Product Owner with Asset Management_NYC, NY_(Onsite_Nedd Local_No Relocation_F2F Interview))

Job Title: - Product Owner (Asset Management)

Location: NYC, NY-(Hybrid)

Employment Type: Contract

Experience Required: 12+ Years

Key Responsibilities

• Own the Salesforce product vision and roadmap for US Institutional, Intermediary, and Retail channels.
• Act as the primary liaison between business stakeholders, sales teams, operations, and technology.
• Lead requirements gathering, prioritization, and backlog management.
• Facilitate discussions with senior leaders to align on business priorities and platform enhancements.
• Ensure Salesforce supports key business workflows across distribution, onboarding, client servicing, and reporting.
• Drive adoption and continuous improvement of Salesforce across business teams.
• Partner with cross-functional teams (Sales, Marketing, Operations, Technology, Compliance).
• Translate business needs into clear user stories and acceptance criteria.
• Oversee release planning, UAT coordination, and change management.
• Monitor platform performance, user satisfaction, and business outcomes.
• Represent the Salesforce product in governance forums and strategic planning sessions.

Required Experience & Skills

• Asset Management Expertise
• Deep understanding of US Intermediary, US Retail, and Institutional distribution channels.
• Strong knowledge of asset management workflows, client lifecycle, and distribution models.
• Ability to navigate complex business structures and regulatory considerations.

Product Ownership

• 7 12+ years of experience in Product Owner, Product Manager, or Business Lead roles.
• Proven ability to manage senior stakeholders and drive consensus.
• Experience owning roadmaps, backlogs, and cross-functional delivery.

Salesforce Knowledge

• Strong functional understanding of Salesforce Sales Cloud.
• Ability to translate business needs into Salesforce capabilities (non-technical).
• Experience working with Salesforce admins, developers, and architects.

Leadership & Communication

• able to influence senior executives.
• Excellent communication, facilitation, and stakeholder management skills.
• Strong analytical and prioritization skills.

Preferred Qualifications

• Experience in asset management firms
• Experience with Salesforce in financial services environments.
• Experience with distribution, onboarding, CRM workflows, and client data models.
• MBA or relevant advanced degree (preferred but not required).