Product Manager

Cerity Partners•New York City, NY

18d

About The Position

We are seeking a Product Manager to join our Technology PMO team at Cerity Partners, working directly with the CTO to drive the road mapping, prioritization, and execution of our internal software development pipeline. This role is essential to ensuring our technology organization delivers reliable, predictable outcomes that enable our colleagues across the firm to better serve our clients. As Product Manager, you'll be the critical bridge between business vision and technical execution, working on diverse projects spanning Data Engineering, Salesforce Development, Portfolio Reporting automation and complex cross-functional initiatives. You'll collaborate directly with stakeholders, including senior leadership, to translate strategic objectives into actionable development work, while ensuring our development teams have clear direction and well-crafted user stories to execute against. This is a hands-on role focused on making sprints run smoothly. You'll be responsible for refining business requests into executable development items and maintaining clear communication channels between our development teams and business stakeholders regarding project timelines and releases.

Requirements

3-7+ years of experience as a Product Owner or Product Manager in a technology environment
Salesforce platform familiarity is required - understanding of Salesforce customization, development processes, and integration capabilities
Financial services industry experience required - understanding of wealth management, investment advisory, or related financial services operations
Proven track record of managing complex, multi-domain technology projects with predictable delivery outcomes
Strong experience with Agile methodologies and sprint management practices.
Experience working with cross-functional teams including data engineering, software development, and business operations
Demonstrated ability to translate business requirements into technical specifications and user stories
Excellent stakeholder management skills with experience presenting to senior leadership
Strong analytical and problem-solving skills with acute attention to detail
Experience with project management and collaboration tools (familiarity with Asana and Confluence a plus)
Exceptional communication and organizational skills with ability to manage multiple competing priorities
Proven ability to work independently while collaborating effectively with geographically distributed teams
Growth mindset with willingness to learn new technologies and adapt to evolving business needs
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

familiarity with Asana and Confluence

Responsibilities

Work directly with the CTO and senior leadership to develop and maintain technology roadmaps that align with business objectives and strategic initiatives.
Lead hands-on sprint planning, refinement, and execution activities with our growing 10-person development team, ensuring consistent delivery velocity and predictable outcomes.
Act as the primary liaison between business stakeholders and development teams, translating complex business requirements into clear, actionable user stories and acceptance criteria.
Manage and coordinate projects that span multiple technology domains including data engineering pipelines, Salesforce customizations, system integrations, and internal tooling development.
Maintain and prioritize the product backlog based on business value, technical dependencies, and strategic alignment, ensuring development teams always have clear priorities.
Work closely with business stakeholders to gather, analyze, and refine requirements, ensuring all development work has clear business justification and measurable outcomes.
Manage release planning and communication, ensuring stakeholders are informed of delivery timelines and that releases meet business expectations.
Continuously improve agile processes and practices to enhance team productivity, delivery predictability, and stakeholder satisfaction.
Collaborate with development teams to define acceptance criteria and ensure delivered solutions meet business requirements and quality standards.
Provide regular updates to leadership and business stakeholders on project progress, timeline adjustments, and delivery milestones.