanding of data flows and integrations

Important

We are specifically looking for candidates who combine Salesforce + Product Ownership + Wealth Management. Profiles missing Wealth Management will not be considered.

Please share your resume with the relevant information highlighted:

• Salesforce experience (modules)
• Wealth Management experience
• Product Owner responsibilities handled