Serve as the internal product owner for the institutional technology stack, including Salesforce, participant education tools, and referral management platforms
Maintain platform roadmaps in alignment with business objectives across retirement and wealth divisions
Establish and enforce data governance, user provisioning, and access controls
Oversee the platform governance model, including change management, release cycles, and stakeholder approvals
Lead the configuration, customization, and adoption of Salesforce for the Institutional team, including objects, workflows, dashboards, and integrations
Design and refine CRM workflows that support retirement plan relationships, advisor activities, referral events, and pipeline progression
Collaborate with plan sponsors and consultants to boost platform adoption and engagement
Ensure content remains current, compliant, and supports transitions from retirement savings to wealth management
Drive platform adoption for RPCs, wealth advisors, and operations staff through training, documentation, and support
Manage vendor relationships, contracts, and renewals for the institutional platform portfolio

5–8 years in product/platform management or technology operations, ideally in financial services, wealth management, or retirement
Direct experience with Salesforce (admin certification preferred) and ability to configure the system
Demonstrated success leading cross-functional platform initiatives and driving adoption
Strong understanding of retirement plan ecosystems (recordkeepers, TPAs, plan sponsors) and wealth management referral dynamics
Familiarity with participant education or financial wellness platforms
Experience optimizing referral workflows from retirement to wealth channels
Background collaborating with compliance/legal on platform content and data governance
Exposure to API integrations and data pipelines (engineering background not required)

Product Manager, Platform Manager

Key skills