Salesforce Ventures

Product Manager

• Drive the end-to-end client and advisor portal experience, ensuring portals are intuitive, engaging, and scalable
• Assist in defining the product strategy and roadmap that balances the needs of clients, advisors, and OneVest’s business objectives
• Prioritize portal features and enhancements using customer insights, analytics, and industry trends
• Partner with advisors, financial institutions, and internal stakeholders to understand platform usage and identify improvements
• Conduct user research, usability testing, and data-driven analysis to inform product decisions and validate solutions
• Collaborate with engineering, design, compliance, and operations teams to deliver secure, user-centric features
• Ensure portal solutions comply with regulatory and data security requirements while maintaining a seamless user experience
• Track KPIs such as portal usage, feature adoption, and user satisfaction to evaluate performance
• Support product launches with rollout planning, stakeholder communication, and adoption measurement
• Continuously iterate on portal features to meet evolving customer expectations and industry developments

Product Manager – Client and Advisor Portals