Product & Platform Manager

Mariner

3d•$95,000 - $206,000

About The Position

The Product & Platform Manager, Institutional Business is responsible for driving the strategy, governance, and ongoing enhancement of the technology platforms that power Mariner’s Institutional business. This includes oversight of Salesforce CRM, participant education platforms, and the integrated systems that facilitate retirement-to-wealth referral workflows. This position sits at the crossroads of business operations, technology, and advisor experience. The primary objective is to ensure platforms are optimized for growth, aligned with organizational goals, and delivering measurable value for both retirement and wealth management channels. Success in this role directly accelerates one of the firm’s most important growth initiatives by bridging the gap between retirement plan participants and wealth management clients.

Requirements

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
Systems Thinker: Recognizes connections between people, process, and technology in complex workflows
Stakeholder Influencer: Earns trust across advisors, operations, and leadership without direct authority
Execution-Oriented: Turns strategy into operational solutions
Data-Driven: Confident building dashboards, defining metrics, and leveraging data for decision making
Change Agent: Skilled at leading adoption and managing resistance within a relationship-driven firm

Nice To Haves

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)

Responsibilities

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
Work with sales leadership to develop reporting that measures RPC productivity, referral conversions, and relationship strength
Manage relationships with Salesforce vendors and external admin/developer resources
Oversee platforms delivering participant financial wellness and education content
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
Track education-to-referral conversion rates as a key metric
Lead continuous improvement of end-to-end referral workflows, from participant identification to advisor handoff and outcomes
Design and maintain technological touchpoints throughout the referral journey (e.g., CRM triggers, educational nudges, advisor notifications, tracking dashboards)
Collaborate with wealth advisors to ensure smooth referral intake and measurable outcomes
Identify and implement automation to streamline the referral process
Ensure clean, reliable data flow between platforms (e.g., recordkeeper data, Salesforce, education and referral tracking)
Define and coordinate integration requirements with IT/vendors and oversee API or middleware connections
Serve as the escalation point for data quality concerns
Drive platform adoption for RPCs, wealth advisors, and operations staff through training, documentation, and support
Monitor user engagement and address underutilization of platform features
Act as an internal champion and main resource for platform-related questions
Manage vendor relationships, contracts, and renewals for the institutional platform portfolio
Build and oversee the platform budget; evaluate new tools and offer build/buy/partner recommendations
Conduct regular platform audits and ROI assessments to ensure alignment with business value