Senior Associate, Product Manager - SF

Company: Jordan Park Group
Location: San Francisco
Posted on: November 13, 2024

Job Description:

Senior Associate, Product ManagerSan Francisco, California
We are looking for an exceptional Senior Associate, Product Manager in our San Francisco office to support the growth of our firm. This is an opportunity to work alongside individuals who are united by a strong sense of teamwork, service and excellence. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities.
The Senior Associate, Product Manager role will report directly to the Chief Technology Officer (CTO) and will be responsible for the design and delivery of feature sets for our internal advisor technology platform.
Your Role
This is an active role that requires, but is not limited to:

• 
  
• Conducting requirements discovery
  
• Writing functional specifications
  
• Designing and facilitating vendor integrations
  
• Designing complex workflows and workflow systems
  
• Creating user experiences to delight our stakeholders
  
  As a Senior Associate, you will also:
  
  • 
    
  • Help drive the strategic direction of our platforms
    
  • Design and conduct prioritization processes
    
  • Coordinate cross-team stakeholder engagement
    
    An extensive Salesforce CRM deployment is a core part of our platform, and you must have experience in designing CRM experience and workflows for the wealth management or finance industry. Other pieces of our tech stack include our data platform, business intelligence tooling, bespoke cloud applications and web portal.
    About You
    
    • 
      
    • Optimistic, energetic and a good communicator
      
    • Enjoy working in a fast-paced environment where you can improve products & workflows that are critical to our firm's operations
      
    • Strong understanding of the RIA and wealth management industry
      
    • Have an entrepreneurial mindset, combining strategic thinking with the technical knowledge needed to design and build robust, flexible systems
      
    • Proven track record of success that others can attest to
      
      Qualifications
      
      • 
        
      • Degree in a related field such as business, computer science, or engineering
        
      • 5-10 years of experience designing for RIA or wealth management platforms
        
      • 2+ years of experience designing for the Salesforce ecosystem
        
      • Proven ability to manage multiple initiatives simultaneously
        
      • Experience owning backlogs, prioritization processes and scrums
        
      • Understanding of software development processes and technologies
        
        Additional Desirable Qualities and Experience
        
        • 
          
        • Experience with data platforms that include feeds, ETL & integration
          
        • Experience with analytics and the business intelligence ecosystem
          
        • Interest in AI: i.e., thoughtful consideration of the emerging AI landscape and how it affects building product
          
        • Familiarity with financial custodians such as Fidelity & Schwab
          
          Compensation & Benefits
          Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms.
          The expected base salary for this role in San Francisco, California will range from $125,000 - $150,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
          Our benefits package includes:
          
          • 
            
          • Medical, dental & vision insurance - 100% of premium covered for employees
            
          • 401k participation with employer contribution
            
          • Generous paid time off
            
          • Commuter benefits program (pre-paid tax dollars towards your commute)
            
          • Fitness Reimbursement
            
          • Annual Professional Development and Mindfulness Stipend
            
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Keywords: Jordan Park Group, Tracy , Senior Associate, Product Manager - SF, Executive , San Francisco, California