Senior Product Manager – New Products
Jerry
Product Manager – Client and Advisor Portals
Salesforce Ventures
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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
Requirements
- 5+ years of product management experience with client-facing digital platforms
- Strong understanding of financial services, wealth management, and/or fintech products, particularly investor- and advisor-facing solutions
- Strong knowledge of wealth management and/or fintech products
- Data-driven decision-making with strong analytical and problem-solving skills
- Excellent communication and collaboration skills
- Ability to manage competing priorities and deliver results in dynamic environments
- Passion for creating innovative digital experiences that add meaningful value for both clients and advisors
